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Bank Statement Converter Pro

SaaS

Converts PDF bank statements into Excel, CSV, QBO, JSON or OFX files, with OCR for scans, balance reconciliation and automatic spending categories.

bank-statementconverter.com
Bank Statement Converter Pro homepage screenshot

About Bank Statement Converter Pro

Bank Statement Converter Pro is a hosted tool that turns PDF bank statements into editable data files. It supports more than 675 banks and uses AI-powered OCR, so scanned statements can be read as well as digital ones.

Exports go to Excel (XLSX), CSV, QBO, JSON or OFX. Each extracted transaction links back to its location on the original PDF for one-click verification, debit and credit direction is corrected from the running balance when a bank's layout is ambiguous, and the opening balance plus credits minus debits is checked against the closing balance on every conversion. Transactions are auto-tagged with categories mapped to IRS Schedule C lines.

It is a commercial service with a free tier of 3 conversions per day and no signup, and a pricing page for paid plans. It suits bookkeepers and small business owners who need statement data in an accounting-ready format.

Key features

  • Supports 675+ banks
  • AI-powered OCR for scanned statements
  • Export to XLSX, CSV, QBO, JSON and OFX
  • Links each transaction to its PDF location
  • Automatic balance reconciliation
  • Spending categories mapped to IRS Schedule C

Good fit for

  • →Bookkeepers importing statements into QuickBooks
  • →Freelancers categorizing expenses for tax filing
Tags
bank-statements
pdf-converter
ocr
qbo
accounting
bookkeeping
csv

Bank Statement Converter Pro: questions and answers

What is Bank Statement Converter Pro used for?
Bank Statement Converter Pro converts PDF bank statements into Excel, CSV, QBO, JSON or OFX files, with OCR for scans, balance reconciliation and automatic spending categories. It is a good fit for bookkeepers importing statements into QuickBooks and freelancers categorizing expenses for tax filing.
Is Bank Statement Converter Pro free?
Yes. Bank Statement Converter Pro has a free plan. 3 free conversions per day with no signup; paid plans are listed on the vendor's pricing page.
Is Bank Statement Converter Pro open source?
No. Bank Statement Converter Pro is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Akaunting, TaxHacker and GnuCash.
What are some alternatives to Bank Statement Converter Pro?
Bank Statement Converter Pro competes with Bank Statement Converter, Bank to File and BankStatementConverter.

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