For Bookkeepers & Accountants

Convert Client Bank Statements to QuickBooks & Xero in Minutes

Stop the manual data entry nightmare. Extract transactions from any bank PDF and import directly into your accounting software.

QuickBooks & Xero compatible
Batch upload supported
Used by 1,000+ bookkeepers

The Catch-Up Bookkeeping Problem

Clients show up with a shoebox of bank statements. Sound familiar?

Bank Feed Gaps

Bank feeds only go back 90 days. When a client is 6 months behind, you're stuck with PDFs and manual entry.

Messy Client Records

Clients can't export their own data. They send you PDF statements and expect magic. You're left typing.

Multi-Account Chaos

Business checking, savings, credit cards, PayPal — each account is another set of PDFs to manually process.

How It Works

Three simple steps to convert your statements

1

Upload Client PDFs

Batch upload 12+ months of statements from any bank or financial institution.

2

Instant Extraction

All transactions extracted with dates, descriptions, and amounts — perfectly formatted.

3

Import to Software

Download CSV formatted for QuickBooks Online, Xero, or your preferred accounting software.

Built for Bookkeeping Workflows

Specialized features for your specific needs

QuickBooks Online Format

Export CSVs in the exact format QBO expects. Import transactions without column mapping headaches.

Xero Compatible

Properly formatted for Xero bank statement import. All columns in the right places.

Batch Processing

Upload 12, 24, or 36 months of statements at once. Process an entire year of catchup bookkeeping in minutes.

Multi-Account Handling

Keep each account separate or combine them. Export individual files or one master spreadsheet.

Proper Date Formatting

Dates export as actual Excel dates, not text strings. No more manual reformatting before import.

Description Preservation

Full transaction descriptions preserved, not truncated. See the complete merchant name and memo.

Ready to save hours of manual work?

Start converting PDF bank statements to Excel with AI-powered accuracy in seconds.

Get Started Free

No credit card required

How Statement Desk Compares

See the difference between manual entry, generic tools, and Statement Desk

Time per year of statements

Manual4-8 hours
Generic Tool1-2 hours fixing
Statement DeskBest< 15 minutes

QBO/Xero Ready

ManualManual formatting
Generic ToolNeeds adjustment
Statement DeskBestDirect Import

Date Formatting

ManualManual fix
Generic ToolOften text
Statement DeskBestExcel Dates

Batch Upload

ManualN/A
Generic ToolLimited
Statement DeskBest50+ files

Accuracy

Manual90-95%
Generic Tool95%
Statement DeskBest99.9%

Frequently Asked Questions

Yes! We format the CSV with the exact columns QBO expects: Date, Description, and Amount. Just upload to Banking > File Upload and map the columns — it takes 30 seconds.
We also export in Xero's preferred format. The CSV is ready for Xero's bank statement import feature with no modifications needed.
Absolutely. Upload statements, download the clean data, and keep everything organized by client. No cross-contamination of data.
That's exactly what we're built for. When bank feeds are down, disconnected, or don't go back far enough, upload the PDF statements and get clean data for import.
We support statements from 3,000+ financial institutions including small community banks and credit unions. Our OCR adapts to any statement format.
No Credit Card Required

Catch-Up Bookkeeping, Solved

Turn a week of data entry into 15 minutes of uploads.

Get Started Free

No credit card required • 3 free conversions

4.9/5 rating
👥10,000+ users
🔒Bank-level security