Bank Statement Converter for Bookkeepers - Automate Your Data Entry

Stop typing bank transactions manually. Convert any PDF bank statement to a clean Excel spreadsheet in seconds.

Built for Bookkeepers
Review Before Export
All Banks Supported

PDF, JPG, PNG, BMP, HEIC, TIFF, MT940

Upload your bank statement

Extract:
Convert bank statement →

Why Manual Data Entry is Holding Your Bookkeeping Business Back

Every hour spent typing transaction data is an hour not spent growing your business or serving more clients.

Endless Copy-Paste Work

Manually copying hundreds of transactions from PDF statements to spreadsheets is mind-numbing and error-prone work.

Client Deadline Pressure

When statements arrive late, you're squeezed between data entry time and client expectations for quick turnaround.

Format Inconsistencies

Different banks use different layouts, requiring constant adjustment to your data entry process.

Accuracy Concerns

Fatigue leads to errors, and a single wrong number can throw off an entire reconciliation.

Scale Limitations

You can only take on as many clients as you can manually process, limiting your income potential.

Repetitive Strain

Hours of typing and mouse work leads to physical fatigue and potential repetitive strain issues.

How BankXLSX Solves This

Our AI-powered platform delivers accurate, fast bank statement conversion.

Instant Processing

Convert statements in seconds, not hours.

AI-Powered Accuracy

AI extraction shows every row so you can review before export.

Multiple Formats

Export to Excel, CSV, or QBO.

All Banks Supported

Works with any bank statement format.

Bank-Level Security

Your data is encrypted and protected.

Batch Processing

Upload and convert multiple statements at once.

Convert in 3 Simple Steps

No technical expertise required.

1

Upload

Drag and drop your PDF bank statement.

Tip: Multi-page statements work perfectly.

2

Convert

Our AI extracts all transaction data automatically.

Tip: Usually takes under 30 seconds.

3

Download

Get your formatted Excel or CSV file.

Tip: Ready for immediate use.

For firms with more than one client

Handling statements for a whole client book?

The Plus plan is the one most accounting and bookkeeping firms end up on. It removes the per-statement page limit and adds the features that matter once you are processing for many clients instead of one.

  • Bulk upload up to 50 files at once, so a client backlog is one job, not fifty.
  • QBO (QuickBooks) export straight into your ledger.
  • Unlimited users so your whole team works from one account.
  • Categorization and merchant normalization, plus unlimited pages per statement.
See the Plus plan

$74/month billed annually at $888, or $149 month to month.

Frequently Asked Questions

BankXLSX uses AI tuned to read US bank statement layouts and shows every extracted row on screen, so you can review and correct the data before you export it. Accuracy is high on clean, text-based statements, and because you verify before download, nothing goes into your books unchecked.

We support statements from all major US banks and most international institutions.

Yes. We offer Excel, CSV, and QBO formats that import directly into QuickBooks, Xero, and other accounting software.

Absolutely. We use bank-level encryption and automatically delete files after processing.

We offer plans from individual to unlimited enterprise packages.

Yes. Create an account and run a one-time 15 page demo (5 pages per statement) with no credit card, then pick Starter or Plus.

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Categorize Transactions From a Bank Statement

Tag transactions for the ledger automatically.

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