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.
1
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.
2
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.
4
See the extracted data right away — every transaction, every column, laid out cleanly — so you can confirm it is accurate before upgrading.
5
Export to Excel (XLSX), CSV, JSON, PDF, or QBO/OFX for QuickBooks. Free demo files are watermarked — upgrade for clean, complete exports.
6
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.
8
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.
10
Smart Reports categorize every transaction automatically — income vs expenses, by category — and let you fine-tune with a single click.
11
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 |
