Who it's for

The conversion is the same job every time. What changes is what you do with the rows afterwards.

Accountants

Convert client bank statement PDFs to CSV for year-end, catch-up and cleanup work. Any bank, consistent columns, nothing stored.

Turn client PDF statements into QuickBooks and Xero-ready CSV files. Built for catch-up work and monthly close.

Get your business bank statements into a spreadsheet for bookkeeping, tax and cash-flow analysis. Free and no signup.

Convert applicant bank statements to CSV for income verification, affordability analysis and underwriting review.

Convert a year of bank statements to CSV for tax filing, deduction totals and substantiating expenses.

Turn PDF bank statements into a spreadsheet of income and expenses for invoicing, tax and proof of earnings.

Convert bank statements to CSV to track rent received, arrears, mortgage payments and property expenses.

Convert bank statements to structured data for audit sampling, forensic analysis and fraud investigation.