About Convert Bank Statement
Convert Bank Statement is a web service for extracting transaction data from PDF documents. You upload a bank statement or an invoice and receive the content as an Excel (XLSX) or CSV file, ready for bookkeeping, reconciliation or analysis. It is aimed at accountants, small businesses and individuals who would otherwise retype statement lines.
The service describes itself as fully AI driven and says it works with most major banks, with no installation needed. The site has a set of tools, a pricing page and a blog. The supplied homepage text is sparse, so details such as accuracy, file limits and exact plans are not confirmed here.
It is a hosted commercial product delivered through the browser, and there is no self-hosted version.
Key features
- PDF bank statement to Excel conversion
- CSV export of extracted transactions
- Invoice PDF conversion to spreadsheets
- AI-based extraction across many banks
- Browser-based with no installation
Good fit for
- →Accountants importing client statements into spreadsheets
- →Small businesses preparing data for reconciliation
- Tags
- bank-statements
- pdf-converter
- excel
- csv
- accounting
- ai
- finance
Convert Bank Statement: questions and answers
- What is Convert Bank Statement used for?
- Convert Bank Statement is an online AI converter that turns PDF bank statements and invoices into Excel or CSV files without installing any software. It is a good fit for accountants importing client statements into spreadsheets and small businesses preparing data for reconciliation.
- Is Convert Bank Statement free?
- Yes. Convert Bank Statement has a free plan.
- Is Convert Bank Statement open source?
- No. Convert Bank Statement is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include TaxHacker, GnuCash and Bigcapital.
- What are some alternatives to Convert Bank Statement?
- Convert Bank Statement competes with Bank Statement Converter, BankStatementConverter and BankStatementX.
Open-source alternatives to Convert Bank Statement
See all
TaxHacker
Finance & Accounting
Your personal AI accountant
MITvs Expensify★ 6.7k
GnuCash
Finance & Accounting
GnuCash Double-Entry Accounting Program.
OSSvs Quicken★ 4.4k
Bigcapital
Finance & Accounting
💵 Independent financial accounting with intelligent reporting, alternative to Quickbooks,
AGPL-3.0vs QuickBooks★ 3.9k
hledger
Finance & Accounting
Robust, fast, intuitive plain text accounting tool with CLI, TUI and web interfaces.
GPL-3.0vs Quicken★ 4.7k
Beancount
Finance & Accounting
Beancount: Double-Entry Accounting from Text Files.
GPL-2.0vs Quicken★ 6k
Firefly III
Finance & Accounting
Firefly III: a personal finances manager
AGPL-3.0vs YNAB★ 25k
SaaS alternatives to Convert Bank Statement
See all
Bank Statement Converter
Finance & Accounting
Converts PDF bank statements to Excel or CSV locally in your browser without uploading files
SaaS
BankStatementConverter
Finance & Accounting
Converts bank statement PDFs and scans into editable transactions exported as Excel, CSV or JSON
SaaS
BankStatementX
Finance & Accounting
Converts PDF bank statements, including scanned and protected ones, to Excel or CSV for accountants
SaaS
Bank to File
Finance & Accounting
Upload a bank statement PDF and get a clean CSV of its transactions
SaaS
Bankstatemently
Finance & Accounting
Converts PDF bank statements into CSV, XLSX and QBO files using page-based credits
SaaS
Bank Statement Converter Pro
Finance & Accounting
Converts bank statements into editable CSV, QBO and Excel files
SaaS

