WORKFLOW
Bank Statement Converter for Accountants and CPAs
Convert client PDFs to reviewable Excel or CSV rows. Batch-process native or scanned statements and check source-linked flags before import.
The usual bottleneck
Year-end packs arrive as dozens of PDF statements and scans. Re-keying takes hours and every typo becomes a reconciliation difference you chase later.
How this converter helps
Each statement is reconstructed in the browser. Printed running balances are checked when present. Flagged rows stay beside their source page so the engagement team can review before export.
What you get
- Balance-chain checks when the statement prints them
- Native or scanned English-language PDFs
- Source page for every row
- Excel and CSV exports
- Optional QBO and OFX tools
Conversion stays in your browser. Review every reconstructed row before you import the file.