Turn PDF and scanned bank statements into Excel, CSV or QuickBooks files. Every balance is checked before you export.
Choose a statement file first, or use our sample statement.
This file is larger than 10 MB. Split the statement or upload fewer pages.
This file type is not supported. Upload a PDF, JPG or PNG statement.
We could not read this statement. Try a sharper scan or the original PDF from the bank.
No transactions were found on these pages. Check that the file is a bank or credit card statement.
You have used today's sample conversion. Create your account to keep converting statements.
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No card needed for the sample. Demo files are deleted right after conversion.
Converting your statement
Your statement is converted
Statement period, account and every transaction in one table, checked against the balances printed on the statement.
Converted from your file, first 3 pages.
This is our built-in sample statement, not your file. Drop your own statement to convert it.
Balance check
The table adds up to the closing balance printed on the statement.
The table does not add up to the closing balance. Rows to review are highlighted.
Balance
| Date | Description | Check | Debit | Credit | Balance |
|---|---|---|---|---|---|
On the left, a statement page exactly as the bank printed it. On the right, the same transactions as rows you can edit and export. The balance check row shows that opening balance, credits and debits land on the printed closing balance.
Opening balance plus credits minus debits must equal the closing balance. When it does not, the converter shows the page and row range to look at. You fix it before import, not at reconciliation.
Downloaded PDFs, scanned paper statements and phone photos all go through the same reader. Multi-line descriptions are merged and check numbers land in their own column.
Export XLSX, CSV, QBO for QuickBooks, QIF for Quicken, OFX or a Xero precoded CSV from the same conversion. Choose one file per statement or one merged file per account.
Drop twelve months for one client or a whole month for a client list of forty. Files are grouped by account and sorted by statement period automatically.
Fix a description, split or merge a row, change a date or flip a sign in the browser. The balance check recalculates as you edit, and undo is always one click away.
Suggested categories map to each client's chart of accounts and learn from your corrections. The next statement from the same client needs fewer touches.
Four ways a practice gets transactions out of a bank statement, side by side.
Scans and phone photos
Check against the printed balances
Past periods and closed accounts
Multi-line descriptions and check numbers
QBO, QIF, OFX and Xero files
Many clients at once
Staff time per statement
Drop one statement or a batch of PDFs, scans or photos. The converter reads every page and finds the transaction table on its own.
Each statement shows Matched or Mismatch against its printed balances. Open a flagged row range, correct it in the table and watch the check turn green.
Download Excel, CSV, QBO, QIF, OFX or Xero files and import them into the ledger you already use.
XLSX for review, workpapers and pivot tables. PDF bank statement to Excel
CSV for QuickBooks Online, spreadsheets and any import screen. Bank statement to CSV
QBO Web Connect files for QuickBooks Online and Desktop. PDF to QBO converter
QIF for Quicken and older desktop finance apps. PDF to QIF converter
OFX for apps that read the open financial exchange format. PDF to OFX converter
Xero precoded CSV with dates, amounts and references in the right columns. Bank statement to Xero
Retyping statements is the most expensive data entry in a practice. The people doing it are billed at accountant rates.
Change the numbers to match your practice. The estimate updates as you type.
This is an estimate from the numbers you enter, not a customer result.
Professional includes 3 seats and 25 client workspaces. Business includes 15 seats, unlimited client workspaces, roles and an audit log.
Files are encrypted in transit and at rest, deleted after 24 hours by default and never used for training. Read the details on bank statement data security.
Yearly Business can be paid by invoice, with SSO (SAML), retention controls and a 99.9 percent uptime SLA.
24 USD a month
24 USD a month, billed 288 USD yearly
49 USD a month on monthly billing
74 USD a month
74 USD a month, billed 888 USD yearly
149 USD a month on monthly billing
249 USD a month
249 USD a month, billed 2,988 USD yearly
499 USD a month on monthly billing
499 USD a month
499 USD a month, billed 5,988 USD yearly
999 USD a month on monthly billing
Every statement is checked against its own printed balances. Opening balance plus credits minus debits has to equal the closing balance, and if it does not, the result shows Mismatch and highlights the rows to review, so a dropped or doubled transaction never slips into the ledger unnoticed.
It reads statements from any US bank and card issuer, from large national banks to local credit unions, because it finds the transaction table on the page instead of relying on a fixed template per bank.
Yes. Scanned PDFs, JPG and PNG photos of paper statements are read the same way as downloaded PDFs, including pages that are slightly skewed or faded, and the balance check tells you whether the result adds up.
Files are encrypted in transit and at rest, deleted automatically after 24 hours by default, never used to train any model, and only people on your account can open them. Business plans can adjust retention.
Yes. QBO Web Connect files import into both QuickBooks Online and QuickBooks Desktop, and CSV exports also work with the QuickBooks Online bank upload screen.
One page is one statement page processed in your billing period. Usage resets with each new period, and deleting a converted file does not return pages already used.
Monthly plans cancel anytime and stay active to the end of the period you paid for. Payments are final, with exceptions only for a double charge, a proven unauthorized charge or a total service failure.
Yes. Professional includes 3 seats and Business includes 15 seats, with client workspaces so each staff member sees the right files.
Business and Business Plus include a REST API with webhooks, so statements uploaded from your own portal or workflow come back as balance-checked JSON, CSV or accounting files.
Upload one statement, see the balance check and decide for yourself.