How is this different from the converter my firm already uses?

Two mechanisms: every export passes a reconciliation check against the statement’s printed balances, with failing rows flagged, and processing happens in your browser so client files are never uploaded.

Does the free tier hold back accuracy features?

No. The reconciliation gate runs on every conversion including free ones. The paid tier removes the 20 pages per month cap, nothing else.

What happens with scanned or photographed statements?

The browser engine reads text-layer PDFs, the kind downloaded from online banking. Scans and photos are not supported yet; when a file cannot be read you get an honest error, not a guess.

Do I need client consent to use it?

That is your professional call, but the architecture keeps the data on your machine: statements are parsed in the browser and never transmitted, so there is no third-party processor handling client data.

Can it handle a whole year of statements at once?

Yes. Drop multiple PDFs and they queue in one session, each with its own reconciliation stamp and export files.

A bank statement converter built for bookkeepers

Catch-up and cleanup work runs on PDF statements. Convert them to QuickBooks or Xero files in your browser, with balances checked before every export.

The job: catch-up bookkeeping from a folder of PDFs

Every bookkeeper knows the shape of this engagement. A new client arrives with books that stop eleven months ago, or never started. The bank feed reaches back 90 days at best, two of the accounts are closed, and what you actually have is a folder of PDF statements. The work is real and it pays well, but between you and the billable judgment calls sits data entry: hundreds of rows of dates, descriptions, and amounts that must arrive in QuickBooks Online or Xero exactly right.

Keying a statement by hand runs 20 to 40 minutes and risks the worst kind of error, the plausible one. A converter compresses that to minutes per statement. The question that matters is whether you can trust what comes out.

Convert a statement now

Drop bank statement PDFs here

No signup. No upload - statements are parsed in this browser tab.

Balances are checked before anything is exported.
Rows that do not tie out are flagged, never dropped.
Close the tab and nothing is left behind.

Trust is the product, so the math is checked

The professional risk in converted data is silence: an amount misread cleanly, a row dropped without a trace. You find it two weeks later when the reconciliation will not tie, and unwinding it costs more than the conversion saved. That is why this converter treats the statement’s own balances as the test. Every export is checked: previous balance plus transaction must equal the printed running balance, row by row, and opening plus activity must equal closing.

The result is a stamp on every export, from Verified row-by-row down to Reconciliation failed with the exact failing rows marked. You verify the three rows that need eyes instead of re-checking three hundred that do not. No accuracy percentage appears anywhere on this site: the stamp on your specific statement is the accuracy claim, and you can audit it against the PDF.

Client confidentiality without new paperwork

Uploading client financials to a converter is a vendor decision. AICPA confidentiality rules want a confidentiality agreement or client consent before a third party sees client data, and every PTIN holder’s written information security plan is supposed to track where client data flows. A cloud converter can satisfy all of that with contracts and certifications, but it is one more vendor to vet and one more line in the WISP.

This converter removes the question instead of answering it. Statements are parsed in your browser tab: nothing is uploaded, nothing is stored, and there is no server-side processor to document because no document data reaches a server. Open the Network tab while a conversion runs and watch. The verify page explains the one thing the site does send, a count-only usage beacon with no document content, and how to block even that.

Formats that match how you work

Exports cover QuickBooks Online 3-column CSV, the default because it is the shape QuickBooks parses most reliably, plus the 4-column Credit and Debit variant, a Xero CSV with a single signed amount, and a generic CSV with running balances for Excel work. Large exports split automatically under QuickBooks’ 350 KB cap into date-ranged files.

Multiple statements queue in one session, so a year of PDFs becomes twelve stamped exports in one sitting. Dates normalize to the target format, currency symbols and thousands separators are stripped, and ambiguous day-month statements ask you once instead of guessing.

Where it fits in the engagement

The workflow that holds up in practice: collect the statement PDFs first and check the periods form an unbroken chain, because a missing month surfaces later as an unexplainable balance jump. Convert oldest first, and after each import confirm the statement closing balance against the account balance in your books before moving to the next month. With verified imports those two numbers agree, which turns month-end reconciliation from detective work into confirmation.

Some statements still deserve hand-keying: image-only scans, statements with handwriting, or a three-transaction month where typing is faster than checking. The converter is for the two-hundred-row months, which is most of them.

Pricing that respects the engagement math

The free tier converts 20 statement pages a month with the full reconciliation gate, no signup and no card. Unlimited pages are $19 a month, or $149 a year. At bookkeeper billing rates, one converted statement pays for the month.

Billing is deliberately boring: cancel in one click, no card required to try, no auto-renew surprises. If the tool stops earning its fee, stopping is easy. That is the point.

Frequently asked questions

How is this different from the converter my firm already uses?: Two mechanisms: every export passes a reconciliation check against the statement’s printed balances, with failing rows flagged, and processing happens in your browser so client files are never uploaded.
Does the free tier hold back accuracy features?: No. The reconciliation gate runs on every conversion including free ones. The paid tier removes the 20 pages per month cap, nothing else.
What happens with scanned or photographed statements?: The browser engine reads text-layer PDFs, the kind downloaded from online banking. Scans and photos are not supported yet; when a file cannot be read you get an honest error, not a guess.
Do I need client consent to use it?: That is your professional call, but the architecture keeps the data on your machine: statements are parsed in the browser and never transmitted, so there is no third-party processor handling client data.
Can it handle a whole year of statements at once?: Yes. Drop multiple PDFs and they queue in one session, each with its own reconciliation stamp and export files.