Bank Statement to CSV Converter for CPAs - Streamline Tax Season

Convert client bank statements to analysis-ready CSV files instantly. Perfect for tax preparation, audit support, and financial review.

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your bank statement

Audit-Ready Output
IRS-Compatible Formats
99.9% Accuracy

The Unique Challenges CPAs Face with Bank Statements

Tax season and audit engagements demand efficient processing of large volumes of financial documents.

Tax Season Volume

Processing hundreds of client bank statements during tax season creates an enormous data entry backlog.

Audit Documentation

Extracting transaction data for audit workpapers requires meticulous accuracy and proper formatting.

Multi-Year Analysis

Comparing transactions across tax years means processing statements spanning multiple periods.

Client Data Gaps

Clients often provide statements in various formats, requiring you to normalize data for analysis.

Staff Efficiency

Junior staff spending hours on data entry reduces their availability for higher-value work.

Documentation Trail

Maintaining clear audit trails while converting documents requires careful workflow management.

How BankXLSX Solves This

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

Instant Processing

Convert statements in seconds, not hours.

99.9% Accuracy

AI-powered extraction eliminates errors.

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.

Frequently Asked Questions

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.

Other Bank Statement Converters

ICICI Bank JPMorgan Chase Bank of America Citigroup Wells Fargo Goldman Sachs Morgan Stanley U.S. Bancorp PNC Financial Services Truist Financial Capital One TD Bank Charles Schwab Bank of New York Mellon State Street BMO USA Ally Financial Regions Financial Fifth Third Bank Huntington Bancshares KeyBank Citizens Financial Group First Citizens BancShares Synchrony Financial M&T Bank First Horizon Cathay Bank USAA Comerica Zions Bancorporation East West Bancorp First National of Nebraska Cullen Frost Bankers BOK Financial Fulton Financial Associated Banc-Corp Valley National Bancorp Wintrust Financial First Midwest Bancorp Commerce Bancshares UMB Financial Pinnacle Financial Partners Webster Financial Cadence Bank Old National Bancorp First Interstate BancSystem Umpqua Holdings First Hawaiian Bank Prosperity Bancshares SouthState Corporation First Merchants First Bank Holding Glacier Bancorp First Financial Bancorp Independent Bank Columbia Banking System Western Alliance Bancorporation Pacific Premier Bancorp Bank OZK United Community Banks Customers Bancorp Texas Capital Bancshares SVB Financial Group Signature Bank First Republic Bank New York Community Bancorp Sterling Bancorp First Bank Bank United First Commonwealth Financial ServisFirst Bancshares Renasant Corporation Simmons First National Trustmark Corporation First Busey Community Bank System First Mid Bancshares Ameris Bancorp Hancock Whitney First BanCorp Third Coast Bancshares Home Bancshares Byline Bancorp Simmons Bank United Bankshares Peoples United Financial American Express HSBC Bank USA