For mortgage brokers

Bank Statement Converter for Mortgage Brokers

Every application arrives with months of bank statements to review for income, committed expenses and deposit sources. Convert them to Excel in seconds and run your affordability checks on sortable, filterable data instead of scrolling PDFs.

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

Faster applicant reviews

With transactions in a spreadsheet, salary credits filter into view in one click, recurring commitments group by payee, and large deposits stand out for sourcing questions. Three months of statements become one sortable ledger.

  • Filter salary credits and rental income instantly
  • Group recurring outgoings for expenditure assessment
  • Spot gambling transactions or undisclosed credit commitments quickly

Works with statements from any lender's applicant

Applicants bank across high-street banks and neobanks alike. Layout detection handles each statement individually, so the output schema is identical whichever bank the applicant uses — including scanned statements via OCR.

Frequently asked questions

Can I combine multiple months into one spreadsheet?
Convert each statement and merge the CSVs, or use batch upload on paid plans; identical columns make merging trivial.
Are applicant documents stored?
Uploaded statements are deleted automatically after processing per the retention policy described on the security page.

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