Clients' bank statements into spreadsheets, ready for tax prep
Convert a year of PDF or photographed statements into Excel or CSV, and know no transaction was skipped.
Drop your statement here
PDF, scan or photo. 5 pages free, no signup.
Statement of account
Example only, USD
01/10 to 31/10
Opening 2,140.50
| Date | Details | Amount | Balance |
|---|---|---|---|
| 01/10 | SALARY HALDEN & CO | 5,390.50 | |
| 02/10 | RENT PAYMENT | 3,940.50 | |
| 04/10 | GROCERY STORE 2241 | 3,854.08 | |
| 09/10 | TRANSFER FROM SAVINGS | 4,254.08 | |
| 14/10 | ELECTRICITY BILL | 4,212.88 | |
| 21/10 | RIDE SHARE | 4,194.13 | |
| 28/10 | ONLINE ORDER REFUND | 4,219.12 |
- Every balance checked
- Scans and phone photos
- Files deleted after processing
- Never used to train AI
From a shoebox of PDFs to rows you can sort
Convert each month's statement to Excel or CSV with real dates and amounts, then filter and total income and expenses in your own spreadsheet.
Know nothing is missing
A skipped deposit or expense changes the return. Each statement's running balance is rebuilt and compared with the printed balance, so a missing row shows up before you rely on the numbers.
Built for seasonal work
Packs ($12 for 150 pages or $39 for 600 pages) never expire, so you can buy for the season without a subscription. Failed pages are never charged.
How every balance gets checked
Most converters stop at reading the page. We prove the numbers add up.
Read
Text PDFs are parsed exactly. Scanned or photographed statements are read by AI.
Rebuild
Starting from the opening balance, every transaction is added or subtracted in order.
Compare
Each running total is matched to the balance printed on the page. Anything off is flagged before you download Excel.
Questions, answered
Can it merge twelve months into one file?
Not yet. Each statement converts to its own file today. Merging several months is planned.
Does it categorise expenses for Schedule C?
Not yet. You get clean rows to categorise in your own spreadsheet or software.
Try it on a real statement
5 pages free. No account, no card. Your file is deleted when it's done.
Convert a statement