# Bank Statement Conversion

> Expanded canonical English context for Bank Statement Conversion public pages.

Localized pages, including every Tax Ready Books country page, are available in fr, es, de, hi, zh, ar, he, pt, ja, it, nl, ko, vi, pl, sv, and el by prefixing the same paths with the locale code.

Agent-friendly Markdown versions mirror each page’s published locales: use /pricing.md for English and /{locale}/{path}.md where that localized page exists, such as /fr/pricing.md. The /en/pricing.md compatibility alias is also available. The complete machine-readable inventory is available at /markdown-index.json.

This file contains curated summaries for public pages and published English blog content. It is intended for LLMs and agents that need richer context than `/llms.txt`.

## Core Pages

### [Bank Statement Conversion](https://bank-statement-conversion.com/)

URL: https://bank-statement-conversion.com/

Summary: Convert PDF, CSV, Excel, OFX, QBO, QFX, MT940, CAMT.053, and other statement formats into accounting-ready files.

The primary upload and conversion experience for transforming bank statements, invoices, receipts, and financial files into structured accounting exports.

### [Pricing](https://bank-statement-conversion.com/pricing)

URL: https://bank-statement-conversion.com/pricing

Summary: Plans and credit options for bank statement conversion, batch processing, and API usage.

Compare free, paid, business, and enterprise conversion options, including page allowances and automation capabilities.

### [Converter Tools](https://bank-statement-conversion.com/converter-tools)

URL: https://bank-statement-conversion.com/converter-tools

Summary: Directory of browser-based conversion tools for bank statement and accounting file workflows.

A central launchpad for all supported conversion workflows, including PDF, CSV, Excel, OFX, QBO, QFX, MT940, CAMT.053, BAI2, and JSON tools.

### [API Documentation](https://bank-statement-conversion.com/api)

URL: https://bank-statement-conversion.com/api

Summary: REST API documentation for programmatic bank statement conversion.

Developer documentation covering API token authentication, account capacity checks, upload endpoints, conversion status polling, download tokens, supported input files, output formats, response examples, status codes, rate limits, OpenAPI discovery at /api/openapi.json, and read-only MCP metadata for AI agents.

### [AI Agents](https://bank-statement-conversion.com/agents)

URL: https://bank-statement-conversion.com/agents

Summary: Connect AI agents to bank statement conversion with MCP, OpenAPI, REST, and an installable Agent Skill.

AI-agent landing page for Claude, ChatGPT, Codex, Cursor, and custom agents that need secure financial document conversion, scoped tokens, LLM discovery files, and the public upload, status, and download workflow.

### [MCP Setup](https://bank-statement-conversion.com/mcp)

URL: https://bank-statement-conversion.com/mcp

Summary: Set up the remote Bank Statement Conversion MCP server for AI agent clients.

Dedicated MCP setup page for Claude, Codex, Cursor, ChatGPT-compatible clients, and custom agents that need the hosted MCP endpoint, BSC_API_TOKEN configuration, scoped token abilities, and safe financial document upload and download guidance.

### [Download Apps and Extensions](https://bank-statement-conversion.com/download)

URL: https://bank-statement-conversion.com/download

Summary: Download mobile apps, desktop apps, browser extensions, and spreadsheet add-ons for statement conversion.

Distribution page for installing Bank Statement Conversion across iOS, Android, desktop, Chrome, and Google Sheets workflows.

### [About](https://bank-statement-conversion.com/about)

URL: https://bank-statement-conversion.com/about

Summary: Company and product overview for Bank Statement Conversion.

Background on the service, its focus on secure document processing, and the financial workflows it supports.

### [Contact](https://bank-statement-conversion.com/contact)

URL: https://bank-statement-conversion.com/contact

Summary: Contact Bank Statement Conversion for support, sales, and product questions.

Public contact page for account help, conversion questions, enterprise requests, and partnership inquiries.

### [Advertise with us](https://bank-statement-conversion.com/advertise)

URL: https://bank-statement-conversion.com/advertise

Summary: Sponsor the conversion results shown to people converting bank statements.

Self-serve advertising page for reserving a curated sponsor slot on the processing screen and conversion results, with creative review and performance reporting.

### [Find an Accountant or Bookkeeper](https://bank-statement-conversion.com/accountants)

URL: https://bank-statement-conversion.com/accountants

Summary: Directory of accountants, bookkeepers, and firms that help with bank statement cleanup, reconciliation, accounting software imports, and tax prep.

Marketplace directory connecting bank statement conversion users with professionals who support QuickBooks, Xero, Sage, Excel, CSV, OFX, QBO, reconciliation, cleanup, and tax workflows.

### [Get Listed as an Accountant or Bookkeeper](https://bank-statement-conversion.com/accountants/join)

URL: https://bank-statement-conversion.com/accountants/join

Summary: Partner with Bank Statement Conversion and reach users who are already working with bank statements.

Signup page for accountants, bookkeepers, tax preparers, and firms that want to join the reviewed directory and sponsor country-based placements.

### [Accountants and Bookkeepers in Canada](https://bank-statement-conversion.com/accountants/canada)

URL: https://bank-statement-conversion.com/accountants/canada

Summary: Find Canadian accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for Canadian professionals who support bank statement cleanup, QuickBooks, Xero, Sage, CSV, Excel, OFX, QBO, and tax prep.

### [Accountants and Bookkeepers in the United States](https://bank-statement-conversion.com/accountants/united-states)

URL: https://bank-statement-conversion.com/accountants/united-states

Summary: Find United States accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for United States professionals who support bank statement cleanup, QuickBooks, Xero, Sage, CSV, Excel, OFX, QBO, and tax prep.

### [Accountants and Bookkeepers in the United Kingdom](https://bank-statement-conversion.com/accountants/united-kingdom)

URL: https://bank-statement-conversion.com/accountants/united-kingdom

Summary: Find United Kingdom accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for United Kingdom professionals who support bank statement cleanup, QuickBooks, Xero, Sage, CSV, Excel, OFX, QBO, and tax prep.

### [Accountants and Bookkeepers in Australia](https://bank-statement-conversion.com/accountants/australia)

URL: https://bank-statement-conversion.com/accountants/australia

Summary: Find Australian accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for Australian professionals who support bank statement cleanup, QuickBooks, Xero, Sage, CSV, Excel, OFX, QBO, MYOB, and tax prep.

### [Accountants and Bookkeepers in Germany](https://bank-statement-conversion.com/accountants/germany)

URL: https://bank-statement-conversion.com/accountants/germany

Summary: Find German accountants and bookkeepers who help with bank statement cleanup, reconciliation, DATEV, and accounting software imports.

Country directory page for German professionals who support bank statement cleanup, DATEV, CSV, Excel, and reconciliation workflows.

### [Accountants and Bookkeepers in France](https://bank-statement-conversion.com/accountants/france)

URL: https://bank-statement-conversion.com/accountants/france

Summary: Find French accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for French professionals who support bank statement cleanup, CSV, Excel, bank reconciliation, and tax preparation workflows.

### [Accountants and Bookkeepers in India](https://bank-statement-conversion.com/accountants/india)

URL: https://bank-statement-conversion.com/accountants/india

Summary: Find Indian accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for Indian professionals who support bank statement cleanup, QuickBooks, Xero, Zoho-adjacent CSV workflows, Excel, and tax prep.

### [Accountants and Bookkeepers in the UAE](https://bank-statement-conversion.com/accountants/uae)

URL: https://bank-statement-conversion.com/accountants/uae

Summary: Find UAE accountants and bookkeepers who help with bank statement cleanup, reconciliation, and accounting software imports.

Country directory page for UAE professionals who support bank statement cleanup, accounting software imports, VAT-adjacent workflows, CSV, Excel, and reconciliation.

## Conversion Tools

### [Bank Statement Analyzer](https://bank-statement-conversion.com/bank-statement-analyzer)

URL: https://bank-statement-conversion.com/bank-statement-analyzer

Summary: Preview cash flow, merchants, duplicates, recurring payments, unusual transactions, and AI categories from bank statements.

Free preview analyzer for PDF, CSV, Excel, OFX, QBO, and QFX bank statements with locked full PDF and Excel reports that use page-based allowance or credits.

### [Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books)

URL: https://bank-statement-conversion.com/tax-ready-books

Summary: Turn a year of bank and credit-card statements into tax-ready books: categorized transactions, a draft profit and loss report, reconciliations, missing-record checks, and a 16-file year-end package.

Outcome-based fiscal-year workspace that applies bookkeeping rules and reviewed AI suggestions, matches internal transfers and card payments, checks statement coverage and balances, flags uncertain items, and produces a PDF and Excel accountant package. Country and legal-entity profiles are available for Australia, Canada, France, Germany, Ireland, the Netherlands, New Zealand, Singapore, the United Kingdom, and the United States. The output is a statement-based bookkeeping draft, not a filed tax return, complete balance sheet, or final double-entry trial balance. A free preview is available before the per-fiscal-year purchase.

### [Canada Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/canada)

URL: https://bank-statement-conversion.com/tax-ready-books/canada

Summary: Use the Canada profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Canada profile. It uses entity-aware preparation targets for T1, T2, T5013, GST/HST, or GIFI, includes official guidance from CRA, and preserves a clear boundary between draft books and completed or filed returns.

### [United States Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/united-states)

URL: https://bank-statement-conversion.com/tax-ready-books/united-states

Summary: Use the United States profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the United States profile. It uses entity-aware preparation targets for Schedule C, Form 1065, Form 1120-S, Form 1120, Form 990, or state and local sales-tax returns, includes official guidance from IRS, and preserves a clear boundary between draft books and completed or filed returns.

### [United Kingdom Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/united-kingdom)

URL: https://bank-statement-conversion.com/tax-ready-books/united-kingdom

Summary: Use the United Kingdom profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the United Kingdom profile. It uses entity-aware preparation targets for Self Assessment, partnership returns, Company Tax Returns, or statutory annual accounts, includes official guidance from HMRC, and preserves a clear boundary between draft books and completed or filed returns.

### [Australia Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/australia)

URL: https://bank-statement-conversion.com/tax-ready-books/australia

Summary: Use the Australia profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Australia profile. It uses entity-aware preparation targets for individual, partnership, company, or trust income-tax returns and Business Activity Statements, includes official guidance from ATO, and preserves a clear boundary between draft books and completed or filed returns.

### [New Zealand Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/new-zealand)

URL: https://bank-statement-conversion.com/tax-ready-books/new-zealand

Summary: Use the New Zealand profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the New Zealand profile. It uses entity-aware preparation targets for IR3, IR4, IR7, IR10, trust returns, or IR4J records, includes official guidance from Inland Revenue, and preserves a clear boundary between draft books and completed or filed returns.

### [Ireland Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/ireland)

URL: https://bank-statement-conversion.com/tax-ready-books/ireland

Summary: Use the Ireland profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Ireland profile. It uses entity-aware preparation targets for Form 11, Form 1 (Firms), CT1, B1 annual returns, or iXBRL accounts, includes official guidance from Revenue, and preserves a clear boundary between draft books and completed or filed returns.

### [France Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/france)

URL: https://bank-statement-conversion.com/tax-ready-books/france

Summary: Use the France profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the France profile. It uses entity-aware preparation targets for micro-BIC, micro-BNC, forms 2031, 2035 or 2065, and the liasse fiscale, includes official guidance from DGFiP, and preserves a clear boundary between draft books and completed or filed returns.

### [Germany Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/germany)

URL: https://bank-statement-conversion.com/tax-ready-books/germany

Summary: Use the Germany profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Germany profile. It uses entity-aware preparation targets for Anlage EÜR, E-Bilanz, Einkommensteuer, Körperschaftsteuer, Gewerbesteuer, or Umsatzsteuer returns, includes official guidance from Finanzamt / ELSTER, and preserves a clear boundary between draft books and completed or filed returns.

### [Netherlands Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/netherlands)

URL: https://bank-statement-conversion.com/tax-ready-books/netherlands

Summary: Use the Netherlands profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Netherlands profile. It uses entity-aware preparation targets for income-tax business schedules, VPB, btw returns, or KVK annual accounts, includes official guidance from Belastingdienst, and preserves a clear boundary between draft books and completed or filed returns.

### [Singapore Tax-Ready Books](https://bank-statement-conversion.com/tax-ready-books/singapore)

URL: https://bank-statement-conversion.com/tax-ready-books/singapore

Summary: Use the Singapore profile to turn a fiscal year of bank and credit-card statements into categorized books, reconciliations, a draft profit and loss report, and a country-aware accountant package.

Country-specific Tax Ready Books landing page for the Singapore profile. It uses entity-aware preparation targets for Form B/B1, Form P, ECI, Form C-S (Lite), Form C-S, or Form C, includes official guidance from IRAS, and preserves a clear boundary between draft books and completed or filed returns.

### [PDF to QBO](https://bank-statement-conversion.com/pdf-to-qbo)

URL: https://bank-statement-conversion.com/pdf-to-qbo

Summary: Convert PDF bank statements into QuickBooks Online-ready QBO files.

Extract transactions from PDF bank statements and export them in QBO format for QuickBooks bank feed import workflows.

### [Bank Payment File Generator](https://bank-statement-conversion.com/bank-payment-file-generator)

URL: https://bank-statement-conversion.com/bank-payment-file-generator

Summary: Create bank-ready payment files from Excel or CSV in ACH/NACHA, CPA005, SEPA XML, BACS, ABA, and New Zealand formats.

Multi-format payment file generator for uploading CSV, XLS, or XLSX payment rows, mapping columns, entering originator details, validating records, and downloading standard-format files for bank review.

### [Positive Pay File Generator](https://bank-statement-conversion.com/positive-pay-file-generator)

URL: https://bank-statement-conversion.com/positive-pay-file-generator

Summary: Create bank-ready Positive Pay check issue files from Excel or CSV.

Positive Pay check issue file generator with verified Chase CSV output, configurable TD eTreasury profiles, custom CSV and fixed-width bank profiles, row validation, masked previews, totals, and download tokens.

### [Check Positive Pay File Generator](https://bank-statement-conversion.com/check-positive-pay-file-generator)

URL: https://bank-statement-conversion.com/check-positive-pay-file-generator

Summary: Generate issued-check Positive Pay files from spreadsheet check registers.

Check Positive Pay workflow for mapping account number, check number, issue date, amount, payee, and issue/void/cancel actions into bank-uploadable issue files.

### [CSV to Positive Pay](https://bank-statement-conversion.com/csv-to-positive-pay)

URL: https://bank-statement-conversion.com/csv-to-positive-pay

Summary: Convert CSV check registers into Positive Pay issue files.

CSV to Positive Pay converter for Chase, TD, generic CSV, and fixed-width check issue file workflows with validation before bank upload.

### [Positive Pay File Format Tool](https://bank-statement-conversion.com/positive-pay-file-format)

URL: https://bank-statement-conversion.com/positive-pay-file-format

Summary: Build custom Positive Pay CSV and fixed-width file formats.

Positive Pay format builder for custom column order, delimiter, header row, date format, amount format, action labels, fixed-width field lengths, padding, and bank-profile warnings.

### [Chase Positive Pay File Generator](https://bank-statement-conversion.com/chase-positive-pay-file-generator)

URL: https://bank-statement-conversion.com/chase-positive-pay-file-generator

Summary: Create Chase Positive Pay CSV files using the public no-header layout.

Verified Chase Positive Pay CSV generator using check type, account number, check number, MMDDYY date, decimal amount, and 40-character payee line constraints.

### [TD Positive Pay File Generator](https://bank-statement-conversion.com/td-positive-pay-file-generator)

URL: https://bank-statement-conversion.com/td-positive-pay-file-generator

Summary: Create TD eTreasury Positive Pay files for configured upload profiles.

TD Positive Pay generator for delimited and fixed-width upload profiles with supported delimiters, csv/txt/dat extensions, amount limits, payee limits, and profile-specific caveats.

### [Bank Payment File Validator](https://bank-statement-conversion.com/bank-payment-file-validator)

URL: https://bank-statement-conversion.com/bank-payment-file-validator

Summary: Validate already-generated ACH, CPA005, SEPA XML, BACS, ABA, and New Zealand bank payment files for free.

Free uploaded-file validator for checking generated bank payment file structure, record lengths, XML safety, line endings, totals, and common format rules without using credits or creating conversion history.

### [NACHA File Generator](https://bank-statement-conversion.com/nacha-file-generator)

URL: https://bank-statement-conversion.com/nacha-file-generator

Summary: Generate standard-format NACHA ACH payment files from CSV or Excel spreadsheets.

US ACH payment file generator for PPD and CCD credit files with originator details, routing validation, fixed-width records, control totals, and bank-review caveats.

### [ACH File Generator](https://bank-statement-conversion.com/ach-file-generator)

URL: https://bank-statement-conversion.com/ach-file-generator

Summary: Create ACH payment files from spreadsheet rows for bank upload workflows.

ACH generator for converting CSV, XLS, and XLSX payment batches into NACHA-style output with mapped recipient fields, account validation, and file extension options.

### [CSV to NACHA](https://bank-statement-conversion.com/csv-to-nacha)

URL: https://bank-statement-conversion.com/csv-to-nacha

Summary: Convert CSV payment rows into NACHA ACH files.

CSV to NACHA workflow for turning payee, amount, date, routing, account, and reference columns into bank payment files for review and upload.

### [NACHA File Validator](https://bank-statement-conversion.com/nacha-file-validator)

URL: https://bank-statement-conversion.com/nacha-file-validator

Summary: Validate ACH/NACHA files before bank upload.

Uploaded-file validator for checking NACHA record lengths, block padding, line endings, header and trailer structure, totals, and common ACH formatting issues.

### [ACH File Format](https://bank-statement-conversion.com/ach-file-format)

URL: https://bank-statement-conversion.com/ach-file-format

Summary: Learn and validate ACH file format requirements for bank payment uploads.

ACH format resource and tool page covering NACHA-style fixed-width records, routing identifiers, originator setup fields, totals, and first-run test file guidance.

### [Canadian EFT File Generator](https://bank-statement-conversion.com/canadian-eft-file-generator)

URL: https://bank-statement-conversion.com/canadian-eft-file-generator

Summary: Generate Canadian EFT payment files from CSV or Excel.

Canadian EFT generator for creating CPA005-style payment files with originator number, institution, transit, account, amount, date, and reference validation.

### [CPA005 Generator](https://bank-statement-conversion.com/cpa-005-generator)

URL: https://bank-statement-conversion.com/cpa-005-generator

Summary: Create CPA005 Canadian EFT files from payment spreadsheets.

CPA005 payment file generator for Canadian credit and debit workflows with originator details, file creation number, fixed-width structure, and mandate confirmation where required.

### [CSV to EFT Canada](https://bank-statement-conversion.com/csv-to-eft-canada)

URL: https://bank-statement-conversion.com/csv-to-eft-canada

Summary: Convert CSV payment batches into Canadian EFT CPA005 files.

CSV to Canadian EFT workflow for mapping payee, amount, date, institution, transit, account, and reference columns into CPA005-style payment files.

### [EFT File Validator](https://bank-statement-conversion.com/eft-file-validator)

URL: https://bank-statement-conversion.com/eft-file-validator

Summary: Validate Canadian EFT and CPA005 payment files.

Free uploaded-file validator for Canadian EFT and CPA005-style files, checking fixed-width records, line endings, account identifiers, totals, and structural issues.

### [QuickBooks EFT File Canada](https://bank-statement-conversion.com/quickbooks-eft-file-canada)

URL: https://bank-statement-conversion.com/quickbooks-eft-file-canada

Summary: Convert QuickBooks payment CSV exports into Canadian EFT CPA005 files.

Workflow for turning QuickBooks vendor or payment CSV exports into Canadian EFT files, with clear non-affiliation and bank-setup caveats.

### [SEPA XML Generator](https://bank-statement-conversion.com/sepa-xml-generator)

URL: https://bank-statement-conversion.com/sepa-xml-generator

Summary: Generate SEPA pain.001 XML payment files from CSV or Excel.

SEPA credit transfer XML generator for creating pain.001 payment files with IBAN validation, EUR rules, message IDs, payment information IDs, and bank profile warnings.

### [CSV to SEPA XML](https://bank-statement-conversion.com/csv-to-sepa-xml)

URL: https://bank-statement-conversion.com/csv-to-sepa-xml

Summary: Convert CSV payment rows into SEPA pain.001 XML files.

CSV to SEPA XML workflow for mapping payee, amount, date, IBAN, BIC, and reference fields into ISO 20022 pain.001 credit transfer files.

### [pain.001 Generator](https://bank-statement-conversion.com/pain-001-generator)

URL: https://bank-statement-conversion.com/pain-001-generator

Summary: Create ISO 20022 pain.001 payment initiation XML from spreadsheets.

pain.001 generator for SEPA credit transfer files with configurable profile/version handling, XML output, and validation before download.

### [SEPA XML Validator](https://bank-statement-conversion.com/sepa-xml-validator)

URL: https://bank-statement-conversion.com/sepa-xml-validator

Summary: Validate SEPA pain.001 XML payment files.

Free uploaded-file validator for SEPA pain.001 XML files, checking XML safety, structure, payment initiation tags, and common ISO 20022 formatting issues.

### [BACS File Generator](https://bank-statement-conversion.com/bacs-file-generator)

URL: https://bank-statement-conversion.com/bacs-file-generator

Summary: Generate UK BACS payment files from CSV or Excel.

UK BACS payment file generator for Standard 18-style credit output with service user number, processing date, account fields, totals, and bank review guidance.

### [CSV to BACS](https://bank-statement-conversion.com/csv-to-bacs)

URL: https://bank-statement-conversion.com/csv-to-bacs

Summary: Convert CSV payment rows into UK BACS payment files.

CSV to BACS workflow for mapping recipient names, amounts, dates, references, sort codes, and account numbers into UK payment file output.

### [ABA File Generator](https://bank-statement-conversion.com/aba-file-generator)

URL: https://bank-statement-conversion.com/aba-file-generator

Summary: Generate Australian ABA Direct Entry files from CSV or Excel.

Australian ABA Direct Entry generator for credit payment files with BSB, account, Direct Entry user ID, 120-character records, CRLF line endings, and optional balancing settings.

### [CSV to ABA](https://bank-statement-conversion.com/csv-to-aba)

URL: https://bank-statement-conversion.com/csv-to-aba

Summary: Convert CSV payment rows into Australian ABA Direct Entry files.

CSV to ABA workflow for creating Australian Direct Entry payment files from payee, amount, date, reference, BSB, and account columns.

### [New Zealand Bank Payment File Generator](https://bank-statement-conversion.com/new-zealand-bank-payment-file-generator)

URL: https://bank-statement-conversion.com/new-zealand-bank-payment-file-generator

Summary: Create New Zealand bank payment files from CSV or Excel with bank-specific caveats.

Generic New Zealand payment file generator for validating NZ account number structure and creating bank-template-based files with clear profile-specific limitations.

### [PDF to CSV](https://bank-statement-conversion.com/pdf-to-csv)

URL: https://bank-statement-conversion.com/pdf-to-csv

Summary: Convert PDF bank statements into clean CSV spreadsheets.

Turn PDF statement tables into structured CSV files for Excel, Google Sheets, accounting cleanup, and reconciliation workflows.

### [PDF to Excel](https://bank-statement-conversion.com/pdf-to-excel)

URL: https://bank-statement-conversion.com/pdf-to-excel

Summary: Convert PDF bank statements into structured Excel spreadsheets.

Create XLSX exports from PDF statements while preserving transaction rows, dates, descriptions, debits, credits, and balances.

### [PDF to OFX](https://bank-statement-conversion.com/pdf-to-ofx)

URL: https://bank-statement-conversion.com/pdf-to-ofx

Summary: Convert PDF statements into OFX files for accounting and finance apps.

Generate OFX exports from PDF bank statement transactions for tools that support Open Financial Exchange imports.

### [PDF to JSON](https://bank-statement-conversion.com/pdf-to-json)

URL: https://bank-statement-conversion.com/pdf-to-json

Summary: Convert PDF bank statements into structured JSON for APIs, automation, and analytics.

Extract statement metadata and transactions into JSON for custom finance applications, data pipelines, analytics, and API integrations.

### [PDF to Markdown](https://bank-statement-conversion.com/pdf-to-markdown)

URL: https://bank-statement-conversion.com/pdf-to-markdown

Summary: Convert PDF bank statements into readable Markdown transaction tables.

Extract statement metadata and transactions into Markdown tables for notes, documentation, AI tools, and version-controlled workflows.

### [PDF to MT940](https://bank-statement-conversion.com/pdf-to-mt940)

URL: https://bank-statement-conversion.com/pdf-to-mt940

Summary: Convert PDF bank statements into SWIFT MT940 format.

Prepare MT940 statement files from PDF transactions for treasury, ERP, cash management, and bank reporting workflows.

### [PDF to CAMT.053](https://bank-statement-conversion.com/pdf-to-camt053)

URL: https://bank-statement-conversion.com/pdf-to-camt053

Summary: Convert PDF bank statements into ISO 20022 CAMT.053 XML.

Create CAMT.053 XML statements from PDF data for ISO 20022 banking, treasury, ERP, and reconciliation imports.

### [PDF to DATEV Converter](https://bank-statement-conversion.com/pdf-to-datev-converter)

URL: https://bank-statement-conversion.com/pdf-to-datev-converter

Summary: Convert PDF bank statements into DATEV-ready accounting exports.

Prepare German accounting exports from PDF bank statements for DATEV-compatible bookkeeping workflows.

### [PDF to Tally XML](https://bank-statement-conversion.com/pdf-to-tally-xml)

URL: https://bank-statement-conversion.com/pdf-to-tally-xml

Summary: Convert PDF bank statements into Tally XML voucher import files.

Prepare TallyPrime voucher import XML files from PDF bank statement transactions for accounting, bookkeeping, and reconciliation workflows.

### [PDF to UBL](https://bank-statement-conversion.com/pdf-to-ubl)

URL: https://bank-statement-conversion.com/pdf-to-ubl

Summary: Convert PDF invoices into structured UBL XML e-invoices.

Extract supplier, buyer, invoice line, VAT, and payable totals from PDF invoices and export UBL 2.1 XML for e-invoicing, ERP imports, and accounting automation.

### [PDF to Peppol](https://bank-statement-conversion.com/pdf-to-peppol)

URL: https://bank-statement-conversion.com/pdf-to-peppol

Summary: Convert PDF invoices into Peppol BIS Billing UBL XML.

Create Peppol-ready UBL invoice XML from PDF invoices with invoice lines, VAT breakdowns, supplier and buyer details, and optional Peppol endpoint, legal, and tax identifiers.

### [PDF to XRechnung](https://bank-statement-conversion.com/pdf-to-xrechnung)

URL: https://bank-statement-conversion.com/pdf-to-xrechnung

Summary: Convert PDF invoices into XRechnung-ready invoice XML.

Extract supplier, buyer, invoice line, VAT, and payable totals from PDF invoices and generate XRechnung UBL XML for German e-invoicing, ERP imports, and accounting automation.

### [PDF to ZUGFeRD](https://bank-statement-conversion.com/pdf-to-zugferd)

URL: https://bank-statement-conversion.com/pdf-to-zugferd

Summary: Convert PDF invoices into ZUGFeRD hybrid PDF/A-3 files.

Extract supplier, buyer, invoice line, VAT, and payable totals from PDF invoices and generate ZUGFeRD hybrid PDFs with embedded EN16931 CII XML for e-invoicing and ERP workflows.

### [PDF to Factur-X](https://bank-statement-conversion.com/pdf-to-factur-x)

URL: https://bank-statement-conversion.com/pdf-to-factur-x

Summary: Convert PDF invoices into Factur-X hybrid PDF/A-3 files.

Extract supplier, buyer, invoice line, VAT, and payable totals from PDF invoices and generate Factur-X hybrid PDFs with embedded EN16931 CII XML for e-invoicing and ERP workflows.

### [CAMT.053 for NetSuite](https://bank-statement-conversion.com/camt053-netsuite)

URL: https://bank-statement-conversion.com/camt053-netsuite

Summary: Prepare CAMT.053 XML files for NetSuite bank statement imports.

Convert statement data into CAMT.053 files structured for NetSuite reconciliation and treasury workflows.

### [BAI2 Generator](https://bank-statement-conversion.com/bai2-generator)

URL: https://bank-statement-conversion.com/bai2-generator

Summary: Generate BAI2 files from bank statement data.

Create BAI2 treasury and cash management files from extracted statement transactions.

### [PDF to BAI2 Converter](https://bank-statement-conversion.com/pdf-to-bai2-converter)

URL: https://bank-statement-conversion.com/pdf-to-bai2-converter

Summary: Convert PDF bank statements into clean BAI2 files.

Prepare BAI2 cash management and bank reconciliation files from PDF bank statement transactions.

### [Yardi Bank Reconciliation File Converter](https://bank-statement-conversion.com/pdf-bank-statement-to-yardi-bank-reconciliation)

URL: https://bank-statement-conversion.com/pdf-bank-statement-to-yardi-bank-reconciliation

Summary: Convert PDF bank statements into clean BAI2, CSV, and Excel files for Yardi bank reconciliation workflows.

Prepare BAI2, CSV, and Excel exports from PDF bank statements for Yardi bank reconciliation imports.

### [PDF to QFX](https://bank-statement-conversion.com/pdf-to-qfx)

URL: https://bank-statement-conversion.com/pdf-to-qfx

Summary: Convert PDF bank statements into QFX files.

Generate QFX exports for personal finance and accounting tools that support Quicken Financial Exchange imports.

### [PDF to Xero](https://bank-statement-conversion.com/pdf-to-xero)

URL: https://bank-statement-conversion.com/pdf-to-xero

Summary: Convert PDF statements into Xero-ready imports.

Prepare statement exports from PDFs for Xero bank reconciliation and accounting workflows.

### [PDF to Sage CSV](https://bank-statement-conversion.com/pdf-to-sage-csv)

URL: https://bank-statement-conversion.com/pdf-to-sage-csv

Summary: Convert PDF bank statements into Sage-compatible CSV files.

Create CSV exports for Sage 50, Sage Business Cloud, Sage Intacct, and related accounting import flows.

### [PDF to MYOB CSV](https://bank-statement-conversion.com/pdf-to-myob-csv)

URL: https://bank-statement-conversion.com/pdf-to-myob-csv

Summary: Convert PDF bank statements into MYOB-compatible CSV files.

Prepare statement transaction exports for MYOB accounting imports.

### [CSV Converter](https://bank-statement-conversion.com/csv-converter)

URL: https://bank-statement-conversion.com/csv-converter

Summary: Convert CSV bank statements into accounting and bank statement formats.

Convert CSV files into OFX, QBO, QFX, Xero, Excel, JSON, MT940, CAMT.053, BAI2, and other supported outputs.

### [CSV Cleaner](https://bank-statement-conversion.com/csv-cleaner)

URL: https://bank-statement-conversion.com/csv-cleaner

Summary: Clean and normalize messy bank statement CSV files.

Standardize transaction dates, descriptions, amounts, debit and credit columns, and other CSV bank statement fields.

### [CSV to OFX](https://bank-statement-conversion.com/csv-to-ofx)

URL: https://bank-statement-conversion.com/csv-to-ofx

Summary: Convert CSV bank statements into OFX files.

Transform tabular transaction exports into OFX files for finance tools and accounting imports.

### [CSV to Excel](https://bank-statement-conversion.com/csv-to-excel)

URL: https://bank-statement-conversion.com/csv-to-excel

Summary: Convert CSV bank statements into Excel spreadsheets.

Create XLSX-ready spreadsheet exports from CSV transaction data for analysis, reconciliation, reporting, and cleanup workflows.

### [CSV to JSON](https://bank-statement-conversion.com/csv-to-json)

URL: https://bank-statement-conversion.com/csv-to-json

Summary: Convert CSV bank statements into structured JSON.

Create machine-readable JSON from CSV statement data for APIs, dashboards, automations, and custom workflows.

### [CSV to MT940](https://bank-statement-conversion.com/csv-to-mt940)

URL: https://bank-statement-conversion.com/csv-to-mt940

Summary: Convert CSV bank statements into SWIFT MT940 files.

Build MT940 files from CSV transaction data for treasury and ERP imports.

### [CSV to CAMT.053](https://bank-statement-conversion.com/csv-to-camt053)

URL: https://bank-statement-conversion.com/csv-to-camt053

Summary: Convert CSV bank statements into CAMT.053 XML.

Build ISO 20022 CAMT.053 XML files from CSV transaction data.

### [CSV to BAI2](https://bank-statement-conversion.com/csv-to-bai2)

URL: https://bank-statement-conversion.com/csv-to-bai2

Summary: Convert CSV bank statements into BAI2 files.

Generate BAI2 cash management files from CSV statement transactions.

### [CSV to QBO](https://bank-statement-conversion.com/csv-to-qbo)

URL: https://bank-statement-conversion.com/csv-to-qbo

Summary: Convert CSV bank statements into QuickBooks QBO files.

Prepare QBO bank feed imports from CSV transaction data.

### [CSV to QFX](https://bank-statement-conversion.com/csv-to-qfx)

URL: https://bank-statement-conversion.com/csv-to-qfx

Summary: Convert CSV bank statements into QFX files.

Create QFX exports from CSV transactions for Quicken-compatible workflows.

### [Excel to OFX](https://bank-statement-conversion.com/excel-to-ofx)

URL: https://bank-statement-conversion.com/excel-to-ofx

Summary: Convert Excel bank statements into OFX files.

Turn XLS and XLSX statement exports into OFX files.

### [Excel to CSV](https://bank-statement-conversion.com/excel-to-csv)

URL: https://bank-statement-conversion.com/excel-to-csv

Summary: Convert Excel bank statements into CSV files.

Normalize Excel statement files into clean CSV exports.

### [Excel to QBO](https://bank-statement-conversion.com/excel-to-qbo)

URL: https://bank-statement-conversion.com/excel-to-qbo

Summary: Convert Excel bank statements into QuickBooks QBO files.

Create QBO imports from XLS or XLSX statement data.

### [OFX to CSV](https://bank-statement-conversion.com/ofx-to-csv)

URL: https://bank-statement-conversion.com/ofx-to-csv

Summary: Convert OFX files into CSV spreadsheets.

Extract transaction data from OFX files into CSV for review, cleanup, and analysis.

### [MT940 to CSV](https://bank-statement-conversion.com/mt940-to-csv)

URL: https://bank-statement-conversion.com/mt940-to-csv

Summary: Convert MT940 files into CSV spreadsheets.

Parse SWIFT MT940 bank statements and export transactions to CSV.

### [CAMT.053 to CSV](https://bank-statement-conversion.com/camt053-to-csv)

URL: https://bank-statement-conversion.com/camt053-to-csv

Summary: Convert CAMT.053 XML files into CSV spreadsheets.

Parse ISO 20022 CAMT.053 statements and export transaction data to CSV.

### [MT940 to CAMT.053](https://bank-statement-conversion.com/mt940-to-camt053)

URL: https://bank-statement-conversion.com/mt940-to-camt053

Summary: Convert MT940 statements into CAMT.053 XML.

Transform SWIFT MT940 statement files into ISO 20022 CAMT.053 XML.

### [CAMT.053 to MT940](https://bank-statement-conversion.com/camt053-to-mt940)

URL: https://bank-statement-conversion.com/camt053-to-mt940

Summary: Convert CAMT.053 XML into MT940 files.

Transform ISO 20022 CAMT.053 statements into SWIFT MT940 files.

### [QBO to CSV](https://bank-statement-conversion.com/qbo-to-csv)

URL: https://bank-statement-conversion.com/qbo-to-csv

Summary: Convert QBO files into CSV spreadsheets.

Extract transactions from QuickBooks QBO files into reviewable CSV format.

### [OFX Viewer](https://bank-statement-conversion.com/ofx-viewer)

URL: https://bank-statement-conversion.com/ofx-viewer

Summary: Inspect and validate OFX bank statement files in the browser.

Browser-based OFX parser and viewer for checking statement content before conversion or import.

### [MT940 Viewer](https://bank-statement-conversion.com/mt940-viewer)

URL: https://bank-statement-conversion.com/mt940-viewer

Summary: Inspect and search MT940 bank statement files.

Browser-based MT940 viewer for transaction review, validation, and reconciliation checks.

### [CAMT.053 Viewer](https://bank-statement-conversion.com/camt053-viewer)

URL: https://bank-statement-conversion.com/camt053-viewer

Summary: Inspect CAMT.053 XML bank statement files.

Browser-based CAMT.053 viewer for ISO 20022 statement parsing and validation.

### [UBL Viewer](https://bank-statement-conversion.com/ubl-viewer)

URL: https://bank-statement-conversion.com/ubl-viewer

Summary: Inspect UBL invoice XML files in the browser.

Browser-based UBL invoice viewer for checking supplier, buyer, totals, VAT breakdowns, profile IDs, and line items before ERP import or e-invoicing submission.

### [Unlock PDF Password](https://bank-statement-conversion.com/unlock-pdf-password)

URL: https://bank-statement-conversion.com/unlock-pdf-password

Summary: Unlock password-protected PDF statements for conversion.

Remove known passwords from protected PDF statements so they can be processed and converted.

### [Redact PDF](https://bank-statement-conversion.com/redact-pdf)

URL: https://bank-statement-conversion.com/redact-pdf

Summary: Redact sensitive information from PDF documents.

Browser-based PDF redaction tool for hiding sensitive financial information before sharing documents.

### [Google Sheets Add-on](https://bank-statement-conversion.com/google-sheets-addon)

URL: https://bank-statement-conversion.com/google-sheets-addon

Summary: Use Bank Statement Conversion directly from Google Sheets.

Spreadsheet add-on workflow for sending statement data to conversion tools and syncing outputs back into Sheets.

### [Chrome Extension](https://bank-statement-conversion.com/welcome-chrome-extension)

URL: https://bank-statement-conversion.com/welcome-chrome-extension

Summary: Capture and convert statements from the browser.

Chrome extension landing page for collecting statement files from browser sessions and launching conversions.

### [DocuClipper Alternative](https://bank-statement-conversion.com/docuclipper-alternative)

URL: https://bank-statement-conversion.com/docuclipper-alternative

Summary: Compare Bank Statement Conversion as a DocuClipper alternative.

Comparison page for users evaluating DocuClipper alternatives for PDF, CSV, Excel, QBO, OFX, and QFX statement conversion.

## Solutions

### [Solutions](https://bank-statement-conversion.com/solutions)

URL: https://bank-statement-conversion.com/solutions

Summary: Industry-specific bank statement processing solutions.

Overview of workflows for accountants, lawyers, investigators, business owners, and enterprise teams.

### [Enterprise Solutions](https://bank-statement-conversion.com/solutions/enterprise)

URL: https://bank-statement-conversion.com/solutions/enterprise

Summary: High-volume statement conversion for enterprise teams.

Enterprise-grade processing with security, API access, batch workflows, custom integrations, and dedicated support.

### [Solutions for Business Owners](https://bank-statement-conversion.com/solutions/business-owners)

URL: https://bank-statement-conversion.com/solutions/business-owners

Summary: Bank statement conversion workflows for entrepreneurs and small businesses.

Tools for business owners who need faster bookkeeping, reconciliation, cash flow tracking, and financial reporting.

### [Solutions for Accountants](https://bank-statement-conversion.com/solutions/accountants)

URL: https://bank-statement-conversion.com/solutions/accountants

Summary: Statement conversion tools for accounting professionals.

Accountant-focused workflows for client bookkeeping, cleanup, reporting, and multi-client statement processing.

### [Solutions for Lawyers](https://bank-statement-conversion.com/solutions/lawyers)

URL: https://bank-statement-conversion.com/solutions/lawyers

Summary: Statement processing for litigation support and legal evidence workflows.

Secure tools for asset discovery, litigation support, financial evidence preparation, and case analysis.

### [Solutions for Financial Investigators](https://bank-statement-conversion.com/solutions/financial-investigators)

URL: https://bank-statement-conversion.com/solutions/financial-investigators

Summary: Forensic statement analysis workflows for investigators.

Tools for fraud examiners, financial investigators, and enforcement teams tracing transactions and preparing evidence.

## Resources

### [Blog](https://bank-statement-conversion.com/blog)

URL: https://bank-statement-conversion.com/blog

Summary: Articles and guides about bank statement conversion, accounting automation, and financial workflows.

Educational content covering conversion formats, reconciliation, bookkeeping automation, and financial operations.

### [TFSA Calculator](https://bank-statement-conversion.com/tfsa-calculator)

URL: https://bank-statement-conversion.com/tfsa-calculator

Summary: Estimate Tax-Free Savings Account growth.

Calculator for projecting TFSA contributions, returns, and savings growth.

### [RRSP Calculator](https://bank-statement-conversion.com/rrsp-calculator)

URL: https://bank-statement-conversion.com/rrsp-calculator

Summary: Estimate Registered Retirement Savings Plan growth.

Calculator for projecting RRSP contributions, tax-advantaged savings, and retirement outcomes.

### [Debt Repayment Calculator](https://bank-statement-conversion.com/debt-repayment-calculator)

URL: https://bank-statement-conversion.com/debt-repayment-calculator

Summary: Plan debt payoff schedules and interest savings.

Calculator for comparing debt repayment strategies and visualizing payoff timelines.

## Legal

### [Terms of Service](https://bank-statement-conversion.com/terms)

URL: https://bank-statement-conversion.com/terms

Summary: Terms and conditions for using Bank Statement Conversion.

Legal terms covering access to the service, subscriptions, credits, API use, acceptable use, and account responsibilities.

### [Privacy Policy](https://bank-statement-conversion.com/privacy)

URL: https://bank-statement-conversion.com/privacy

Summary: Privacy and data protection policy for Bank Statement Conversion.

Policy describing how uploaded documents, account data, payment data, analytics, and support information are handled.

## AI Agent Integration

# Bank Statement Conversion API for AI Agents

Use this guide when configuring Codex, Claude, ChatGPT Actions, Cursor, or other AI agents to help developers integrate Bank Statement Conversion.

## Public Workflow

1. Optionally call `GET /api/user-status` to check credits, page allowance, and subscription plan.
2. Upload files with `POST /api/upload` using `statement[]`, `format`, `document_type`, and optional conversion settings.
3. Poll `GET /api/conversion-status/{jobId}` until a completed response includes `download_token`.
4. Download the converted file with `GET /api/download/{downloadToken}`.

For bank payment file generation, send `document_type=payment_file`, upload CSV/XLS/XLSX payment rows as `statement[]`, and choose one of these output formats:

- `payment_nacha` for NACHA/ACH files
- `payment_cpa005` for Canadian EFT/CPA005 files
- `payment_sepa_pain001` for SEPA pain.001 XML
- `payment_bacs` for UK BACS-style files
- `payment_aba` for Australia ABA Direct Entry files
- `payment_nz` for New Zealand bank payment files

Payment-file requests may include `payment_settings` JSON for originator/bank setup fields and `payment_mapping` JSON for manual column mapping. Omit `payment_mapping` or pass an empty object to let the service auto-detect common payment spreadsheet headers. Generated payment files are standard-format outputs that should be reviewed with the user's bank before production upload.

For Positive Pay check issue file generation, send `document_type=positive_pay_file`, `format=positive_pay`, upload CSV/XLS/XLSX check-register rows as `statement[]`, and pass `positive_pay_settings` JSON with a profile such as `chase_csv`, `td_delimited`, `td_fixed_width`, `generic_csv`, or `generic_fixed_width`. Use `positive_pay_mapping` JSON for manual source-column mapping when auto-detection is not enough.

For invoice e-invoicing outputs, send `document_type=invoice` and upload one or more PDF invoices as `statement[]`. Choose the output format for the target standard:

- `ubl_xml` for plain UBL 2.1 invoice XML
- `ubl_peppol` for Peppol BIS Billing XML based on UBL 2.1
- `xrechnung_ubl` for German XRechnung UBL XML
- `zugferd_pdf` for ZUGFeRD hybrid PDF/A-3 with embedded EN16931 CII XML
- `factur_x_pdf` for Factur-X hybrid PDF/A-3 with embedded EN16931 CII XML

These public pages use those invoice formats:

- https://bank-statement-conversion.com/pdf-to-ubl
- https://bank-statement-conversion.com/pdf-to-peppol
- https://bank-statement-conversion.com/pdf-to-xrechnung
- https://bank-statement-conversion.com/pdf-to-zugferd
- https://bank-statement-conversion.com/pdf-to-factur-x

Optional Peppol fields can be supplied as form fields when the invoice PDF does not include them: `peppol_seller_endpoint_id`, `peppol_buyer_endpoint_id`, seller and buyer legal IDs, address fields, tax IDs, and `peppol_tax_category_code`.

## Discovery

- API documentation: https://bank-statement-conversion.com/api
- OpenAPI schema: https://bank-statement-conversion.com/api/openapi.json
- LLM index: https://bank-statement-conversion.com/llms.txt
- Expanded LLM context: https://bank-statement-conversion.com/llms-full.txt
- Web MCP endpoint: https://bank-statement-conversion.com/mcp/bank-statement-conversion

## MCP

Use the web MCP endpoint with an API token created in the dashboard. Configure that token as `BSC_API_TOKEN` in the MCP client environment.

Live MCP tools use the same scoped token abilities as the REST API:

- `account:status`
- `conversion:upload`
- `conversion:read`
- `conversion:download`

ChatGPT uploads use native `files[]` file parameters. Other remote MCP clients may send files as `base64_files[].content_base64`; both paths require explicit user confirmation. The web MCP endpoint rejects server-side `file_paths`; those are only for local MCP use when the server runs on the same machine as the user.

## Safety Scope

Use a dedicated token for agent integrations, enable only the required conversion abilities, confirm sensitive uploads once before sending them, and revoke the token when access is no longer needed. Completed MCP conversions return native file attachments without requiring a second confirmation, with short-lived signed download links as a compatibility fallback.

### Safe Public Endpoint Scope

- `GET /api/user-status`: Optional preflight check for credits, page allowance, and subscription plan.
- `POST /api/upload`: Upload bank statements, invoices, receipts, payment files, or structured statement files for conversion.
- `GET /api/conversion-status/{jobId}`: Poll a conversion job until a completed response includes a download_token.
- `GET /api/download/{downloadToken}`: Download a completed conversion using the token returned in the status response.

### Agent Token Safety

- Use a dedicated token for agent integrations.
- Enable only the conversion abilities the agent needs.
- Confirm sensitive uploads once before sending them; completed MCP downloads return native file attachments without another confirmation, with short-lived signed links as a fallback.
- Revoke the token when access is no longer needed.