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Bank statement converter for bookkeepers

Bank statement converter for bookkeepers

Preview client statements for free, then unlock clean transaction exports when the extracted rows are useful for bookkeeping work.

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.

Several statements? Drop up to 100 at once: one payment for all of them, priced by their total pages.

Preview a client statement View CSV converter
Output
Transaction rows
Speed
Fast preview
Exports
CSV, Excel, JSON
Sample result Ready

Source documentCLIENT_CHECKING_STATEMENT.pdf

Bookkeeper Bank Statement Converter
Client statement
Bank name Account number Month Currency
Bookkeeping rows
Transaction date Description Money in Money out
Review checks
Running balance Opening balance Closing balance Transaction count

OutputJSON

{
  "document_type": "bank_statement",
  "audience": "bookkeepers",
  "bank_name": "Northstar Bank",
  "account_last4": "4821",
  "statement_period": "2026-04-01 to 2026-04-30",
  "opening_balance": 18420.25,
  "closing_balance": 22620.25,
  "transactions": [
    {
      "date": "2026-04-03",
      "description": "ACH CREDIT PAYROLL",
      "credit": 4200.0,
      "balance": 22620.25
    }
  ]
}

What gets extracted

Fields built for bookkeeping review

Bookkeepers can review dates, descriptions, debits, credits, balances, and statement periods before importing or reconciling.

Client statement

Bank name Account number Month Currency

Bookkeeping rows

Transaction date Description Money in Money out

Review checks

Running balance Opening balance Closing balance Transaction count

Supported formats

Supported bank statement formats

Inputs

Native PDF statements Scanned PDFs and phone photos Single-account and multi-account files Monthly, quarterly, and historical statements

Statement layouts

Separate debit and credit columns Running-balance tables Repeated page headers Transactions split across pages

Outputs

Clean CSV transaction rows CSV for accounting review Structured JSON QuickBooks/Xero-friendly columns

Review checks

Review checks before export

  • Opening balance equals prior closing balance
  • Statement periods are separated by account
  • Duplicate, overlapping, or missing months are visible for review
  • Debit, credit, and balance columns stay aligned

In the workspace

What you can check in the workspace

  • Side-by-side source preview with structured output on this page
  • Sample transaction rows include date, description, amount, and balance
  • Exports preserve account metadata and statement period fields
  • Private workstation keeps results reviewable before download

From client statement to reviewed rows

  1. Upload a client statement

  2. Preview up to five pages before checkout

  3. Unlock the full export when rows look useful

  4. Download CSV, Excel, JSON, QuickBooks CSV, or Xero CSV

Handles client statements that slow close work

  • Clients sending screenshots, scans, or old PDFs

  • Statement tables split across pages with repeated headers

  • Missing months and overlapping periods in catch-up work

  • Descriptions that wrap across multiple statement lines

Next step

Statement files for Xero

Overview Bank statement converter

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Bank statement workflows

For accountants For lenders

Resources

Bank statement to QuickBooks Online Bank statement to Xero Benchmark vs free tools

FAQ

Common questions

Can bookkeepers preview before paying?
Yes. Start with a free statement preview, then unlock the full export only when the result is useful.
Can this help catch-up bookkeeping?
Yes. It is designed for historical and client-supplied statements that cannot be recovered through a bank feed.
Does it support recurring client work?
Yes. Monthly plans are positioned for repeated client statement batches and review workflows.

Turn client bank statements into clean rows

Preview client statements for free, then unlock clean transaction exports when the extracted rows are useful for bookkeeping work.

Preview a client statement View CSV converter