Bank statement conversion for accountants
Every practice has the same bottleneck in January: clients who send a folder of PDFs instead of a bank feed. The work is not intellectually hard, it is just slow, and it is usually done by the person whose time is worth the most.
Convert a client statement
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
Where the time actually goes
Not in categorising. In getting the data usable at all: merging paid in and paid out columns, fixing dates that flipped on import, rejoining descriptions that wrapped, and hunting the row that stops the month from reconciling.
One column shape across every client
A practice touches dozens of banks in a season. Because every conversion returns date, description, amount and balance in the same order, your import template, your categorisation macros and your review checklist work identically whether the client banks with Chase, Barclays or CommBank.
Verification you can defend
Before anything reaches the ledger, opening balance plus the sum of amounts must equal the closing balance printed on the statement. Documenting that check per period is the cheapest audit trail available and it takes seconds per month.
Client data handling
Statements are the most sensitive documents a client sends you. The PDF is processed in memory to produce the CSV and is not retained, and there is no account holding a history of client files. Keep the originals in your own document system where your retention policy applies.
Frequently asked questions
+Can I use this for client work commercially?
Yes, there is no restriction on professional use.
+What about GDPR and client confidentiality?
Files are not stored after conversion and no account is created. Your own retention obligations still apply to the original PDFs and the exports you keep.
+Does it handle banks outside the US?
Yes, including UK, Canadian and Australian formats with their different column conventions and date orders.