Free proof. Paid sheet export.
Bank statements to sheets
Preview extracted rows for free. Unlock Excel, CSV, QuickBooks, or Xero when the sheet is ready.
Proof document
Preview fields before payment.
Review beside the source
Keep rows beside the original statement before export.
Full sheet export
Excel workbook, CSV. QuickBooks CSV. Xero CSV.
Recent workspaces
Continue where you left off
Guest workspaces are kept temporarily on this device. Sign in to save them permanently.
Pick the statement workflow
Start with the path that matches this month.
Use a proof statement for first-time cleanup, bank-specific pages for known layouts, and monthly plans when clients repeat.
Focused workflows
Choose the bank-statement path that matches the job.
Keep the homepage focused on bank statements, then route visitors to the most relevant conversion page.
Spreadsheet cleanup
Bank statement to Excel
Extract transaction rows, balances, and statement periods into reviewable workbooks.
Bank-specific formats
Statement converter directory
Find existing pages for common banks and statement layouts before uploading.
Repeat client work
Bookkeeping workflow
Save mappings, review balances, and export QuickBooks or Xero CSV for recurring batches.
Review before import
PDF2TEXT keeps bank-statement cleanup reviewable.
The goal is not blind automation. The goal is a clean sheet your bookkeeping team can verify quickly.
Statement context
The original PDF stays beside the extracted rows for line-by-line checking.
Balance guardrails
Dates, totals, and missing pages stay visible before the export is trusted.
Reusable cleanup
Repeat client and bank settings can carry into the next monthly statement batch.
Compare bank-statement workflows before you choose.
PDF2TEXT is built around statement upload, row review, and accounting export instead of raw OCR text.
Directional comparison of review, table handling, balance checks, and setup workflows for bank-statement extraction.
Private by default
Your data is yours. Not ours.
Documents and results stay in an authenticated private workspace so you can review and export them.
Private workspace
Originals and results are retained for review and export; they are not automatically deleted after 24 hours.
HTTPS transport
The production website uses HTTPS, secure cookies, and strict transport security.
Account isolation
Documents, runs, results, and exports are checked against the owning account or visitor session.
Deletion requests
Contact support to request deletion or ask questions about retention and data handling.
Built for bookkeeping teams
Bank statement workflows worth paying for
The paid value is not another OCR transcript. It is a reviewed sheet your team can import or archive.
Monthly client statements
Upload client-supplied or historical bank statements, review extracted rows, then export the format your bookkeeping process expects.
Batch review
Control point
Review before import
Keep the source statement available while checking dates, descriptions, balances, and ambiguous rows.
Output
Accounting exports
Export reviewed rows to Excel, CSV, QuickBooks CSV, or Xero CSV without rebuilding the table by hand.
For recurring statement cleanup
Save bank/client mappings, batch monthly PDFs, reuse corrections, and surface duplicate, overlapping, or missing statement periods.
Client batches
Monthly statements stay grouped.
Saved mappings
Corrections can guide repeat work.
Balance checks
Totals stay visible.
QuickBooks/Xero
Exports fit accounting review.
Questions before upload
What the workflow covers
Details on security, file handling, and accounting exports.
File compatibility
We accept native PDFs, scanned images (JPG/PNG/TIFF), and Excel files. Scanned or handwritten documents should be reviewed before export.
Multi-page statements
PDF2TEXT prepares cross-page statement tables for review. Check continuation rows and repeated headers against the source before export.
Data security
Original files and results are retained in your private workspace so you can review and export them. Access requires the owning session or account, and transport uses HTTPS. Contact support to request deletion.
Accounting Exports
Export reviewed statement rows as Excel, CSV, JSON, or QuickBooks/Xero-friendly files for accounting workflows.
OCR performance
Our pre-processing pipeline enhances contrast and deskews images before extraction. Always review the extracted rows before relying on them.
Unusual layouts
Review unusual bank-statement layouts carefully before relying on the exported accounting file.
Ready to process bank statements every month?
Start with bank statements, recurring client bank-statement PDFs, and accounting exports. No credit card required.