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Bank statement PDFs to clean rows, balance-checked
You get CSVs for Excel, or QBO for QuickBooks Web Connect.
Reads text-based US statements.
Ledger rows
| Description | Amount | Balance |
|---|---|---|
| Opening balance | 1,250.00 | |
| Northwind client | 800.00 | 2,050.00 |
| Check 1042, rent | −75.50 | 1,974.50 |
Ties out
How it works
january-statement.pdf
Text-based PDF
Upload the PDF
The limit is 8 MB and 40 pages.
Northwind client800.00
Check 1042, rent-75.50
Review the transactions
If the statement prints a running balance and a row breaks it, that row is marked.
- CSVQBO
Download CSV or QBO
CSV and QBO are built in the browser from those rows.
Which statements work
Layouts
The tests use generated sample statements. A bank logo on this page would be a guess.
Two layouts are covered: a single Amount column, or separate Debit and Credit columns. Each sample has a date, a beginning balance, and an ending balance.
Column headers the reader recognizes include Date, Posted, Description, Memo, Debit, Withdrawal, Credit, Deposit, Amount, and Balance.
Dates are US month/day/year, and amounts are dollars. A different layout can come back with no transactions. Try a statement from your own bank before you buy a pack.
- Amount column, or Debit and Credit
- A date plus beginning and ending balances
- US dates and dollar amounts
Amount column
- Date
- Description
- Amount
- Balance
Debit and credit
- Date
- Description
- Debit
- Credit
Page packs
A page is one page of the PDF. A 6-page statement spends 6 pages.
You pay once, and pages never expire.
Most popular
A working month
29
about 9.7¢ a page
- 300 pages
- A month of client statements
A backlog
79
about 6.6¢ a page
- 1,200 pages
- A stack of statements
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Questions
Do you store my statements?
The PDF is read in memory for the conversion and then discarded. It is not stored.
How do paid pages work on another computer?
Stripe Checkout collects your email and signs you in. On another computer, ask for a sign-in link to that email. A password is optional.
How does this get into QuickBooks?
Import the QBO file with QuickBooks Web Connect. The CSV opens in Excel.
Does it work with scanned statements?
No. Open the PDF and drag across a dollar amount. If the number highlights, the file has text this converter can read. If the drag selects nothing, the page is a picture.