AI-powered, reconciliation-verified, built by a licensed CPA. Drop in a year of PDF bank statements — get back a clean Excel file that's already balanced, ready to import into QuickBooks, Xero, or Wave.
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Every output goes through the same reconciliation check before it lands in your inbox.
Drop in PDFs from any bank — Chase, BoA, Wells, Capital One, your client's local credit union. One statement, one month, or a full year of catch-up work.
Our AI pulls every transaction, then does the math: beginning balance + credits − debits = ending balance. Anything that doesn't tie gets flagged before you see it.
Get a ready-to-import file with a "Reconciled ✓" stamp on every output. Formatted for QuickBooks, Xero, or Wave — your column mapping pre-done.
Other converters give you data and hope. We give you data that's mathematically verified — because accountants can't afford silent extraction errors.
Properly formatted columns, clean descriptions, debit/credit split done right, ending balance verified.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 01/15/2026 | Direct Deposit — Payroll | 3,450.00 | 5,230.44 | |
| 01/16/2026 | Amazon.com Purchase | 89.99 | 5,140.45 | |
| 01/17/2026 | Whole Foods Market | 156.32 | 4,984.13 | |
| 01/18/2026 | Transfer from Savings | 500.00 | 5,484.13 | |
| 01/19/2026 | Netflix Subscription | 15.99 | 5,468.14 | |
| 01/20/2026 | Shell Gas Station | 52.40 | 5,415.74 |
One-time projects for catch-up work. Subscriptions for monthly client books. No usage surprises.
Annual billing saves 20% (two months free) on all subscriptions.
Most converters in this category were built by engineers who guessed at the workflow. This one was built by a licensed CPA who does client books every day — which is why every output is reconciled before it leaves the system, why the columns are mapped for QBO and Xero out of the box, and why there's a flat-rate "catch-up project" option that matches how bookkeepers actually charge clients.
If the math doesn't tie, you see the warning before the client does. That's the difference.
If we make a material extraction error on any statement, you get a full month's refund or credit. No questions asked. We built this product because accountants deserve a tool they can trust without spot-checking.
Built by a CPA who understands client confidentiality is non-negotiable. Here's exactly how we handle the statements you upload.
Statements are uploaded over TLS, stored encrypted at rest with AES-256, and never travel unencrypted at any point.
Uploaded PDFs are automatically deleted 30 days after processing. Your converted Excel files stay in your account until you delete them.
We process statements with the Anthropic API. Your client data is never used to train AI models — yours, ours, or anyone else's. Period.
Hosted on SOC 2 Type II-certified cloud infrastructure. Payments handled by Stripe (PCI DSS Level 1). Backups encrypted and access-logged.
Your data is never sold, syndicated, or shared with marketing partners. Ever. The only third party that touches a statement is the AI provider that extracts it.
The founder is a licensed CPA who handles client books daily. We built this with client confidentiality standards baked into every design decision.
Questions about a specific compliance requirement (HIPAA, GLBA, state CPA board rules)? Email security@yourstatementconverter.com.
Start with 15 pages free. Card on file, no charge until you decide to keep going. Built for the 1,000+ bookkeepers who are tired of cleaning up extraction errors at 11 p.m. during tax season.
No spam. One email when we're ready for you.