OM Bank Statement PDF to Excel and CSV Converter

What is the OM Bank bank statement converter?

The OM Bank converter reads your PDF and turns every transaction line into a structured spreadsheet row with no copy-pasting or manual formatting. OM Bank-specific codes such as 'EFT CREDIT' are normalised automatically: 'EFT CREDIT SALARY EMPLOYER OMBANK 01JAN' becomes 'Employer Salary EFT Credit' in your spreadsheet. Multi-line entries are merged into one row. OM Bank, the digital bank subsidiary of Old Mutual launched in 2023 and regulated by the South African Reserve Bank (SARB), serves South African retail and business clients with a fully digital banking experience integrated with Old Mutual's broader financial services ecosystem of insurance, investments and retirement products, reaching Old Mutual's existing South African client base of over 12 million people.

Upload any OM Bank PDF statement, whether it is a OM Bank Transact Account, a OM Bank Save Account or a OM Bank Business Account, and get a structured Excel or CSV file with Date, Description, Debit, Credit and Balance columns. Unlike the native OM Bank export limited to the 7-year online statement history limit, this converter works on any PDF regardless of date, giving access to prior tax years and older statements.

Why use a OM Bank bank statement converter?

• Auto-normalise OM Bank transaction codes

  OM Bank statements use codes like 'EFT CREDIT' that are hard to read and impossible to sort manually. Automatic parsing strips these prefixes and writes a clean payee name into every Description cell.

• Go beyond the 7-year online statement history limit

  The native OM Bank export covers only a limited date range. This converter works on any OM Bank PDF, including prior tax years and archived statements, in seconds.

• Reconcile OM Bank accounts faster

  Sort and filter exported rows by EFT salary credits with employer references, Old Mutual insurance premium debit orders labelled with policy references, Old Mutual investment contribution debits as separate labelled Debit entries, and OM Bank Save Account interest credits as separate labelled Credit lines and reconcile every entry against your ledger without scrolling through compressed PDF pages.

• Simplify SARS tax returns and year-end close

  Categorise normalised OM Bank transactions with employer salary EFT credits identified, Old Mutual insurance premium and investment debits tagged by product type for household expense categorisation, Save Account interest credits noted for SARS reporting, and all entries organised for annual tax return in a spreadsheet and hand your accountant or SARS a clean, audit-ready file instead of a stack of PDFs.

• Process older or archived OM Bank statements

  Older OM Bank PDFs are fully supported. The converter identifies the OM Bank column structure and extracts transaction lines even from documents predating recent app-based exports.

• Keep OM Bank data secure

  OM Bank statements carry branch codes, account numbers and personal financial history. Protected uploads and privacy-focused processing keep your documents secure throughout the conversion.

OM Bank bank statement converter features

1. Works with all OM Bank account types

The converter processes OM Bank Transact Account, OM Bank Save Account and OM Bank Business Account formats. Each format has its own column structure and page header. Detection is automatic with no manual setup required.

2. Built for OM Bank PDF format

OM Bank statements reflect the digital banking profile of Old Mutual's banking arm, where clients who also hold Old Mutual insurance policies, unit trusts or retirement annuities may see premium debit and investment contribution entries alongside ordinary salary EFT credits. For OM Bank clients with Old Mutual life insurance, monthly premium debit orders export as labelled Debit entries with the Old Mutual policy reference in Description. Entries such as 'EFT CREDIT SALARY EMPLOYER OMBANK 01JAN' are parsed and output as 'Employer Salary EFT Credit', giving you a clean Description cell ready for filtering.

3. Export to Excel or CSV

Download an Excel workbook (.xlsx) for pivot tables and formulas, or a CSV for direct import into your accounting package. All exports include Date, Description, Debit, Credit and Balance columns.

4. Structured, usable OM Bank data

Every export delivers consistent columns with OM Bank prefixes removed, ZAR amounts as raw numbers and dates standardised to DD/MM/YYYY for correct sorting in Excel.

5. Private and secure processing

Protected uploads and privacy-focused processing keep your OM Bank branch codes, account numbers and transaction history secure throughout the conversion.

OM Bank Statement PDF to Excel and CSV Converter: Guide for Old Mutual Digital Banking and Integrated Financial Services Clients

For OM Bank clients, the digital bank subsidiary of Old Mutual launched in 2023 and regulated by the SARB, statements reflect the integrated financial services banking profile of a bank whose parent company is one of South Africa's largest financial groups with over 12 million existing clients across insurance, investments and retirement products. OM Bank is distinctive because many of its clients already hold Old Mutual insurance policies, unit trusts or retirement annuities, and for these integrated clients, monthly Old Mutual life insurance premium debit orders export as labelled Debit entries with the Old Mutual policy reference in Description, making it straightforward to separate insurance premiums from ordinary spending debits. Old Mutual investment contribution debits, for clients making regular contributions to Old Mutual unit trust or endowment policies, export as separately labelled Debit entries. OM Bank Save Account interest credits, generated on the bank's high-interest digital savings product, export as separate Credit lines for SARS interest income reporting. EFT salary credits from employers include employer references in Description.