Statement conversion for nonprofit treasurers

Volunteer treasurers inherit statements and a duty to explain them. Convert statements into clear files the board can review and the records can prove.

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.

Continuity across volunteers

Treasurers change; bank statements do not. A standard converted file for every month — same columns, verified against the statement — means a new treasurer inherits a readable history instead of a shoebox of PDFs, and the board's finance review runs from data, not impressions.

Restricted funds need clean trails

Donations, grants and restricted gifts all move through the same accounts as operating money. A sortable transaction file lets a treasurer separate and total those streams for board reports and grant reporting without retyping a single row.

Audit-ready by habit

Keeping each statement PDF beside its converted, reconciled file is the whole secret: any number in any report can be walked back to the bank's own record in one step.

The workflow, step by step

Collect every month. Download statements for all organization accounts as they are issued.
Convert and verify. Confirm each statement reconciles; investigate flags before the board packet goes out.
Report by fund. Use categories in the workbook to separate operating, restricted and grant activity.
Archive in pairs. Retain PDF and converted file together per the organization's policy.

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

Questions and answers

We have several signers and a part-time bookkeeper. Who should convert?

Whoever prepares the board packet — the workflow is identical each month, and the reconciliation result gives the board a consistent verification point.

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