Professional bank statement conversion designed for insurance. Extract transaction data instantly with automated formatting.
Upload your bank statement
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Managing financial data as a insurance professional requires efficient, accurate tools.
Typing transaction data manually takes hours away from serving your insurance clients.
Manual data entry leads to mistakes that can affect financial accuracy.
Different clients use different banks, each with unique statement formats.
As your client base grows, statement processing becomes a bottleneck.
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.