What to expect from your Simplii Financial statement
If you bank with Simplii Financial in Canada, the PDF bank statement is the file you start from; Satr turns its transaction table into a spreadsheet.
Simplii Financial is listed as a foreign-owned or foreign bank operating in Canada. Its website domain is simplii.com.
How to get the PDF bank statement from Simplii Financial
Ask Simplii Financial online banking for the bank statement of the account and period you need and download it as a PDF. If a PDF is not offered, the branch or the bank's support can usually provide one.
Which PDFs work
A PDF that you download from online banking normally has a real text layer, and Satr can read its rows. You can test this by trying to select text in the PDF.
Scanned pages and photos saved as PDF are images. Satr does not do OCR, so it will tell you there is no text.
Locked with a password? Type it into Satr when asked. The password is used on your device to unlock the file and goes nowhere else.
Reading Canada amounts and dates
Statements in Canada usually show amounts in CAD ($) with a dot (.) as the decimal mark and a comma (,) as the thousands separator. A typical date format is YYYY-MM-DD or MM/DD/YYYY.
Banks in the same country do not all use the same number format, so check the number format option in the preview. Some statements put the month first (MM/DD/YYYY); check the date order in the preview when the day is 12 or lower.
In our checks Satr read these patterns correctly; the mapper still lets you switch the number format if a file differs.
Importing into accounting software
Many people in Canada work with QuickBooks, Sage 50, and Xero. You can map the Excel or CSV columns in the import screen of those programs; Satr has no integration with them and does not claim any.
Status of Simplii Financial in Satr
Simplii Financial is not in our list of individually tested banks.
Satr works with text-based PDFs. Layouts tested so far: 5 synthetic sample statements of fictional banks (Turkish, English, Arabic, Persian).
Satr is an independent tool and is not affiliated with Simplii Financial. The bank is named only so you know which PDF this page is about.
No upload: how your Simplii Financial file is handled
Satr reads the file locally. There is no upload, no account, and nothing from the statement is stored on a server. You can confirm it with your browser's developer tools.
Keep exploring
Other banks in Canada:
How to convert your bank statement from Simplii Financial to Excel
- Download the PDFDownload the PDF bank statement from Simplii Financial for the period you need.
- Open it in SatrChoose the PDF in the converter. It is read in your browser, and a password is requested only if the file has one.
- Check the columnsCheck that every column has the right role and that the numbers look right before exporting.
- Download Excel or CSVChoose XLSX or CSV. A free preview covers 15 rows; the whole statement needs a paid export.
Questions
Can I convert my Simplii Financial statement PDF to Excel?
Download the statement as a PDF, open it in Satr and map the columns. The status section on this page says what has and has not been tested.
Is my Simplii Financial statement uploaded anywhere?
No. The PDF is processed in your browser with pdf.js, and nothing from it is sent to a server.
Is Satr connected to Simplii Financial?
No. Satr is an independent tool and is not affiliated with Simplii Financial.
Can Satr open a locked Simplii Financial PDF?
Type the password when Satr asks; the file is opened locally in your browser.
Can I import the Simplii Financial Excel file into QuickBooks, Sage 50, and Xero?
You can map the exported columns in the import screen of those programs. Satr has no integration with them, so check the import rules of your own software.