Convert client bank statements to analysis-ready CSV files instantly. Perfect for tax preparation, audit support, and financial review.
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Tax season and audit engagements demand efficient processing of large volumes of financial documents.
Processing hundreds of client bank statements during tax season creates an enormous data entry backlog.
Extracting transaction data for audit workpapers requires meticulous accuracy and proper formatting.
Comparing transactions across tax years means processing statements spanning multiple periods.
Clients often provide statements in various formats, requiring you to normalize data for analysis.
Junior staff spending hours on data entry reduces their availability for higher-value work.
Maintaining clear audit trails while converting documents requires careful workflow management.
Our AI-powered platform delivers accurate, fast bank statement conversion.
Convert statements in seconds, not hours.
AI-powered extraction eliminates errors.
Export to Excel, CSV, or QBO.
Works with any bank statement format.
Your data is encrypted and protected.
Upload and convert multiple statements at once.
No technical expertise required.
Drag and drop your PDF bank statement.
Tip: Multi-page statements work perfectly.
Our AI extracts all transaction data automatically.
Tip: Usually takes under 30 seconds.
Get your formatted Excel or CSV file.
Tip: Ready for immediate use.
BankXLSX achieves 99.9% accuracy using advanced AI trained on millions of bank statements.
We support statements from all major US banks and most international institutions.
Yes! We offer Excel, CSV, and QBO formats for seamless import into QuickBooks, Xero, and others.
Absolutely. We use bank-level encryption and automatically delete files after processing.
We offer plans from individual to unlimited enterprise packages.
Yes! Our free trial includes up to 25 pages to test the platform.