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Banking Converter
Convert free

For accountants and CPAs

Client statements, reconciled and ledger-ready.

Turn client PDF statements into CSV, Excel, QBO or OFX files whose totals have already been checked against the printed balances, with a Conversion Report you can keep in the workpapers.

Convert a statement free See the Conversion Report
  • 25 pages free each month
  • No card required
  • No client bank logins
Batch · Harlow & Finch LLP · FY2026 Q15 files · 49 pages
  • harlow-finch-checking-2026-01.pdfNorthgate Savings ••••4821 · 12 pages41 rows✓ Reconciled
  • harlow-finch-checking-2026-02.pdfNorthgate Savings ••••4821 · 11 pages38 rows✓ Reconciled
  • harlow-finch-checking-2026-03.pdfNorthgate Savings ••••4821 · 14 pages · scanned46 rows · 2 flagged▲ Review
  • harlow-finch-card-2026-q1.pdfOrion Card Services ••••0187 · 9 pages63 rows✓ Reconciled
  • harlow-finch-savings-2026-q1.pdfNorthgate Savings ••••7730 · 3 pages7 rows✓ Reconciled
Download merged .qboDownload ZIP
Fictional client data

A month-end that starts with checked numbers.

Most of the time lost on client statements is not extraction, it is finding out later that a page was missed or a decimal moved. Every conversion here is reconciled before you see a download button.

  1. Collect the PDFs

    Clients send the statements they already download from their bank. Text and scanned PDFs are accepted on every plan, password-protected PDFs from Starter; no online-banking credentials change hands.

  2. Convert as a batch

    Upload a quarter or a year at once. Each statement is reconciled on its own: opening + credits − debits must equal closing, and every running balance must follow.

  3. Review only what is flagged

    Rows with low OCR confidence or merged descriptions carry a reason. Click one to see the source line on the page, then correct, merge or split it.

  4. Export to the ledger

    Download one file per statement or a merged export, in the format your accounting software imports. The Conversion Report records which checks passed.

The file your ledger expects.

These are export formats, not integrations: you import the file through your software's own bank-import wizard. Pick where the data is going and see what to download.

QuickBooks

.qboQBO from Starter · 3-column CSV on Free

Download a QBO (Web Connect) file for the bank-feed import in QuickBooks Desktop or Online, or the Standard CSV profile, which matches the 3-column Date, Description, Amount import.

What the import sees

<STMTTRN>
  <TRNTYPE>DEBIT</TRNTYPE>
  <DTPOSTED>20260304120000[0:GMT]</DTPOSTED>
  <TRNAMT>-1850.00</TRNAMT>
  <FITID>7d2c…e91a</FITID>
  <NAME>RENT CEDAR COURT MANAGEMENT</NAME>
</STMTTRN>
  • Masked account number carried in the file header
  • FITID stays stable across re-exports
  • Debits negative, credits positive
Import into QuickBooks guide

Software names are used to describe which file formats their import tools accept. Banking Converter is not affiliated with or endorsed by any of them; confirm the accepted formats in your own software's import screen.

A Conversion Report for the workpapers.

Every conversion produces a report alongside the export. It records what was checked and what was flagged, so a reviewer can see why the numbers can be relied on without re-opening the PDF.

Balance tests
Opening, closing and running-balance results, plus the printed-totals comparison when the statement prints totals.
Flagged rows
Each with its reason and source page.
Period and duplicates
Rows outside the statement period, repeated verbatim or duplicated across a page break.
Metadata
Bank, period, masked account, page count, confidence score.

Conversion Report

cv_8k2m4q · generated 2 Apr 2026

✓ All balance tests passed
Source
northgate-march-2026.pdf · 4 pages · text layer
Account
Northgate Savings Bank · ••••4821 · 1–31 Mar 2026
Rows
9 extracted · 2 flagged
Confidence
98% (text layer)
Reconciliation
Opening balance (printed)4,210.55
+ Credits (3 rows)6,780.00
− Debits (6 rows)6,342.17
= Closing (computed) vs printed 4,648.384,648.38 ✓

Flagged rows

  • p.2 r.503/14 Northgate Power & Light — LOW_OCR_CONFIDENCE 71% on amount; running balance reconciles.
  • p.2 r.903/28 Check #1042 — MERGED_DESCRIPTION: description wrapped across two lines.
Fictional example. Bank, account, names and amounts are invented.

Built for a practice, not a single statement.

The converter is the same on every plan. Paid plans add the volume and workflow tools a firm needs at quarter-end.

  • Batch conversion

    Upload a client's whole period at once and download the results as a ZIP.

    Starter and above

  • Merged exports

    Combine several statements into one file for a single import.

    Starter and above

  • Password-protected PDFs

    Open encrypted statements with the client's password; it is held encrypted only while the job runs and never logged.

    Starter and above

  • Stable transaction ids

    Re-exporting after an edit keeps the same ids, which helps your import tool recognise duplicates.

    All plans

  • Priority processing

    Conversions queue ahead of free-plan traffic during busy periods.

    Professional and above

  • Team members

    Up to five people in one organisation, sharing history and page allowance.

    Business

Client confidentiality

  1. T+0 · Upload

    TLS in transit; private storage under random keys

  2. T+24h

    Original client PDF deleted

  3. T+7d

    Extracted transactions and exports deleted

  4. Any time

    Delete now, or purge on first download

  5. Always

    Account numbers masked; content redacted from logs; never used to train models

Plans practices choose.

Compare all plans
Free$0

Try it on a real client statement. Reconciliation and the Conversion Report included. 25 pages a month, 10 per file, CSV, Excel.

Start free
Most popularProfessional$39 / month

Bookkeepers and accounting practices. All formats, batch and merge, password PDFs, API, priority processing. 1,500 pages a month, 200 per file, CSV, Excel, QBO, OFX, JSON.

Choose Professional
Business$89 / month

Larger firms and finance teams. Everything in Professional plus team seats and priority support. 5,000 pages a month, 300 per file, CSV, Excel, QBO, OFX, JSON, up to 5 team members.

Choose Business

Prices in USD, tax excluded. Annual billing covers twelve months for the price of ten. Converting on behalf of many clients or more than 5,000 pages a month? Contact us for volume and reseller pricing.

Questions from practices

No. Banking Converter produces files (CSV, Excel, QBO, OFX, JSON) that you import through your accounting software's own bank-import screen. There is no live connection to your ledger or to the client's bank.

Related: Import into QuickBooks, CSV vs QBO, Fixing duplicates after import.

Start with one client statement.

Convert it free, check the reconciliation, and open the Conversion Report before deciding anything.

Convert a statement free View pricing

25 pages per month · No card required · No bank login