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.
25 pages free · No credit card required · 50% off your first month when you upgrade
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.
Cancel anytime. Pages reset on your monthly renewal date — top-up refills roll over indefinitely.
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.
Bookkeepers, CPAs, and solo founders who got tired of cleaning up extraction errors at 11 p.m.
"I close books for 18 small business clients and used to spend my Sundays re-keying transactions from PDFs. Then I started using this, and now I drop in a year of statements and the Excel comes back already balanced, which gave me my weekends back."
"The reconciliation badge is the killer feature. Most converters give you data and hope you don't check it, but this one actually does the math (beginning plus credits less debits equals ending) every single time and flags the discrepancy before my client ever sees it."
"I run a one-person operation cleaning up books for restaurant clients and took on a place that hadn't reconciled in 14 months. The $39 Catch-up project converted all of it in 20 minutes, which saved me about six billable hours of data entry."
"I tried DocuClipper and MoneyThumb and both gave me data I had to spot-check line by line, whereas this one just hands me a balanced Excel and tells me when something didn't tie. Honestly it's a different product category."
"I run my e-commerce store on QuickBooks Self-Employed and used to dread tax prep until my CPA told me about this. Now I upload a year of Chase and Capital One statements, get clean Excel back, paste it into QBO, and the whole thing takes me 30 minutes instead of a weekend."
"I serve 24 small business clients across three industries and the QBO column mapping being pre-done saves me 15 minutes per file. Multiply that by 24 clients over 12 months and you can do the math on what that's worth to a one-person practice."
"As a real estate accountant I deal with 50+ statements a month between operating accounts, security deposits, and reserves, so the Practice tier paid for itself in the first week. The reconciliation badge is what sold me because I can hand off to my staff and not have to spot-check their work."
"My non-profit handles donations through Stripe plus a checking and a savings account and I'm a one-person finance team, so manually keying transactions used to eat 4 hours a month. Now it's 20 minutes and the treasurer thinks I'm a wizard."
Want to see your name here? Try 25 pages free and email us a quote after a week of using it.
If there's a material extraction error in your conversion, we'll give you an extra free month on your subscription. No back-and-forth, no escalation queues. Built by a licensed CPA who knows what "material" means in your audit.
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 and generated Excel files are automatically deleted 3 days after processing. Short retention keeps your sensitive data on our server only as long as needed.
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.
Read the full Data Security & Privacy Policy and the Terms of Service. Questions about a specific compliance requirement (HIPAA, GLBA, state CPA board rules)? Email hello@yourstatementconverter.com.
Start with 25 pages free, no credit card. When you upgrade, get 50% off your first month as a founding subscriber. Promo ends June 30. Built for bookkeepers who are tired of cleaning up extraction errors at 11 p.m. during tax season.
No credit card required to start. Cancel your subscription anytime — no contracts.