Klippa Alternative: Convert Bank Statements to Excel and CSV

Klippa is now Doxis AI.dp, an enterprise document AI engine sold inside a much larger content platform. If you just need a bank statement turned into a spreadsheet today, BankXLSX converts PDF and scanned statements to clean Excel and CSV in the browser. No quote, no integration project, free to try.

Free to try, no credit card
Published pricing, no sales call
Tuned to US bank statement layouts

PDF, JPG, PNG, BMP, HEIC, TIFF, MT940

Upload your bank statement

Extract:

Why People Look for a Klippa Alternative

Klippa built a genuinely capable extraction engine, and the reasons buyers shop around have little to do with accuracy. They are about who the product is sold to, and what happened to the company.

The Product You Searched For Is Now Called Doxis

SER Group acquired Klippa in March 2025, and on March 30, 2026 Klippa began operating under the Doxis brand. DocHorizon became Doxis AI.dp and SpendControl became Doxis SpendControl. If you bookmarked Klippa a year ago, the tool you are evaluating today sits under a different name inside a different catalog.

It Is an Enterprise Platform, Not a Tool You Open

Doxis AI.dp is positioned as the document processing engine inside a broad intelligent content platform aimed at large organizations. A bookkeeper with a client PDF on the desktop is not the buyer that product was designed around.

Pricing Comes From a Quote, Not a Page

Klippa priced by monthly document volume, document type, and which modules you enable, quoted per customer. There is no published tier you can read and act on this afternoon, which makes a small evaluation slow to even start.

Bank Statements Are One of 100+ Document Types

The platform advertises coverage across receipts, invoices, ID documents, contracts, and more. Breadth is the selling point. If bank statements are the only thing you convert, most of what you would pay for goes unused.

The Center of Gravity Is European

Klippa grew up in Groningen, in the Netherlands, and now reports into a German group. That is a strength for EU compliance work and a weaker fit if every statement on your desk comes from Chase, Wells Fargo, or a US credit union with its own layout quirks.

You Get JSON to Integrate, Not a Spreadsheet

The output is structured data for your systems to consume through an API or a workflow. Turning that into an XLSX with date, description, debit, credit, and a running balance is work someone still has to do.

How BankXLSX Compares as a Klippa Alternative

BankXLSX does one job. It turns bank and card statements into accurate, reconciliation-ready spreadsheets, with nothing to procure or build in between.

Excel and CSV From One Upload

Export a clean XLSX or CSV from the same run, ready for QuickBooks, Xero, or any spreadsheet workflow.

Start Today, No Procurement

Upload in the browser and download the result. No quote, no scoping call, no implementation partner.

Free to Start

Convert a real statement free with no credit card, then judge the output on your own files before you spend anything.

OCR for Scans and Photos

Scanned PDFs and phone photos convert out of the box in PDF, JPG, PNG, BMP, HEIC, and TIFF.

90+ US Banks and Card Issuers

Templates tuned to the layouts, date formats, and running balances that US institutions actually print.

Accounting-Native Output Too

Beyond Excel and CSV you can export QBO, OFX, QFX, and QIF, so the file drops straight into accounting software.

Convert a Bank Statement in 3 Steps

No sales call, no onboarding, no credit card.

1

Upload

Drop in a PDF or scanned bank statement. Multi-page and multi-month files work.

Tip: Password-protected PDFs are supported.

2

Convert

Every transaction is extracted into structured columns automatically.

Tip: Scanned statements are read with built-in OCR.

3

Download

Export to Excel or CSV, then import into your accounting software.

Tip: Columns are reconciliation-ready out of the box.

BankXLSX vs Klippa at a Glance

An honest side-by-side, including the cases where Klippa, now Doxis, is the better buy.

Bookkeepers

Turn client PDFs into clean ledgers without an integration or a procurement cycle.

Accountants and CPAs

Prep audit and tax workpapers from multi-month statements in minutes.

Small Businesses

Get statement data into a spreadsheet for reconciliation and reporting.

Lenders and Advisors

Spread a borrower transaction history for cash-flow review without a platform rollout.

Klippa vs BankXLSX: which one fits your workflow

Both read financial documents well. They are sold to completely different people. Klippa, now Doxis AI.dp, is enterprise infrastructure: you buy a document processing engine, connect it to your systems, and run many document types through it at volume. BankXLSX is a finished tool: you upload a bank statement and download a spreadsheet. Which one is right depends less on accuracy benchmarks than on whether statement conversion is a system you are building or a task on your desk this morning. Brand and pricing details below were checked in July 2026, and both change, so confirm current figures with the vendor before you buy.

What matters to youBankXLSXKlippa (Doxis AI.dp)
Current brandBankXLSXRebranded to Doxis AI.dp in March 2026
Product typeFinished browser tool for bank statementsEnterprise IDP engine inside a content platform
Who uses it directlyBookkeepers, accountants, business ownersIT and operations teams at larger organizations
How you get a pricePublished self-serve plansCustom quote by volume, document type, and modules
Free evaluationFree to try, no credit cardDemo and trial arranged through sales
Document scopeBank and card statements, deliberately narrow100+ document types including IDs and contracts
OutputXLSX, CSV, plus QBO, OFX, QFX, QIFStructured data for your systems to consume
Regional focusUS banks and card issuersStrong European and EU compliance footprint
Extra modulesNone, conversion is the productFraud detection, anonymization, spend control
Time to first usable fileMinutes, self-serveAs long as sales and integration take
Best forFirms and businesses converting statements as a taskEnterprises automating many document flows at once

What happened to Klippa

This trips people up, so it is worth stating plainly. SER Group, the company behind the Doxis content platform, acquired Klippa in March 2025. Through 2025 it also bought Metaforce and AFI Solutions, and by January 2026 the group had consolidated everything under the Doxis name. On March 30, 2026 Klippa itself began operating as Doxis: the DocHorizon platform became Doxis AI.dp, and SpendControl became Doxis SpendControl. Nothing about that says the technology got worse. It does mean the buying experience now runs through a larger enterprise suite, which is why a search for a Klippa alternative usually turns up someone who wanted a smaller, faster path to a spreadsheet.

When Klippa, now Doxis, is genuinely the better choice

Pick the enterprise platform when the problem is bigger than statements. If you are processing receipts, invoices, ID documents, and contracts across departments, one engine that handles all of them beats four point tools. If you need identity verification, document fraud checks, or data anonymization to satisfy a compliance team, those are real modules there and they are not something a converter offers. The same applies at genuine volume, where per-document pricing negotiated against tens of thousands of documents a month will beat any seat-based plan, and to EU-centric operations where a European vendor and GDPR posture matter to procurement. If receipts rather than statements are the actual workload, a focused receipt scanning tool covers that job without an enterprise rollout.

When a converter is the better choice

Choose a converter when the statement is the deliverable, not a feature of something larger. A bookkeeper closing twelve months for a client, a CPA building workpapers, or a lender spreading a borrower deposit history all need the same output: a trustworthy sheet with date, description, debit, credit, and a running balance that ties back to the statement totals. That is a five-minute job with an upload and a download. It does not justify a scoping call, and it should not wait on a quote.

Once the data is in a spreadsheet the rest of the workflow opens up. You can categorize bank transactions in Excel against a chart of accounts, reconcile against your books, or build a profit and loss report. If you are still shortlisting, the bank statement to Excel software roundup lines the options up side by side, and the Veryfi alternative, Docsumo alternative, and Nanonets alternative pages cover three more document AI platforms in the same class.

Klippa Alternative: Common Questions

No. SER Group acquired Klippa in March 2025, and on March 30, 2026 Klippa began operating under the Doxis brand. The DocHorizon platform is now Doxis AI.dp and SpendControl is now Doxis SpendControl. The technology carried over, but the name, the catalog, and the sales process changed.

Yes. BankXLSX converts bank statements free with no credit card and nothing to install, so you can judge accuracy on a real statement in a few minutes. Klippa, now Doxis AI.dp, arranges trials through its sales team rather than a self-serve signup.

Klippa does not publish fixed tiers. Pricing is quoted per customer based on monthly document volume, which document types you process, and which modules you enable. Expect a conversation with sales rather than a price you can read off a page, and confirm current figures directly with the vendor.

Yes. Bank statement extraction is one of the document types the platform supports, alongside receipts, invoices, ID documents, and many others. It is sold as part of a broad document processing engine rather than as a standalone statement converter.

It depends on what you are building. If you need an engine embedded across many document types, another enterprise IDP platform is the honest answer. If you need US bank statements turned into accurate Excel or CSV as a recurring task, BankXLSX fits better because it is browser-based, free to start, and tuned to US statement layouts.

Yes. Upload the scan or photo and the built-in OCR reads it, so no API key or integration is involved. PDF, JPG, PNG, BMP, HEIC, and TIFF are all supported, including multi-page and password-protected files.

Yes. Alongside Excel and CSV you can export QBO, OFX, QFX, and QIF, so the file imports into QuickBooks, Quicken, and most accounting software without a mapping step.

Usually not, and that is a positioning issue rather than a quality one. Quote-based enterprise pricing and an integration-first design suit organizations automating many document flows. A firm converting a few dozen statements a month generally gets there faster with a self-serve converter.

Related Resources

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 Capital One TD Bank Charles Schwab Fidelity Vanguard E*TRADE TD Ameritrade Bank of New York Mellon State Street BMO USA Ally Financial Regions Fifth Third Bank Huntington KeyBank Citizens Financial Group First Citizens Synchrony Financial M&T Bank First Horizon Cathay Bank USAA Navy Federal Comerica Zions Bank East West Bank First National of Nebraska Frost Bank BOK Financial Fulton Financial Associated Banc-Corp Valley National Wintrust Financial First Midwest Bancorp Commerce Bancshares UMB Financial Pinnacle Bank Webster Bank Cadence Bank Old National First Interstate BancSystem Umpqua Bank First Hawaiian Bank Prosperity Bank SouthState First Merchants First Bank Holding Glacier Bank First Financial Bancorp Independent Bank Columbia Banking System Western Alliance Pacific Premier Bancorp Bank OZK United Community Banks Customers Bank Texas Capital SVB Financial Group Signature Bank First Republic Bank New York Community Bancorp Sterling Bancorp First Bank Bank United First Commonwealth Financial Flagstar Bank Synovus Bank Santander Bank Commonwealth Bank (CommBank) ANZ Bank Westpac NAB 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

From the same family of tools