AI Bank Statement Converter to Excel, CSV & QuickBooks.
Convert digital or scanned PDF bank statements into clean Excel, CSV, OFX, or QBO files without typing transactions by hand.
From PDF to Structured Rows in Three Steps
Convert, review, and export without manual re-entry.
Upload your PDF
Upload a digital or scanned bank statement. Drag-and-drop or click to select, then sign in free to convert.
Select output format
Choose Excel (.xlsx), CSV, or QuickBooks OFX (.qbo). Pick the pages you need.
Review and download
Check the structured rows against the source statement, then export to Excel, CSV, QBO, or OFX.
Still Copy-Pasting Bank Statements?
There's a better way.
Manual Entry & Generic OCR
- Hours lost re-keying statements by hand
- PDF formats that break everything — scanned, locked, multi-column
- Errors that come back to haunt you — one transposed digit
- Chasing data at 11pm — your weekend is gone
Automated AI Extraction
- Replace repetitive re-keying with a reviewable conversion workflow
- Digital and scanned statements in one reviewable workflow
- Prepare QBO/OFX files for a controlled QuickBooks import
- Bulk processing for high-volume statement sets
Private API Pilot
Need statement data inside your own product?
Apply for the paid API pilot to submit digital or scanned statements and receive canonical JSON, page scope, validation checks, and explicit review states.
Lands Exactly Where Your Workflow Lives
Export as Excel (.xlsx), CSV, or QuickBooks OFX (.qbo) — ready to open in the tools you already use. No integration is required for file-based workflows.
Your Clients' Financial Data Is Safe. We Built It That Way.
Designed for accounting firms and financial professionals who handle sensitive client documents.
Simple, Honest Pricing
Start free. Pay only for what you process.
Works With the Statements Already Sitting in Your Inbox
Browse named guides for major US and Canadian banks, UK high-street banks, regional institutions, and supported international statement layouts.
Frequently Asked Questions
Convert a Bank Statement Free.
15 free pages on signup. No credit card. Sign in with Google or Microsoft, review the structured output, and export when it is ready.