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.

Preview a client statement View CSV converter ->
OUTPUT
Transaction rows
SPEED
Fast preview
EXPORTS
CSV, Excel, JSON
PARSER_PREVIEW
READY
CLIENT_CHECKING_STATEMENT.pdf
BOOKKEEPER BANK STATEMENT CONVERTER
OCR SOURCE DOCUMENT
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
JSON 
{
  "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
    }
  ]
}

FIELD_SCHEMA

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

OK

Opening balance equals prior closing balance

OK

Statement periods are separated by account

OK

Duplicate, overlapping, or missing months are visible for review

OK

Debit, credit, and balance columns stay aligned

PROOF

Bookkeeping workflow proof

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

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

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

RELATED_PARSERS

Bank Statement to Excel Bank Statement to CSV Bank Statement to JSON Bank Statement OCR Invoice to Excel Invoice to CSV Invoice to JSON Invoice OCR Purchase Order OCR Receipt OCR

BANK_STATEMENT_WORKFLOWS

For accountants For lenders

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