For accountants

Bank Statement Converter for Accountants

Client records arrive as PDF statements; workpapers need spreadsheets. Convert statements from any client's bank into a consistent Excel or CSV layout, so reconciliation, categorization and tax prep start from clean data instead of an evening of retyping.

Drop your bank statement here

PDF, JPG or PNG · up to 25 MB

No signup required · Files deleted after processing · How files are handled

Works with statements from 1,000+ banks

One schema across every client bank

A practice's clients bank everywhere — big national banks, regional banks, neobanks. Each formats statements differently, but every conversion here lands in the same columns: Date, Description, Debit, Credit, Amount, Balance, Currency. Your workpaper templates and pivot tables work unchanged from client to client.

Fits existing workflows

Export XLSX for workpapers or CSV for imports into QuickBooks, Xero or practice tools. Statement periods and page counts are captured with each conversion, and the dashboard keeps a history per file for review season.

  • Batch-convert a year of statements per client
  • Running balance validation flags gaps before you reconcile
  • Confidence scores highlight rows worth double-checking on scanned records

Frequently asked questions

Can I convert statements for many clients under one account?
Yes — conversions are tracked per file with filenames and dates, and Business plans add team members.
How is client data handled?
Statements are processed in temporary storage and deleted automatically after processing; see the security page for the retention policy.

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