The Professional Bank Statement Converter
Accurately extract and automatically reconcile transaction data from PDF statements. Built exclusively for accounting firms and bookkeepers who demand precision and strict data privacy.
Upload bank statement PDFs
Transactions extracted into standard columns, running balances and statement totals verified
Compare extracted data against the PDF, correct any figures, confirm the ledger balances
Download as Excel, CSV, QBO, or OFX β structured and ready for your accounting software
Not just PDF to Excel β end-to-end statement processing
We extract, validate, auto-correct, and let you review before you export. Every step is built to produce accounting-ready output.
Excel and CSV on all plans. QuickBooks (QBO) and OFX on Professional and above.
Enable auto-categorization to add category, sub-category, and payee columns β ready for direct ledger import with high-accuracy validation and strict standard outputs.