Stop Manually Inputting Client Bank Statements
Half of clients can't find their bank's CSV export — they send PDF statements, and someone at your firm keys them in. Convert those PDFs above into reconciled CSV, Excel, or QBO files instead: the parser checks opening balance + transactions = closing balance on every file and flags anything uncertain, so you review the exceptions rather than re-typing the statement.
Drag & drop your bank statement
PDF only · processed in your browser · nothing is uploaded
Choose a fileDoing this monthly or across clients?
Batch multi-file conversion and direct QuickBooks/Xero sync — join the early-access list. We only collect your email, never your statement.
Built around how firms actually work
- Every conversion is reconciled to the statement's own balances — the same totals check you'd run before any import.
- Uncertain rows are flagged and highlighted, never silently dropped or guessed. You review exceptions, not whole files.
- Exports are import-ready: CSV, QuickBooks-formatted CSV, Excel, QBO, and QIF.
- Wrapped multi-line descriptions are merged back into their transaction — the thing generic PDF tools chronically split into broken rows.
Client confidentiality, by architecture
Client statements never leave the machine: parsing runs entirely in the browser, with no upload, no server-side storage, and nothing used to train any model. That's a materially easier conversation with a client — or an engagement letter — than any cloud converter or chatbot. You can verify it by disconnecting from the internet after the page loads; the converter keeps working.
Month-end workflow
- Collect client PDF statements as usual — no bank logins or feed permissions to chase.
- Convert each statement above; confirm the Reconciled badge, review any flagged rows against the PDF.
- Export QuickBooks CSV or QBO and import to QuickBooks Online, or CSV for Xero and others.
Processing a stack of statements per client each month? Multi-file batch conversion and direct QuickBooks/Xero sync are in development — the early-access button below adds you to the list.