Features

From PDF to
checked rows.

Fulla drafts transactions from your bank statements, shows the source page behind every row while you review, and exports the revision you approve as Excel, CSV, OFX or JSON.

Your bank statementSource PDFKeep the complete source.
Review the rows
Date
Check the period
Amount
Check the sign
Source
Inspect the page
CSVXLSXOFXJSON
Workflow overview · your approval comes before the export

01 · Conversion

Start with the complete statement.

Text, scanned and mixed PDFs become transaction drafts you can inspect. Password-protected files continue after you supply their password.

10 PDFs
Per upload
50 MiB
Per file
250 pages
Per file
Explore conversion →
A complete bank statement and supporting ledger pages

02 · Source-linked review

The row and its evidence.

Inspect what the bank reported before correcting and approving the saved revision.

Illustrative example · fictional account and transactions · USD

Original statement · page 1

Example Bank

What the source reports
DateDescriptionAmountBalance
2026-03-01Opening balance—1,200.00
2026-03-03Salary850.502,050.50
2026-03-04Transfer−620.251,430.25

A supported correction

Follow the sign.

Date
2026-03-04
Description
Transfer
Source page
1
Draft +620.25Corrected −620.25

Change the draft because the PDF supports it. Save the correction before approving that revision.

Explore reconciliation checks →

03 · Approved exports

Choose the shape of the handoff.

Download the revision you reviewed in the format your next workflow accepts: Excel, CSV, OFX or JSON.

Compare export formats → See the OFX export →
CSV
A flat transaction table

Check the destination’s field mapping and amount signs.

XLSX
A workbook for spreadsheet review

Transactions, Statement and Original Fields worksheets.

JSON
Structured data for your application

Use approved conversion output for the final handoff.

OFX
A bank statement file for QuickBooks Online and Xero

Stable transaction IDs, statement period and closing balance included.

Keep review between extraction and export.

A tidy table can still contain a missed transaction, a reversed sign or a description split across pages. Start with the complete PDF, inspect the drafted rows against the source, then save corrections before approval.

Choose a feature above to see what each stage does. Conversion handles the PDF; review helps you check the statement; export delivers approved rows to your next workflow. None of these steps automatically posts entries to an accounting ledger.

Try the workflow on one page.

Your first page is free with no account: one page per IP address every 24 hours. A free workspace adds five pages every 24 hours, no card required. Paid plans share the same features and differ only by page allowance.

Your statement and everything derived from it are deleted 24 hours after the upload starts. Leave time to review, approve and download; exporting does not extend that deadline.