Convert client bank statements for bookkeeping
Turn the PDF statements clients send you into reviewed transactions. Every row shows its source page, and the totals are checked against the statement balances 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 · 5 free pages a day
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 it each month
Collect the PDF
Convert and review
Export and clean up
What you get in the export
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 it doesn't do
- It doesn't connect to bank accounts or post entries to your ledger.
- It doesn't give tax or accounting advice.
- Team workspaces for several bookkeepers are planned, not available yet.
Pricing and free pages
5 pages free every day. 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 $5 for 30 pages and last 365 days. See Pricing for all plans.
See pricingWhy bookkeepers need review, not just conversion
Converting a statement is only useful if you can trust the result at month end. One skipped line or a debit read as a credit means a reconciliation that doesn't balance and an hour spent looking for the cause.
The review workspace is built for that search: the balance difference, the rows where the running balance stops following, and the original page sit side by side. Possible duplicates are flagged but never removed automatically, because genuine repeat payments are common in client accounts.
Client files stay 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.
The jobs this saves the most time on
Catch-up and backlog work
Bank feeds often reach back only 30–90 days when you connect them. Convert the older PDF statements and import them up to the day before the feed's first transaction.
Backfill into Xero →Clients who only send PDFs
Some clients forward statements by email at year end or VAT quarter-end. Upload up to 20 files at once, review each, and export them as one file per client.
Convert several statements →Banks without a feed
Credit unions, closed accounts and some foreign banks never connect. Their statements go through the same review and the same export layout every month.
Import into QuickBooks →Questions from bookkeepers
Can I keep client statements separate?
Yes. Each upload is its own job with its own deletion time, and a combined export only includes the files you choose. Shared team spaces are planned.
What about statements that cover several accounts?
Split the PDF by account first. Different accounts and currencies are never added together, and the balance check is per statement.
Can I convert several months at once?
Yes. Upload up to 20 statements with Convert and combine multiple files, review each one, then export them together.
Does it post to my accounting software?
No. You export Excel or CSV and import it with your usual process — the QuickBooks and Xero guides show the column mapping.
What does it cost for a typical practice?
5 pages free every day. 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 $5 for 30 pages and last 365 days. See Pricing for all plans.
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 it on one of your client statements
Convert 5 pages free every day — no account or card required. Review every row before you download.