What is Bank to File used for?

Bank to File is an upload a bank statement PDF, including scanned ones, and get a clean CSV or XLSX of its transactions for use in accounting tools. It is a good fit for accountants avoiding manual transaction entry and importing statements into QuickBooks or Xero.

Is Bank to File free?

Yes. Bank to File has a free plan, and paid plans start at £16.67 per month.

Is Bank to File open source?

No. Bank to File 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 to File?

Bank to File competes with Bank Statement Converter, Bank Statement Converter Pro and BankStatementConverter.

Bank to File: features, pricing and alternatives

About Bank to File

BankToFile is a hosted converter that turns bank statement PDFs into spreadsheet data. A user uploads a statement and downloads a CSV or XLSX file of the transactions, ready to use in Excel, QuickBooks or Xero.

It works with digital and scanned PDFs, using an automatic parser plus a manual extraction mode where users select the data themselves, and the site provides tutorials for both. It says files are never stored, lists compatibility with major US, UK, EU, Canadian and Australian banks through a universal PDF parser, and limits uploads to 10 MB.

BankToFile is a commercial service. Free daily conversions are allowed with up to 5 pages per file and no signup, and a pricing page covers paid usage. Accountants are the main audience the site names.

Key features

Automatic bank statement parser
Manual extraction mode for custom selection
CSV and XLSX output
Support for scanned PDFs
Universal parser for many banks
Files not stored after processing

Good fit for

→Accountants avoiding manual transaction entry
→Importing statements into QuickBooks or Xero

Tags: bank-statements; pdf-to-csv; accounting; xlsx; bookkeeping; ocr

Bank to File: questions and answers

What is Bank to File used for?: Bank to File is an upload a bank statement PDF, including scanned ones, and get a clean CSV or XLSX of its transactions for use in accounting tools. It is a good fit for accountants avoiding manual transaction entry and importing statements into QuickBooks or Xero.
Is Bank to File free?: Yes. Bank to File has a free plan, and paid plans start at £16.67 per month.
Is Bank to File open source?: No. Bank to File 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 to File?: Bank to File competes with Bank Statement Converter, Bank Statement Converter Pro and BankStatementConverter.