Bank statement conversion for bookkeepers
Bookkeeping is priced by the month but the work arrives in lumps: a new client with nine months of nothing, or an existing one whose bank feed broke in March and nobody noticed until June.
Convert a client statement
Drop your PDF statement here
or click to browse · 10MB max · nothing is stored
Catch-up work, month by month
The reliable order never changes: convert oldest first, verify the closing balance, import that single period, categorise and reconcile it, then move on. Importing nine months at once feels faster and costs a day when something does not tie.
When the feed breaks mid-period
Bank feeds drop transactions silently more often than anyone admits. Converting the statement for the affected period gives you the authoritative list to compare against what the feed delivered, so you can spot the gap instead of guessing at it.
Clients who bank somewhere unsupported
Fintech accounts, credit unions and overseas banks frequently have no feed at all. A converted statement is not a workaround for those clients, it is the normal process:
- Chime, Cash App, Venmo and similar app-only accounts
- Small credit unions with no direct connection
- Foreign accounts held by a domestic business
- Closed accounts that still need historical periods booked
Pricing the work
Conversion turns an unpredictable data-entry job into a predictable one. Once the time per statement is stable, catch-up work can be quoted as a fixed fee per month of history rather than an hourly guess.
Frequently asked questions
+Is the output ready for QuickBooks import?
Yes, the CSV maps directly to the QuickBooks Online bank transaction upload with date, description and a single signed amount.
+Can I convert statements for multiple clients?
Yes, there is no volume gate. Each conversion is independent.
+Does it work with credit union statements?
Yes, including combined statements that cover several share accounts in one document.