Convert PDF Bank Statements to Excel, CSV & Xero
Transform messy PDF bank statements into clean, organized spreadsheets in seconds. AI-powered accuracy designed for accountants and finance teams.
Features
Everything you need to convert bank statements
Built for professionals who demand accuracy, security, and speed when working with financial data.
Lightning Fast Processing
Convert your PDF bank statements to Excel or CSV in under 30 seconds with our advanced AI technology. No waiting, no queues.
Bank-Level Security
End-to-end encryption with automatic file deletion after processing. Your financial data never stays on our servers.
Multiple Export Formats
Export as Excel, CSV, or directly to Google Sheets — perfectly formatted for accounting software.
Google Workspace
Export directly to Google Sheets and Drive. Work with your financial data across Google's productivity suite.
Xero Integration
Export transactions to Xero with automatic categorization and bank account matching.
97% Accuracy Rate
Our AI accurately extracts dates, descriptions, amounts, and balances from all major bank statement formats.
Scanned PDF Support
Got a scanned or image-based PDF? Our OCR technology reads and extracts transactions with 95%+ accuracy.
Supports All Major Banks
Our AI recognizes and accurately processes statements from hundreds of financial institutions
+ 200 more banks and credit unions supported
Integrations
Connect with your favorite tools
Export your converted data directly to the accounting and productivity tools you already use.
Google Sheets
Export directly to a new or existing spreadsheet
Google Drive
Save converted files directly to your Drive
Xero
Sync transactions with automatic categorization
QuickBooks
Export transactions in IIF format
FreshBooks
Import transactions into FreshBooks
Wave
Sync with Wave accounting
Need a specific integration? Let us know
How It Works
Three steps. That's it.
Go from PDF to structured spreadsheet in under 30 seconds.
Upload Your PDF
Drag and drop your PDF bank statement or click to browse. We support files up to 50MB from any bank.
AI Extracts Your Data
Our AI reads every transaction — dates, amounts, descriptions, balances — and categorizes them automatically.
Download or Export
Get a clean Excel or CSV file instantly, or export directly to Google Sheets, Xero, or QuickBooks.
Pricing
Simple, transparent pricing
Start with Professional for just $19/month. 7-day free trial on all paid plans.
Free
Try it out — no credit card needed
No credit card required
- 3 conversions per month
- Up to 400 transactions per file
- Files up to 10MB
- Basic CSV export
- Email support
- Basic AI recognition
Professional
For accountants and small businesses
7-day free trial · Cancel anytime
- 1,000 transactions/month
- Up to 500 transactions per file
- Advanced AI recognition
- Scanned PDF support (OCR)
- Google Sheets integration
- Xero integration (single file export)
- Bulk processing (up to 10 files)
- AI transaction categorization
- Merchant name normalization
- Priority support
Business
For teams and growing companies
7-day free trial · Cancel anytime
- 5,000 transactions/month
- Up to 1,000 transactions per file
- Everything in Professional
- AI cash flow forecasting
- AI budget recommendations
- Spending trend analysis
- Financial assistant chatbot
- Multi-user access (up to 5 users)
- Bulk export to Xero (multiple files)
- Dedicated support
Need unlimited conversions?
Custom integrations, on-premise deployment, and dedicated support tailored to your organization.
Frequently asked questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.
What file formats are supported?
We support PDF bank statements from 200+ banks, including scanned and image-based PDFs with OCR technology.
Is my data secure?
Absolutely. We use bank-level encryption and automatically delete files after processing.
Do you offer a free trial?
Yes! Both Professional and Business plans include a 7-day free trial.