Convert PDF Bank Statements to Excel & CSV
Upload a US bank statement PDF — even a scanned one — and get a clean, Excel-ready file in seconds. OCR + AI built for Chase, Bank of America, Wells Fargo and every US bank, with totals checked and reconciled. Also invoices & receipts, plus QBO for QuickBooks.
Drop your PDF or photo here
Bank statements, invoices, receipts — or click to browse. Batch upload supported.
PDF or image · any US bank or provider · digital & scanned · password-protected files
Don't have a file handy?
Imports directly into your accounting software
Sign in to keep everything as your books
Every document you convert can be saved to your account and turned into a categorized ledger with reports — optional, and only when you want it.
Auto-categorized
Every line item is sorted into a bookkeeping category. Teach it once (“STRIPE → Income”) and it applies to every document, forever.
Live ledger
Income, expenses and net roll up automatically as you add documents. Need separate sets of books? Add a workspace per business.
P&L & tax-time reports
Profit & loss, Schedule C-style expense categories and a sales-tax summary — by month, quarter or year. Print, save as PDF, or export to CSV.
Ask your books
Chat with a client's whole ledger: “What did they spend on software this quarter?” — instant answers from their real numbers.
Bookkeepers can keep multiple clients' books in one place. Invite your accountant to view them, read-only.
How it works
Three steps — about a minute.
Upload a PDF or photo
A statement, invoice or receipt — digital or scanned, any US bank or provider.
AI extracts every line
Transactions are read, categorized and reconciled against your balances or totals. Doubtful rows are flagged.
Download for Excel, CSV or QBO
Open it in Excel or import into QuickBooks or Xero. Optionally save it to your books for P&L and reports.
Private by design
Original PDF never stored; your data is encrypted and deletable anytime.
Reconciled & checked
Balances and totals verified; anything off is flagged before you file.
Scanned or digital
Advanced AI reads photographed and scanned documents, not just clean PDFs.
Any US bank or provider
27+ US banks optimised, plus any statement, invoice or receipt.
Popular conversions
Pick the format or situation that matches what you need.
Works with every US bank
Chase, Bank of America, Wells Fargo and more have optimized extraction — and every other bank just works.
View all 27+ supported banksFrequently asked questions
Is it just a file converter?
Conversion is the core: a clean CSV or QBO file from any US statement, invoice or receipt. If you sign in you can also save documents to your books and get a ledger, profit & loss report and an AI assistant — optional extras, not required.
What documents can I use?
US bank and credit-card statements, invoices, bills and receipts — from Chase, Bank of America, Wells Fargo, Capital One, Citi and any other bank, digital or scanned. Transactions are categorized into Schedule C-style accounts, ready for tax time.
Is my data stored safely?
Your original PDF is never stored — it's processed in memory and discarded. When you're signed in, the extracted data is saved to your account encrypted so you can re-download and build your books, and you can delete any of it anytime.
Does it work with QuickBooks & Xero?
Yes. Every conversion gives you a CSV and a QBO (OFX) file that import directly into QuickBooks and Xero — and CSV works with Excel, Sage and most accounting tools.
Do I need an account?
Convert your first document free with no account, to see the quality. To keep going, create an account and choose a plan — pay-as-you-go credits (never expire) or a subscription.
Convert your US statements in seconds
Convert your first document free — no account, no card.