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Pricing

Monthly

Yearly

30% Discount + All Pages Up Front

Basic

$8/mo
$15 /mo
Save $80 / year

Get started with clean data and core features.

100 Pages /month
  • Clean Data Formatting
  • Bulk Processing
  • Multiple Export Options
  • Global Banks Supported
  • 5 MB File Size Limit

Business

$37user/mo
$60 /mo
Save $270 / year

Streamline operations for growing teams and small businesses.

1000 Pages /month
5 Synced Bank Accounts
Multi-Seat Support
  • Basic Feature Set Plus...
  • Live Sync Bank Transactions
  • Data Transforms
  • Team Collaboration
  • Cloud Document Management
  • 100 MB File Size Limit

Advanced

$58user/mo
$90 /mo
Save $380 / year

Built for finance teams that need scale, audit readiness, and zero limits.

3000 Pages /month
10 Synced Bank Accounts
Multi-Seat Support
  • Basic Feature Set Plus...
  • Live Sync Bank Transactions
  • Data Transforms
  • Team Collaboration
  • Cloud Document Management
  • 500 MB File Size Limit

Trusted by thousands of
worldwide

Chase
Brex
Zillow
First Republic
Dropbox
Cameo
Coinbase
Bloomberg
For Individuals & Accounting Firms

How it Works

From single statements to enterprise volumes — transform your financial data in minutes with our scalable process

1

Upload Bank Statements

Upload single statements or batch process hundreds of PDFs at once. Perfect for individuals managing personal finances or accounting firms handling multiple clients during busy periods.

Upload bank statement illustration

Compatible with:

PDF
TIF
PNG
JPG
Processing
05/12
GROCERY STORE
$84.27
05/14
AMAZON.COM
$29.99
05/15
UTILITY BILL
$124.50
05/18
RESTAURANT
$48.75
Total
$287.51
Entries
4
100% Processed
2

AI-Powered Data Extraction

Our enterprise-grade AI engine instantly recognizes and extracts all transaction data across hundreds of bank formats with 99.9% accuracy. Scales from personal statements to high-volume firm processing.

3

Organization in the Cloud

Organize statements by client, year, and account with smart folders and tagging. Built for accounting firms managing multiple clients while remaining simple for individual users.

File organization illustration
Team collaboration interface
4

Team Collaboration

Built for accounting firms: role-based permissions, shared workspaces, and team collaboration tools. Partners, managers, and staff each get appropriate access levels for seamless client management.

5
Google Sheets

Google Sheets Integration

Work with financial data directly in Google Sheets with our powerful add-on. Import, sync, and analyze data with custom formulas designed for accounting workflows.

Google Sheets
Google Sheets Add-on
Direct integration with your spreadsheets
Import Directly
Pull statement data straight into Google Sheets for individuals or bulk client imports
Custom Formulas
Use specialized functions to analyze data across multiple clients
Real-time Sync
Keep your spreadsheets updated with the latest processed statements
Available on Google Workspace Marketplace
Export formats illustration

Compatible with:

CSV
XLSX
JSON
ZIP
6

Export & Scale

Export processed data in Excel, CSV, JSON, or ZIP formats. Individual files for personal use, or bulk exports for firms processing hundreds of client statements monthly.

Built to Scale with You

1,000+
Statements processed per hour
Individual → Enterprise
From personal use to 100+ team members
99.9%
Accuracy across all bank formats

Your data security comes first. Guaranteed.

Bank-level Encryption

We use the same 256-bit encryption technology that banks use to keep your data secure

Transaction Security

All financial data is encrypted end-to-end and processed through secure channels with real-time monitoring

Secure Infrastructure

Our servers are protected by multiple security layers and comply with all industry standards

Regular Security Audits

We perform comprehensive security audits to ensure your data remains protected

Financial Security

Protected
Transaction SecurityEncrypted
$****.**
Document ProcessingSecured
EncryptedPCI DSS CompliantSecured

Works with hundreds of banks worldwide.

Effortlessly convert PDF statements from banks across the globe into neat and tidy Excel (XLS) spreadsheets.

PDF bank statement into Excel (XLS)
PDF bank statement into CSV
PDF bank statement into JSON
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into EXCEL (XLS)
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into CSV
Image of  (JPG/JPEG/TIFF/PNG)  bank statement into JSON

Frequently Asked Questions

Secure Encryption

Our bank statement conversion platform utilizes enterprise-grade encryption so your data and files are encrypted at rest and in transit. You can feel confident uploading your bank statements.

Bulk Processing

Our high-volume bank statement converter allow you to upload batches of statement PDFs at once. No need to convert line-by-line. Simply upload in bulk for major time savings.

Clean data formatting

Our conversion structures statement data cleanly. Key fields are formatted readably in Excel, CSV, or JSON. Data is neatly organized and easy to work with.

AI Copilot

Our in built AI copilot makes each conversion smooth and flawless - making us the industry’s most most trustable bank statement converter.

Flexible Export Options

Easily export converted statements into Excel, CSV, or JSON formats. Toggle between customized outputs with one click.

Supports 100+ major banks

Our bank statement converter offers compatibility with over 100 major banks worldwide, and even supports multilingual statements.

Built for Accounting Firms

Purpose-built features to help accounting firms manage bank statements across multiple clients