Secure bank statement conversion
Turn bank statements into clean, reconciled data.
Upload a PDF or scanned statement, review the extracted transactions against the original, and export to CSV, Excel, QBO, OFX, or JSON, without manual retyping.
- 25 pages free each month
- No card required
- Review before downloading
- We never ask for your bank login
Built for accountants, bookkeepers, legal teams, analysts, and businesses.
Convert a statement
STEP 1 / 3Drop a PDF statement here, or
Choose a PDF- PDF only
- text-based or scanned
- password-protected
- up to 5 MB on the free plan
Files are checked as soon as they are added. Uploads by visitors without an account are removed after 60 minutes if not converted; originals 24 hours after processing.
- Protected in transit with TLS
- Original PDF deleted after 24 hours
- Delete-now control available
- See how we protect your data
Designed for statements from leading banks
The parser reads the structure of each statement instead of depending on a fixed template, helping it adapt to different layouts, dates, currencies, and number formats.
Plus Capital One, PNC Bank, Truist, TD Bank, American Express, and banks across Canada, the United Kingdom, Europe, Australia, and other regions.
Bank names indicate expected statement compatibility only. Banking Converter is not affiliated with, endorsed by, sponsored by, or connected to any institution shown.
Logos provided by Logo.devYour financial documents stay under your control.
Bank statements contain sensitive information. Here is exactly how your files and extracted data are handled, with nothing rounded up.
- T+0 · Upload
Protected in transit with TLS
- Processing
Held in private storage under random object keys
- T+24h
Original PDF automatically deleted
- T+7d
Extracted transactions and exports automatically deleted
- Any time
“Delete now” removes the conversion data immediately
- Account numbers are kept only in masked form
- Statement content is redacted from logs
- OCR runs on our own infrastructure
- Documents are not used to train models
- Passwords for encrypted PDFs are never written to logs
- Technical metadata stays in your history until you delete the conversion
Accuracy you can inspect.
Every statement is checked against its own balances before you export. Select a transaction to see exactly where it came from.
Northgate Savings Bank
Statement period 1 Mar – 31 Mar 2026
Account ••••4821
Page 2 of 4
- 03/02Payroll deposit — Harlow & Finch LLP3,190.007,400.55
- 03/04Rent — Cedar Court Management-1,850.005,550.55
- 03/07Marlow Market #214-142.185,408.37
- 03/11Transfer from savings ••••7730400.005,808.37
- 03/14Northgate Power & Light-210.405,597.97
- 03/16Payroll deposit — Harlow & Finch LLP3,190.008,787.97
- 03/21Pell Mutual Insurance-316.758,471.22
- 03/25Payment — Orion Card Services-2,930.005,541.22
- 03/28Check #1042-892.844,648.38
| Date | Description | Debit | Credit | Balance | Status |
|---|---|---|---|---|---|
| 03/02 | Payroll deposit — Harlow & Finch LLP | 3,190.00 | 7,400.55 | Checked | |
| 03/04 | Rent — Cedar Court Management | 1,850.00 | 5,550.55 | Checked | |
| 03/07 | Marlow Market #214 | 142.18 | 5,408.37 | Checked | |
| 03/11 | Transfer from savings ••••7730 | 400.00 | 5,808.37 | Checked | |
| 03/14 | Northgate Power & Light | 210.40 | 5,597.97 | Review | |
| 03/16 | Payroll deposit — Harlow & Finch LLP | 3,190.00 | 8,787.97 | Checked | |
| 03/21 | Pell Mutual Insurance | 316.75 | 8,471.22 | Checked | |
| 03/25 | Payment — Orion Card Services | 2,930.00 | 5,541.22 | Checked | |
| 03/28 | Check #1042 | 892.84 | 4,648.38 | Review |
Northgate Power & Light — OCR confidence 71% on the amount. The running balance still reconciles. Highlighted on page 2 of the statement.
In the review screen you can edit any row; edits regenerate every export format.
- Reconciled
- The extracted totals are checked against the balances printed on the statement.
- Reviewable
- Select a transaction to see where it came from on the original page.
- Editable
- Correct a row before downloading and regenerate every export.
What the converter does, and does not, promise
Six checks, shown on every conversionAccurate extraction
Every conversion is reconciled against the printed opening and closing balances and the running-balance column. The engine is tested against synthetic statements from eight regions on every release, and the result of each check is shown to you, not hidden.
Universal bank support
The parser works from the structure of the page, not a template per bank, so statements from institutions we have never seen convert the same way. Column names, date order and number formats are detected per statement.
Reconciliation checking
Opening + credits − debits must equal closing. Each balance must follow from the previous one. Rows outside the period, duplicated across a page break or repeated verbatim are flagged. The result is a Conversion Confidence Score.
Private and secure
Files are encrypted in transit, stored under random keys in private storage, and deleted automatically. Originals are deleted 24 hours after processing; exports and extracted transactions 7 days after conversion; Delete now removes everything immediately. Account numbers are stored masked.
Scanned PDFs
Scanned statements are included on every plan; password-protected PDFs from Starter. Image-only pages are straightened and read with OCR on our own servers. Words carry confidences; rows built from doubtful words are flagged and the arithmetic checks corroborate each amount.
Batch conversion
Paid plans convert many statements at once, download them as a ZIP, or merge several statements into one export with consistent columns.
Built for the people who work with financial records.
- 01
Accountants and CPAs
Turn client statements into reconciled, ledger-ready CSV, Excel, QBO, or OFX files, with a conversion report for review.
See the workflow - 02
Bookkeepers
Process months of catch-up bookkeeping in batches and focus attention on the transactions that have been flagged.
- 03
Lawyers and legal teams
Organize lengthy transaction histories into searchable tables while retaining source-page references for financial review.
Forensic accountants
Trace transactions across statements, normalize data, and compare extracted rows with the original source.
Lenders and analysts
Extract balances, transactions, metadata, and validation information through JSON or API workflows.
Businesses and finance teams
Standardize statements from multiple banks and accounts for reconciliation, reporting, and cash-flow analysis.
Individuals and sole traders
Move statement activity into a spreadsheet for budgeting, taxes, and recordkeeping.
Three steps. No retyping.
Learn how validation works- 01
Upload
Add a text-based, scanned, hybrid, or eligible password-protected PDF (password-protected PDFs from Starter). No online-banking connection is required; the file is inspected immediately and you see the page count and document type first.
- 02
Check and review
Transactions are extracted, balances are reconciled, and uncertain rows are flagged against the source page. Edit, add, merge or split rows if needed; exports are regenerated after every change.
- 03
Export
Download CSV, Excel, QBO, OFX, or JSON in the format required by your workflow, or several formats at once. The Conversion Report records which checks passed.
Export formats
- .csv
- .xlsx
- .qbo
- .ofx
- .json
Filled: included on Free. Outlined: from Starter.
Capabilities
- Scanned-statement OCR
- Balance reconciliation
- Side-by-side source review
- Batch conversionStarter+
- Merged exportsStarter+
- Password-protected PDFsStarter+
- Stable transaction IDs
- Regional date and number detection
- API accessProfessional+
On every plan
- PDF and scanned statements on every plan, password-protected PDFs from Starter
- International banks: dates, number formats and currencies detected per statement
- Secure processing: originals deleted 24 hours after processing, exports and extracted transactions after 7 days, or everything immediately on request
Start free. Upgrade when the workload grows.
Convert up to 25 pages per month to CSV and Excel with no card required. Paid plans add higher volumes, batch processing, additional formats, password-protected PDFs, and API access.
Common questions
More answers in the guides, including corrections before download, export formats, and the data processing agreement.
Upload the PDF in the converter at the top of this page, choose Excel or CSV, review the extracted rows and download. There is no software to install. The Excel converter and CSV converter pages describe each format in detail.
No. You upload a statement PDF. We never connect to your bank or ask for a login.
Yes. Image-only pages are rotated and deskewed, then read with OCR. Rows built from low-confidence words are flagged for review, and the running-balance check corroborates each amount. See the scanned statement converter.
Any bank whose statement contains a transaction table, because the parser works from page structure rather than per-bank templates. The supported banks page lists which layout families are tested and which real banks we expect to work but have not individually verified.
Files are encrypted in transit, stored privately under random keys, and deleted automatically. Originals are deleted 24 hours after processing; exports and extracted transactions 7 days after conversion; Delete now removes everything immediately. Full details are on the security page.
Every conversion is reconciled against the statement's own balances and totals, and you see the result before you download. We test the engine against synthetic statements from eight regions, but we do not publish a real-world accuracy percentage because it depends on the quality of each document. Flagged rows and the confidence score tell you what to check.
Yes. The review screen lets you change any cell, add or delete rows, merge wrapped lines or split combined entries, with the source page highlighted beside the table. Exports are regenerated after edits.
CSV (three column profiles, comma or semicolon), Excel workbooks, JSON, OFX 2.x and QBO for QuickBooks. Several formats can be downloaded from the same conversion. The free plan converts to CSV and Excel; QBO, OFX and JSON start on Starter.
No. Amounts are kept exactly as printed, in the statement's own currency, and the currency is recorded in the export.
Converting an encrypted PDF requires a paid plan, from Starter up; on the free plan, remove the password from the file first. On a paid plan you enter the password when prompted: it is used to open the file, held encrypted only while the job runs, then deleted, and it is never written to logs. See converting password-protected statements.
The free plan includes 25 pages per month with no card required. The free plan converts to CSV and Excel; QBO, OFX and JSON start on Starter. Paid plans also add more pages, batch upload, ZIP download, merged exports, password-protected PDFs and API access. See pricing.
Extraction is deterministic. An optional AI step can be used only to resolve ambiguous column mapping, using a small redacted sample of header and cell text, and it is never used to train models. Whether it is enabled in this deployment is stated on the subprocessors page.
Yes. Upload a PDF, poll the conversion status and download exports with an API key. The API overview documents the endpoints, error codes and rate limits. API access is included in paid plans.
Stop retyping bank transactions.
Convert your next statement into clean, checked data and review the result before downloading.
25 pages per month · No card required · No bank login