Articles and updates on bank statement conversion, reconciliation and automation.
How accounting firms turn a stack of client statement PDFs into clean Excel: batch conversion, standard columns, and the reconciliation checks that keep it audit ready.
Read articleCategorize bank transactions in Xero by importing the statement, then coding each line to an account during reconciliation, with Cash Coding and bank rules doing the bulk.
Read articleAdobe Acrobat exports PDFs to Excel, but bank statements are borderless multi-page tables, the hardest case. What Acrobat does well and where it falls apart.
Read articleThree ways to auto-categorize bank statement transactions: Excel rules, accounting software bank rules, or an AI converter that tags every line from the PDF.
Read articleChatGPT can turn a bank statement PDF into a spreadsheet, but it truncates long files, ignores scans on most plans, and misreads values. What works and what breaks.
Read articleNever trust a converted statement until it foots. Five checks, in order, that catch every common extraction error in about five minutes: the balance tie-out, the transaction count, the date boundaries, the sign convention, and a targeted spot check.
Read articleBuild a bank statement pivot table in Excel to total spending by category and by month. The setup, the four formatting problems that break it, and the fixes.
Read articleDuplicates almost always trace back to two things: overlapping date ranges and a file format that carries no unique transaction ID. Here is how to prevent both, and how to clean up the ones already in your books.
Read articleYou can build a complete expense report straight from a bank or card statement. Convert the PDF to a spreadsheet, categorize each line, drop the transfers, and total by category.
Read articleSoFi gives you a CSV of roughly the last two years, but no Excel file and no running balance. For older history, closed accounts, or a clean reconcile, convert the statement PDF instead.
Read articleCancel anytime from your account settings · refund policy
Get started converting bank statements to spreadsheets.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
