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No bookkeeper? Convert your own statement PDFs to spreadsheets to see where the money went, prep for taxes, or hand clean files to your accountant.
Seeing a year of spending in one sortable sheet, pulling totals for a loan application, separating a mixed account's business transactions, and handing an accountant transactions instead of a stack of PDFs.
No account and no software to install: upload the PDF, check that the conversion reconciled, download Excel or CSV. If your accountant uses QuickBooks or Xero, download that format and send it over.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
No. Files and exports are deleted automatically within 15 minutes of conversion.
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 reconciled against the statement itself before you download it.