US
The bank statement converter: any PDF to clean, reconciled Excel.
Drop in a PDF from any bank, get a tidy, reconciled spreadsheet ready for Xero, QuickBooks or Tally. Password-protected statements and scans work too — the password is only ever used in your browser. We check every opening and closing balance, so you never hand over numbers that don't add up.
Free to try · Files auto-deleted · We never train AI on your data.
Drop your bank statement PDF
Any UK bank. Scanned ones too. Get Excel, CSV or Xero-ready in seconds.
From a messy PDF to clean, checked Excel.
The exact thing you'd otherwise retype by hand — done in seconds, and proven to add up.
FIRST NATIONAL BANK
Statement · J. Sample · Apr 2026
04/01 POS PURCHASE MERCH 1 ···· 37.35 ···· 25,962.65
04/03 ACH PAYROLL DEPOSIT ·· 1,821.00 ···· 27,733.95
04/06 ACH PAYROLL DEPOSIT ·· 1,842.00 ···· 29,414.80
04/07 POS PURCHASE MERCH 7 ·· 111.45 ···· 29,303.35
04/09 ACH PAYROLL DEPOSIT ·· 1,863.00 ···· 31,042.55
···cramped · unaligned · can't copy···
What lands in your inbox
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-04-01 | POS Purchase | 47.43 | — | 31,169.17 |
| 2026-04-03 | Payroll Deposit | — | 2,312.67 | 33,481.84 |
| 2026-04-06 | Payroll Deposit | — | 2,339.34 | 35,821.18 |
| 2026-04-07 | POS Purchase | 141.54 | — | 35,679.63 |
| 2026-04-09 | Payroll Deposit | — | 2,366.01 | 38,045.64 |
What you download — ready for Xero
You didn't become a bookkeeper to retype bank statements.
Every month, the same three headaches — for every client.
Hours, every month
Re-keying PDF statements into Excel — per client. Time you can't bill.
One wrong figure
A single mistyped number and the whole reconciliation is off.
Untrusted free tools
Pasting client bank data into random websites you don't trust.
How do I convert a bank statement PDF to Excel?
Three steps, under a minute. Upload the PDF, check the reconciliation result, download the format you need — Excel, CSV, QBO, OFX, QIF or Tally XML.
Upload
The PDF from any UK bank — any layout, scanned ones too.
We extract & check
Every transaction pulled, then we confirm the totals reconcile. Anything unsure is flagged, not guessed.
Download
Clean Excel / CSV — or a Xero / QuickBooks-ready file.
Free converters hand you numbers and hope.
We check them against your bank's own total.
How do I know the converted statement is complete?
Every conversion is gated on one identity: opening balance + credits − debits = the closing balance printed on the statement. Match, and it is marked verified and you can download a certificate saying so. No match, and you are told before you send it anywhere.
What happens when the totals don't balance?
A red banner names the gap on that statement, and the download is not blocked — you decide. Correct a misread figure straight in the results table and the check re-runs on the spot, so a single wrong digit is a five-second fix rather than a re-upload.
Can I import a bank statement PDF into Xero or QuickBooks?
Not directly — neither accepts a PDF. This produces the file each one does take: a Xero-ready CSV, QuickBooks CSV, OFX 1.0.2, or a QBO Web Connect file. Eleven formats in all, including Tally XML. Worth knowing that some QuickBooks versions reject any converted QBO with error OL-301; the CSV always imports.
Which banks does the converter support?
All of them, because it reads layouts rather than a list of banks. It handles ruled tables, borderless ones rebuilt from word positions, scans and photographs through OCR, renamed column headers, both 1,234.56 and 1.234,56 number formats, and several accounts inside one PDF.
Founder pricing
Locked forever for the first 50 bookkeepers.
Starter
$19/mo
- 100 pages / month
- QuickBooks, Xero, OFX, QIF & Tally exports
- Everything in Free
Pro
$37/mo
- 500 pages / month
- Everything in Starter
- Developer API access
Practice
$75/mo
- 2,000 pages / month
- Everything in Pro
- Priority support
If it doesn't do what we said, email us within 14 days of a charge and we'll refund it.
A fifth of the price at 2,000 pages
Compared with the closest tier from the two converters people ask about most.
100 pages / month
Export Bank Statement
$19/mo
- DocuClipper$2060 pages
- CapyParse$29150 pages
40 more pages than DocuClipper
500 pages / month
Export Bank Statement
$37/mo
- DocuClipper$111640 pages
- CapyParse$79600 pages
$74/mo less than DocuClipper
2,000 pages / month
Export Bank Statement
$75/mo
- DocuClipper$3602,000 pages
- CapyParse—custom pricing
$285/mo less than DocuClipper
Where they're better
- DocuClipper also reads invoices and receipts.
- CapyParse scores individual fields for confidence.
What you get here
- The reconciliation check, with a certificate proving the totals tie out.
- Eleven export formats, including Tally XML.
- A free tier that doesn't expire.
Competitors' published monthly rates, checked 21 September 2026. Both offer cheaper annual billing.
Questions about converting
bank statement PDFs
Bank data is sensitive and your time is billable — so here are the straight answers, before you ever upload a thing.
Still not sure?
You'll talk to me — not a bot.
Reply to any email and it comes straight to me, the developer who built this. Ask anything — or just tell me which bank to add next.
Ask a question →Which banks do you support?
Banks across the UK, US, Australia, New Zealand, Ireland and India — Barclays, HSBC, Lloyds, NatWest, Santander, Monzo, Starling and Revolut in the UK; Chase, Bank of America, Wells Fargo and Citi in the US; CommBank, Westpac, NAB and ANZ in Australia; ASB, BNZ and Kiwibank in New Zealand; AIB and Bank of Ireland in Ireland; SBI, HDFC, ICICI, Axis and Kotak in India. The parser reads any statement layout, so don't see yours? Send me a sample and I'll add it within days.
How accurate is it, really?
Every statement is checked with built-in reconciliation — opening balance + money in − money out must equal the closing balance. If anything doesn't add up, it's flagged before you download, so you never pass on numbers that are wrong. Free converters can't do this; they just hand you figures and hope.
Is my clients' data safe?
Yes — and it's treated as the priority it deserves. Files are encrypted in transit, auto-deleted right after conversion, and we never use your data to train AI. Your clients' statements pass through, get converted, and disappear.
Can it handle scanned or photographed statements?
Yes. Image-only PDFs (and scans a client snapped on their phone) are read automatically with OCR — then run through the same reconciliation check as a normal digital statement.
My statement PDF is password-protected — will it work?
Yes. Upload the locked PDF and you'll be asked for the password — it unlocks the file in your browser and is never sent to us. That matters for Indian e-statements from SBI, HDFC, ICICI, Axis and Kotak, where the PDF is locked by default. More on locked statements.
What can I export to?
Eleven formats. Clean Excel (.xlsx), CSV and JSON; Xero and QuickBooks CSV, QBO and OFX for QuickBooks and Quicken, QIF, and Tally XML for Tally Prime; plus two PDF reports — a reconciliation certificate proving the totals tie out, and an income & affordability report for mortgage and loan applications.
Can it analyse the statement, not just convert it?
Yes. Transactions are categorised automatically across 12 categories, with spend by category, a month-by-month breakdown, balance over time, top merchants and a cashflow summary. It also spots recurring payments — subscriptions, standing orders, salary. Try the analyser.
How is this different from the free converters?
Free tools mangle layouts, drop rows silently, and give you nothing to trust. This is built for bookkeepers: per-bank accuracy, a reconciliation check that proves the totals, accounting-ready exports, and a real person behind it who'll fix your bank if it's off.
Is it ready, and what does it cost?
The free converter is live now, so try it with a statement. Paid plans are $19, $37 or $75/mo. If it doesn't do what we said, email us within 14 days of a charge and we'll refund it.
Get your bank statements off your to-do list.
Start free with Excel and CSV. Upgrade when you want QuickBooks, Xero or Tally files, and tell me which bank you'd like supported.