For Accountants & Bookkeepers
Close every client's books without a single copy-paste.
Upload any PDF bank statement. Get clean, structured Excel, CSV, or QuickBooks-ready data for review across digital and scanned statement layouts.
more time for source review
BankScanPro structures transaction rows for review instead of asking your team to type each line. Compare dates, descriptions, amounts, and balances with the source before export.
How accountants use it
Three workflows that get faster the moment you switch.
Month-end reconciliation
Upload each client's PDF statement. Review the structured Excel or CSV output against the source, then continue the reconciliation workflow without re-keying every row.
Tax prep season
Process full-year statement sets for multiple clients through one bulk workflow. You review the output instead of typing every transaction.
Delegating to junior staff
Any team member can run a conversion correctly on day one. The output format is always consistent — regardless of which bank, which account type, or who ran the job.
Everything in the box
No add-on is required for QuickBooks export. Current plans include CSV, Excel, QBO, scanned PDF support, and batch processing for supported statement layouts.
- Balance and transaction review signals before downstream import
- QuickBooks OFX export prepared for controlled import
- Bulk upload: process multiple clients' statements at once
- Consistent output structure across supported statement layouts
- Works on scanned PDFs, not just digital-native statements
Free calculators for your clients
Quick tools for everyday client work — pair them with a clean spreadsheet exported straight from their bank statements.
Private API Pilot
Building this workflow into your own product?
Accounting and bookkeeping software teams can apply for the paid API pilot to submit client statements asynchronously and receive canonical JSON, page scope, balance checks, and explicit review states.
Start with one client's statement.
one real page free before signing in. Review the result before you continue.