Who uses a bank statement converter, and for what
Different jobs, same starting point: transactions locked in PDF statements, scans and photos. Pick your workflow below to see how it turns into balance-checked spreadsheets and import files — and what it costs on the pricing page.
Updated October 28, 2026
- Bank statement analysis for mortgage brokers and lendersTurn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.
- Bank statement conversion for accountants and bookkeepersTurn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.
- Organize your bank statements for tax preparationTurn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.
- Simple bookkeeping from your bank statementsTurn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.
- Track your spending from bank statementsSee where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.
Your next statement takes seconds.
See what we find on your statement before you pay.