Process client bank statements 10x faster. Convert PDFs to Excel, QuickBooks, or Xero format with 99.9% accuracy. Trusted by 5,000+ accounting professionals.
Stop manual data entry. Convert a full year of statements in minutes instead of hours. Process multiple clients in a single batch.
Organize conversions by client. Keep separate folders, maintain audit trails, and export client-ready reports instantly.
Client data never leaves your browser. SOC 2 compliant processing ensures complete privacy for sensitive financial information.
Import transactions directly into your reconciliation workflow. Match against GL entries with date and amount sorting.
Extract deductible expenses quickly. Categorize transactions and export summaries for Schedule C, 1099 prep, and more.
Create clean transaction logs with consistent formatting. Generate audit-ready spreadsheets with original PDF references.
Catch up on historical data fast. Convert years of statements when onboarding new clients to build complete financial pictures.
QBO, IIF formats for direct import to QuickBooks Desktop and Online
Clean spreadsheets with proper formatting for analysis and custom workflows
Compatible formats for all major accounting platforms
Perfect for individual CPAs and small practices
For firms with multiple team members
Join 5,000+ accounting professionals who save hours every week. Free 14-day trial.
Start Converting Bank Statements