Convert client bank statements to analysis-ready CSV files instantly. Perfect for tax preparation, audit support, and financial review.
Upload your bank statement
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PDF, JPG, PNG, BMP, HEIC, TIFF, MT940, BAI2, NACHA, camt.053, CSV
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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 extraction shows every row so you can review before export.
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.
For firms with more than one client
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.
$74/month billed annually at $888, or $149 month to month.
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 keep your files in your account, where only you can reach them, until you delete them.
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.
Audit-ready Excel for accounting firms.
Built for high-volume tax season prep.
Convert PDF statements straight to CSV.
Generate a profit and loss from statements.
Average income for IRS Form 433 filings.
Cancel anytime from your account settings · refund policy
Get started converting bank statements to spreadsheets.
USD
per month
per month
$288 charged today
One shared monthly allowance, up to half of it per day
| Base AI Faster | 800 pages |
| Pro AI Best accuracy | 80 pages |
Scale statement conversion across your team with automation.
USD
per month
per month
$888 charged today
One shared monthly allowance, up to half of it per day
| Base AI Faster | 1,920 pages |
| Pro AI Best accuracy | 192 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
One shared monthly allowance, up to half of it per day
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
Try it once, free: sign up and convert up to 15 pages (5 per statement) with no credit card. The demo does not renew.
