审计就绪提取

将银行对账单转换为
Reviewable Excel

Skip manual table rebuilding. Upload a bank statement, review dates and balances, then export structured Excel data.

转换对账单 Try Sample Statement

无需注册 • 免费试用

Extracts running balances and dates for review
Keeps multi-column splits reviewable
检测货币符号 ($, €, £)

Exports for accounting review

Excel workbook QuickBooks CSV Xero CSV
FIRST NATIONAL BANK
Account Statement • Jan 2024
Account
****4821
交易记录
日期
描述
金额
余额
01/15/24
Amazon.com
-$89.99
$12,450.00
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
01/17/24
Electric Company
-$142.50
$7,307.50
01/18/24
Whole Foods Market
-$67.23
$7,240.27
bank_statement_export.xlsx
文件 主页 插入 数据
A
B
C
D
1
日期
描述
金额
余额
2
01/15/24
Amazon.com
-$89.99
$12,450.00
3
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
4
01/17/24
Electric Company
-$142.50
$7,307.50
5
01/18/24
Whole Foods Market
-$67.23
$7,240.27

将银行对账单拖放到此处

PDF、JPG或PNG，最大50MB

扫描对账单

拍摄页面并一次上传。

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添加多张照片，然后上传。

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HTTPS protected Private workspace 使用相机扫描

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.

Bank statement workflow

Transactions, periods, and balances

Use this when a client sends one statement or a historical month that needs clean rows before bookkeeping import.

Preview rows Check balances Export a sheet

Bank-specific formats

Known statement layouts

Check common bank formats when examples matter before upload.

Recurring client batches

Monthly page plans for repeat work

Use Bookkeeping or Firm when the same bank, client, and export settings repeat every month.
专为财务团队设计

表格始终是表格。每一次。

不再有断行或错位的列。我们的AI确保您的数据保持在正确的位置。

Structured rows for review

Prepare bank-statement rows with dates, descriptions, amounts, and balances so your team can review the export before using it.

一次批量处理100+文档

Upload a year of bank statements. Get one consolidated Excel file for reviewing months of client document work.

Source Review Context

Keep extracted fields near their source document so your team can review the output before using it.

就绪
Reviewable Output
<30s
处理时间
银行
银行格式
TLS
HTTPS Transport

Financial document parsers

Extract the finance PDFs that slow down close and AP work.

PDF 轉 Excel PDF to CSV PDF to JSON PDF to Text Bank Statement to Excel Bank Statement to CSV Bank Statement OCR 發票轉 Excel Invoice to CSV Bank-specific converters Invoice OCR Purchase Order OCR Receipt OCR

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.

Repeat batches

Monthly client statements

Upload client-supplied or historical bank statements, review extracted rows, then export the format your bookkeeping process expects.

Batch review

January statement 就绪
February statement 就绪
March statement Needs review

Control point

Review before import

Keep the source statement available while checking dates, descriptions, balances, and ambiguous rows.

輸出

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.

Bank statement pages

Browse statement converter pages

Find common bank-statement workflows by region, or search for the bank page closest to your file.

Ally Bank

Bank of America

Capital One

Charles Schwab

Chime

Citibank
+17

查看所有

23 United States

Barclays

Halifax

HSBC UK

Lloyds Bank

Metro Bank

Monzo
+9

查看所有

15 United Kingdom

ATB Financial

BMO

CIBC

Desjardins

EQ Bank

National Bank of Canada
+6

查看所有

12 Canada

没找到您的银行？ Start the bank-statement workflow