A quick, narrated walkthrough of the whole workflow — upload, AI extraction, downloads, upgrade, and the full reporting suite. No sign-up needed to watch.
Have a question while watching? Drop it in the chat — we reply fast during working hours.
2-minute narrated overview — or scroll through the steps below.
Bank statements come as PDFs; your accounting software wants clean data. BankXLSX converts any PDF bank statement into Excel, CSV, or QuickBooks format in seconds — powered by AI.
Drag in a PDF, image, or MT940 file. Choose what to extract — all data or transactions only — and hit Convert. Supported: PDF, JPG, PNG, BMP, HEIC, TIFF, MT940.
Our AI reads tables, dates, amounts and running balances, then rebuilds the statement as structured data. Large scanned statements with hundreds of transactions are handled with ease.
See the extracted data right away — every transaction, every column, laid out cleanly — so you can confirm it is accurate before upgrading.
Export to Excel (XLSX), CSV, JSON, PDF, or QBO/OFX for QuickBooks. Free demo files are watermarked — upgrade for clean, complete exports.
Starter converts statements to spreadsheets. Plus and above unlock AI reports, Profit & Loss, and custom templates. Cancel anytime.
On a paid plan every export is clean and complete — no watermark, every page, ready to import.
We build a strict, validated QBO file so it imports cleanly into QuickBooks — dates, transactions and balances all mapped correctly.
Save a template once — your columns and rules — and every future statement from that bank extracts exactly the way you want.
Smart Reports categorize every transaction automatically — income vs expenses, by category — and let you fine-tune with a single click.
Generate a full P&L from one or many statements — combine multiple accounts and months into a single report, then export to Excel or CSV.
Reclassify a transaction, move a whole category, or exclude something — the totals recompute instantly.
That is BankXLSX. Try it free right now — and if you have any questions, message us in the chat. We reply fast during working hours.
Still have questions? Message us in the chat — we reply fast during working hours.
Cancel 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 |
