Statement conversion for bookkeeping practices

A practice lives on repeatable workflows. This is the statement-conversion workflow that scales from one client to a full roster: intake, batch conversion, verification, import, review.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

The practice problem

Every client banks somewhere different, and every bank lays out its statement PDF differently. Without a standard conversion step, each client's history arrives in a different shape and cleanup time balloons. A single converter that normalizes every bank into identical columns — and proves each statement against its own balances — makes the rest of the workflow identical for every client.

Verification is the deliverable

Clients do not see your keystrokes; they see books that tie to the bank. The reconciliation check on every conversion is what lets a practice hand work down to junior staff safely: a statement that reconciled can be imported, a flagged one gets senior eyes on the marked rows first. That gate is the difference between a workflow and a hope.

Roster-level habits

Convert per client per month into a predictable folder pattern, export in the client's software layout (QuickBooks or Xero), and keep the converter's per-statement result with the working papers. When a client asks why a month changed, the trail is one folder deep.

The workflow, step by step

Collect statements in one request. Ask for every account and every month in a single intake list — chasing PDFs one at a time is where cleanups stall.
Convert in batch, per client. Upload a client's statements together; check the reconciliation result statement by statement.
Import month by month. Oldest first, reconciling each month in the accounting software before importing the next.
File the results. Keep the converted files and the original PDFs together in the client's working papers.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Questions and answers

Can several staff use the converter?

Yes — there is no account or seat to manage; the tool runs in the browser and files are deleted within 15 minutes, so staff can convert as part of their normal workflow.

What does the reconciliation check do?

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.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Bank statements in. Clean books out.

Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.

Convert a statement — free