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Turn client statement PDFs into clean, reconciled transaction files for working papers, audits support and tax preparation.
Accountants receive statements as PDFs in due-diligence, audit support, forensic and tax work — formats that spreadsheets cannot use directly. The converter produces normalized transaction files (Excel, CSV, QuickBooks, Xero) whose totals have been verified against the statements themselves, which makes them defensible working-paper inputs.
Multiple PDFs convert in one upload, with one Excel sheet per statement plus a combined sheet — suited to a full year of a client's banking.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Where balances are printed on the statement, yes: totals are reconciled and mismatches are flagged per row. Statements without any balance data are reported as unverified rather than passed silently.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
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Statement converters for banks in Afghanistan · Albania · Australia · Austria · Bahrain · Bangladesh · Barbados · Bermuda · Bhutan · Brazil · Brunei · Canada · China · Colombia · All 68 countries
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.