Pipecsv / an AI-based tool to generate tailor-made CSV files
Pipecsv is a smart tool designed to help users generate tailor-made CSV files from financial documents like PDFs or Excel files. Instead of offering generic file conversion, Pipecsv lets users create custom “pipelines” that define exactly what data to extract and how to structure it—so the final CSV file fits their personal or app-specific format requirements (e.g. for Monarch, YNAB etc.).
process.
identifying the problem
While many financial management apps support CSV imports, most csv converters produce only generic tables that don’t match the precise formatting those apps need. This leads to several issues:
- Manual Corrections: Users have to spend time renaming columns, deleting rows, or copying/pasting data.
- Errors: Small mistakes in formatting can prevent the CSV from being accepted by the app.
- Frustration: For non-technical users, this process is tedious and error-prone, creating a barrier to financial organization.
research
The existing tools for csv conversion often rely on fixed templates and offer little control to the user. As part of my research:
I conducted a review and analyzed tools like Docsloop and CapyParse. I also did user interviews and I spoke with 3 users. Here is what I’ve found:
solution
These insights revealed a gap in flexibility and reusability. This led me to design a tool where the users can through clear, reusable instructions generate a tailor-made csv file. This gives users more control, reduces repetitive tasks, and makes the process more efficient.
low fidelity wireframes
high fidelity wireframes
create a pipeline
This section was designed to give users full control over how their CSV file is generated. The form is structured in steps to reduce overwhelm, and optional features like merchant enrichment are made collapsible to keep the experience clean. Clear labels and input prompts guide users through creating reusable, tailored pipelines without needing technical knowledge.
create a new run
Creating a run is a quick and minimal flow where users only need to select a pipeline and upload their file. This keeps the process focused and reduces friction. The modal interface supports task completion without navigating away from the dashboard, improving efficiency and continuity.
download csv file
After processing, users can easily access both the input and output files from a clear summary screen. Grouping these files in tabs avoids clutter and supports transparency. The download experience is simple and direct, making it easy to verify results and continue working with the generated CSV.
landing page
Taking a user-first approach, I designed PipeCSV's website to make the product feel effortless and approachable. The calming green palette and friendly illustrations help soften the technical nature of the tool, while clear typography and step-by-step guidance ensure confidence. The website is also fully responsive and optimized for mobile devices, ensuring a seamless experience across all screen sizes.
click to watch the video-web version
click to watch the video-mobile version
what I've learned.
I learned how to design a flexible interface that allows users to customize complex data extraction rules without feeling overwhelmed
I deepened my understanding of structuring multi-step workflows in a way that guides users clearly through technical tasks
I improved my user interview skills and learned how to ask more targeted, insightful questions during the research phase