How to use this tool
- 1Drag and drop up to 15 bank or credit card statement PDFs into the box above.
- 2The tool processes each file, extracting transaction line items only — no headers, footers, or summary boxes.
- 3Review every transaction in one combined, editable preview table. Fix any row inline before you export.
- 4Download as a single Excel file (one worksheet named Transactions), or export as CSV.
Why bookkeepers use this
Every bookkeeper who's done a QuickBooks cleanup or historical catch-up knows the pain: a client hands over 12 months of PDF bank statements and expects clean books. Manually retyping hundreds of transactions is slow, error-prone, and expensive. A bank statement converter pulls every line item — date, description, amount, debit, credit, and running balance — straight out of the PDF and into a spreadsheet you can review, edit, and import. It turns days of data entry into minutes, and it's the difference between a profitable cleanup engagement and one that eats your margin.
Who this is for
Bookkeepers and accountants doing client onboarding, cleanups, and historical reconstructions; bookkeeping firms reconciling corporate card statements; and CPAs preparing trial balances from statement-only records.
Is it free?
Yes — free and no signup required to use the converter. Files are processed securely and deleted after processing; nothing is stored or shared.
Is it secure?
Your statement PDFs are processed securely to extract the transaction data and are automatically deleted after processing. Nothing is stored, kept, or shared.
Practical use cases
Prep for a QuickBooks cleanup
Convert a client's 12 months of bank statements into Excel before a QuickBooks cleanup engagement, so you start with clean, importable transactions instead of retyping them.
Reconcile a corporate card
Pull a year of credit card transactions into a single sheet to reconcile against the general ledger — debits, credits, and running balances included.
Build a combined cash flow worksheet
Extract transactions from multiple checking, savings, and card accounts at once into one combined sheet to build a consolidated cash flow view.
Related
Offshore Bookkeepers for CPA FirmsStop converting statements yourself. Hand the cleanup — and the ongoing books — to a dedicated offshore bookkeeper for your firm.
Learn more