A bank statement converter for bookkeepers
Turn each client's monthly PDF statement into reviewed transactions. This bank statement converter for bookkeepers shows the source page for every row and checks totals before you export to Excel or CSV.
- Side-by-side review with balance and duplicate checks.
- History with deletion times, so client files don't linger.
- Choose your page allowance. Every plan includes review, editing and Excel / CSV export.
No bank login required · Guest files are deleted 1 hour after upload · 3 pages free
Drop your PDF or statement image here
Or choose a file from your device
…
One image counts as one page. Long screenshots are not supported yet.
Convert and combine multiple filesPDF, PNG, JPG, WebP · Up to 20 MB · 100 pages per PDF
Try a sampleOnly upload statements you're authorized to process. See Privacy and Terms.
What month-end review looks like
Sample dataBookkeepers can spot a misread amount in seconds: the flagged row, the source page and the balance difference are shown together.
How bookkeepers use the bank statement converter every month
Collect the PDF
Convert and review
Export and clean up
What the bank statement converter for bookkeepers exports
The same structure every month, so your import mapping keeps working.
| Column | How it is written |
|---|---|
| Date | ISO format; dates outside the statement period are flagged. |
| Description | Full merged text, editable, with the extracted version kept for reference. |
| Money out / Money in | Separate positive columns, or a single signed Amount. |
| Balance | As printed by the bank, used for the running-balance check. |
| Summary sheet (Excel) | Page range, balance check result and number of open review items. |
Field | Value Scope | Pages 1–2 of 2 Balance check | Passed — totals match the statement balances Unresolved review items | 0
What this bank statement converter for bookkeepers doesn't do
- It doesn't connect to bank accounts or post entries to your ledger.
- It doesn't give tax or accounting advice.
- Batch uploads and team workspaces are planned, not available yet.
Pricing and free trial
Try 3 pages free. Monthly plans start at $19 for 500 pages; annual plans save 40% and provide the whole year’s pages upfront. One-time packs start at $19 for 300 pages, valid for 365 days. See Pricing for all four tiers.
See pricingWhy bookkeepers need review, not just conversion
A bank statement converter for bookkeepers is only useful if the output can be trusted at month end. One skipped line or a debit read as a credit means a reconciliation that doesn't balance and an hour spent searching for the cause.
The review workspace is designed for that search. Bookkeepers see the balance difference, the rows where the running balance stops following, and the original page — side by side. Possible duplicates are flagged but never removed automatically, because legitimate repeat payments are common in client accounts.
Client files are private: they are deleted 24 hours after upload for account users, support staff can't open them without explicit permission, and the history keeps only minimal job details. That makes this bank statement converter for bookkeepers practical for recurring client work.
Bank statement converter for bookkeepers: FAQ
Can I keep client statements separate?
Each upload is its own job with its own deletion time. Team spaces for multiple bookkeepers are planned.
How do bookkeepers handle statements with several accounts?
Split the PDF by account first. Different accounts and currencies are never added together.
Can I convert several months at once?
One file at a time for now. Batch conversion will only launch after it has been tested.
Does the bank statement converter post to my accounting software?
No. You export Excel or CSV and import it with your usual process.
What does it cost for a typical practice?
Try 3 pages free. Monthly plans start at $19 for 500 pages; annual plans save 40% and provide the whole year’s pages upfront. One-time packs start at $19 for 300 pages, valid for 365 days. See Pricing for all four tiers.
Can support staff see client data?
Not by default. If content is needed to solve a problem, we ask for time-limited permission for that one job.
Related tools and guides
Try the bank statement converter on a client statement
Try 3 pages free — no account or card required. Review every row before you download.