WORKFLOW
Bank Statement Converter for Bookkeepers
Turn PDF statements into reviewable Excel or CSV rows, then create QBO files and test them in the destination accounting software.
The usual bottleneck
Clients send statements as PDFs or scans, and the bank feed is missing months.
How this converter helps
Choose the PDF, check the reconstruction against the original page, export Excel or CSV, and import with your software’s normal mapping. QBO and OFX tools are available separately.
What you get
- Excel and CSV from reviewed rows
- Scanned PDF OCR runs on the device
- Editable preview before export
- Validation report for uncertain rows
Conversion stays in your browser. Review every reconstructed row before you import the file.