Stop Manually Typing Client Bank Statements
Convert PDF bank statements to CSV or Excel in seconds. Import directly into QuickBooks, Xero, or your accounting software. Eliminate hours of data entry per client.
The Manual Bank Statement Problem
Your clients send PDF statements. Your accounting software needs structured data. The gap costs you hours every single week.
Hours of Manual Entry
Typing transactions from PDF statements takes 2-3 hours per client per month.
Transcription Errors
Manual entry introduces mistakes that take even more time to catch and fix.
Client Delays
Waiting for clients to export statements from their bank portals slows your workflow.
Low-Value Work
Your team spends billable hours on data entry instead of advisory services.
The BankConvert Solution
Upload Convert Import
Your clients send you bank statements as PDFs. Drop them into BankConvert and get clean CSV or Excel files in under 10 seconds.
Import directly into QuickBooks, Xero, FreshBooks, or any accounting software. No more manual typing or fixing alignment errors.
- Works with 296+ banks
- Convert multiple statements at once
- Standardized format for easy import
- Bank-grade security and encryption
Your New Workflow
Client Sends PDF Statement
Email, Dropbox, or direct upload—any way they send it works.
Upload to BankConvert
Drag and drop the PDF. Works with any bank, any statement format.
Download CSV/Excel
Get perfectly formatted data in seconds. Date, description, debit, credit, balance.
Import to Accounting Software
One-click import into QuickBooks, Xero, or your preferred platform.
Result: What took 2-3 hours now takes 2-3 minutes.
Works With Your Accounting Software
Seamlessly export and import into the tools you use every day.
Plus any software that accepts CSV or Excel imports. Use our API for custom integrations.
Built for Accounting Professionals
Streamline your firm workflow with features designed for high volume.
Bulk Conversion
Upload 50+ statements at once. Perfect for month-end close.
Multi-Bank Support
Works with Chase, Wells Fargo, Bank of America, and 296+ banks.
API Access
Integrate directly into your practice management software.
Team Accounts
Add your entire team. Role-based permissions included.
Client Portal
Let clients upload their own statements securely.
Priority Support
Email support with responses in under 2 hours.
"BankConvert saved our firm 15+ hours per week during tax season. We process 50+ client statements every month, and what used to take all day Friday now takes 30 minutes. Worth every penny."
Start Saving 10+ Hours Per Week
Join 1,000+ accountants who've eliminated manual bank statement entry.
Common Questions from Firms
Everything you need to know about integrating BankConvert into your practice.
Yes. Our engine is built for bulk processing. You can upload multiple files or a single large PDF containing hundreds of pages, and we will extract every transaction into a single, clean file.
We specifically look for check numbers and multi-line descriptions. Our parser normalizes these into separate columns so you can map them correctly in QuickBooks or Xero without manual cleanup.
Absolutely. You can export directly to CSV formats optimized for QBO, Xero, or Sage. We ensure dates are in the correct format (MM/DD/YYYY) and amounts are clean of symbols.
We use bank-grade encryption for transmission. Files are processed in volatile memory and purged immediately after you finish your session. We do not sell or store client financial records.
Yes. We support standard bank accounts, credit cards, and even some merchant processor statements (like Stripe or PayPal) to help with full reconciliation.