Convert bank statements to Excel, CSV, QBO, or OFX in seconds
Upload a PDF, check that the rows look right, and download the file you need. The experience is identical on the web app, Chrome extension, Google Sheets add-on, and mobile apps.
How it works
Drag PDF bank statements, forward email statements, or scan paper copies from the mobile app - no template setup required.
Column headers, running totals, currencies, and duplicates are already sorted so you simply skim and approve the CSV or Excel-ready layout.
Export the format you need in one click and send it directly to QuickBooks, NetSuite, Power BI, or your client workspace.
Use the same tools everywhere
Open the converter on desktop, inside Google Workspace, or on your phone and see the same familiar emerald and deep blue workspace with shared templates and settings.
Web Workspace
Full-screen controls, dashboards, and template sharing for finance pros who live in a browser tab.
- Batch convert hundreds of PDFs
- Share templates with teammates
- Audit-friendly history
Chrome Extension
Keep conversions beside your tabs while researching, reconciling, or chatting with clients.
- One-click install
- Auto-download results
- Keyboard shortcuts for power users
Google Sheets Add-on
Pull statements into a live spreadsheet for collaborative reviews and shared notes.
- Sheet sidebar workflow
- Cell-by-cell previews
- Export back to Excel in one tap
Mobile Apps
Field teams scan statements on site, queue uploads offline, and get notified when CSVs are ready.
- Camera capture cleans glare
- Offline queueing
- Push alerts when files finish
Choose the converter that fits your workflow
Every tool ships with the same emerald & deep blue interface plus localized guidance so your team always feels at home.
PDF to Excel Converter
Create tidy Excel workbooks with balanced running totals, frozen headers, and pivot-ready columns.
- Pivot-ready layout
- Automatic balance checks
- Currency-aware formatting
PDF to CSV Converter
Export plain CSV files with ISO dates and UTF-8 encoding so any ERP, BI tool, or spreadsheet can ingest them.
- ERP-friendly structure
- Batch multiple banks
- Custom delimiter controls
PDF to QBO Converter
Deliver QuickBooks Online-ready QBO files that retain account numbers, classes, and beginning/ending balances.
- Validated schema
- Account & class retention
- Balance guardrails
PDF to OFX Converter
Produce OFX files for treasury imports, wealth platforms, and custom automations without manual cleanup.
- OFX 2.3 output
- Tag normalization
- Treasury-friendly
Batch & API Converter
Queue hundreds of statements through the REST API or Chrome extension and route completions to webhooks or Slack.
- Webhook callbacks
- Role-based tokens
- 99.9% uptime
Chrome Extension
Stay inside Chrome and convert statements beside your other tabs with drag-and-drop uploads.
- Pin to toolbar
- Drag-drop uploads
- Instant downloads
Google Workspace Add-on
Open statements inside Google Sheets, collaborate with comments, and export back out when you are ready.
- Sidebar workflow
- Cell-by-cell preview
- One-tap export
iOS & Android Apps
Capture paper or emailed statements on site and send structured files back to HQ before you leave the branch.
- Camera scanning
- Offline queue
- Push notifications
Time saved every time you convert
Customers report these average gains after switching from manual data entry to our converter suite. Less copy/paste, more analysis, and faster answers for stakeholders.
Manual cleanup saved per statement
AI organizes columns before you even open Excel, so you start from a finished layout.
Team time freed every week
Batch mode kills repetitive imports, letting analysts jump straight to commentary and insights.
Faster handoffs to clients
Share-ready spreadsheets include filters, basic notes, and summary tabs so reviews move faster.
GenAI-ready transcripts
Structured outputs make AI agents or co-pilots answer finance questions without additional prompting.
Automation powered by geo-intelligence
Smarter parsing plus localization ensures every statement feels native to the region it came from while still landing in your spreadsheets within seconds.
AI parsing tuned for accuracy
Computer vision plus NLP tidy up running balances and unusual rows, so you waste less time hunting for transcription errors.
Geo-aware templates
Localization across EN/FR/ES/DE/HI/AR/PT/JA keeps decimals, currencies, and tone familiar for every team.
Latency-aware delivery
Edge converters spin up near the uploader, so APAC, EMEA, and Americas teams all get their exports back in seconds.
Live throughput dashboards
See volumes, success ratios, and flagged statements at a glance to decide where to focus attention next.
Worldwide converter coverage
Region-aware templates understand local accounting expectations, writing directions, and reporting calendars.
Americas
US, Canada, Mexico, LATAM hubs
- 250+ layouts optimized for QuickBooks, Xero, and NetSuite mapping
- English, French, and Spanish guided flows for mixed teams
- Average conversion time under 8 seconds from North America data centers
Europe
Eurozone, UK, Nordics, DACH
- 180+ templates matching PSD2-style statements and SEPA exports
- Localized helpers in English, French, German, and Spanish
- Built-in VAT labels to keep finance teams synchronized
Asia-Pacific
Australia, Singapore, India, Hong Kong
- 120+ APAC bank parsers with multi-currency detection
- Guidance localized for English, Hindi, and Japanese
- Calendar-aware exports that line up with regional reporting cycles
Middle East & Africa
GCC countries, South Africa, Nigeria
- 70+ regional formats with right-to-left support
- Arabic, English, and French language switches
- Pre-built categories accelerate cash-flow analysis
Spin up your converter workspace today
Launch inside the web app, Chrome extension, Sheets add-on, or mobile app and keep every workflow in sync.