Every statement reconciled before export
Convert bank statements to Excel, CSV & QBO — with the math checked
Upload any PDF, scan or photo of a bank or credit card statement. StatementPilot extracts every transaction, proves it against the opening and closing balance, and exports a file your accounting software accepts.
- Any bank, no templates
- Scans & photos via OCR
- QuickBooks & Xero ready
7
export formats
122+
banks documented
3
reconciliation checks per statement
0
templates to set up
Works with statements from any bank, including
Bank statement converter
Built for the statements you actually get
Long multi-page PDFs, scanned copies, photos from a phone, statements in DD/MM or with CR/DR columns. One tool handles them all and tells you when something is off.
| Inputs | Text PDFs, scanned PDFs, JPG, PNG, WEBP, multi-file batches |
|---|---|
| Statement types | Checking, savings, credit card, loan and brokerage cash activity |
| Outputs | Excel (.xlsx), CSV, QBO (Web Connect), OFX 2.2, QIF, QuickBooks CSV, Xero CSV |
| Accuracy check | Opening + transactions = closing, running-balance and printed-totals checks |
| Banks | Any bank — no templates. 122+ institutions documented across 14 countries |
| Date & number formats | MM/DD, DD/MM, DD.MM, 1,234.56, 1.234,56, 1 234,56, CR/DR suffixes, brackets |
| Security | Encrypted at rest (AES-256-GCM), TLS in transit, automatic deletion, not used for model training |
Converters
One upload, every format you need
Pick the output that matches where the data is going next.
How it works under the hood
Extract. Verify. Export.
Most converters stop at extraction. The verification step in the middle is what makes the output safe to import.
Extract
Layout-aware parsing for digital PDFs and vision OCR for scans. Multi-line descriptions, check numbers and references are kept together.
Learn moreVerify
A built-in reconciliation engine proves the numbers: balance roll-forward, running balance per row, printed totals, duplicates and out-of-period dates.
Learn moreExport
Seven formats, each validated against the importer it's meant for — so QuickBooks, Xero, Quicken and Excel accept the file first time.
Learn moreThree steps
From PDF to import-ready file in about a minute
- 1
Upload your statement
Drop one or more PDFs, scans or phone photos. Text PDFs are read directly; scans go through vision OCR.
- 2
Review the reconciled table
We rebuild every transaction and prove it against the opening and closing balance. Anything that doesn't add up is highlighted.
- 3
Export to your software
Download Excel, CSV, QBO, OFX, QIF, or a QuickBooks- or Xero-ready CSV and import it in minutes.
Features
Everything between the PDF and your ledger
- Balance reconciliationEvery statement is checked: opening balance + transactions = closing balance, plus running balances and printed totals. Know it's complete before export.
- OCR for scansAI vision OCR reads scanned bank statements, faxes and phone photos. Image-only PDFs are detected automatically and verified with balance checks.
- Review & editAn editable review table with flagged rows, live reconciliation and keyboard-friendly editing. Fix any cell, add or delete rows, then export.
- Export formatsSeven export formats from one conversion: Excel, CSV, QBO, OFX, QIF, QuickBooks 3-column CSV and Xero CSV. Choose date formats and bank IDs at export.
- Security & privacyUploads are encrypted with AES-256-GCM, original files are deleted 24 hours after conversion, and all data is purged on your plan's retention schedule.
- Long statementsConvert statements with hundreds of pages. Pages are processed in order and stitched together, with page headers, carried-forward lines and subtotals removed.
- Job historyEvery conversion is kept in your history with its reconciliation status, so you can re-export to another format or delete it. Retention depends on your plan.
- Works with any bankConvert statements from any bank, credit union, card issuer or broker worldwide. No templates to set up; layout-aware AI reads each statement as it comes.
- Statement analysisUse converted statements for cash-flow analysis, income verification and spending reviews. Clean, reconciled data ready for Excel, pivot tables and BI tools.
Who it's for
Made for people who work with other people's statements
- Accountants & bookkeepersCatch up on months of client statements, then reconcile in QuickBooks or Xero without retyping.
- Lenders & brokersTurn applicant statements into a clean table to review income, deposits and NSF fees.
- Forensic accountantsBuild a searchable ledger from years of scanned statements and trace every transfer.
- Law firmsPrepare financial disclosures and asset tracing schedules from client statements.
- Property managersMatch rent deposits and expenses across owner accounts each month.
- Small businessesImport old statements into new accounting software when bank feeds don't go back far enough.
Integrations
Imports cleanly into the software you already use
Why teams switch
The difference shows up at month-end
Generic PDF-to-Excel tools hand you a spreadsheet and hope. We show the reconciliation difference before you export, down to the row that broke the running balance.
Statements are read by layout and meaning, so a new bank, a redesigned statement or a scanned photo works on the first upload.
QBO files carry the Intuit bank ID QuickBooks Desktop needs, Xero CSVs use Xero's column names and OFX validates against the 2.2 schema.
A real free plan, paid plans from $15, failed pages never charged and one-off page packs that never expire.
AES-256 encryption at rest
Automatic deletion on a schedule
Never used to train AI models
Pricing
Simple pricing, billed by pages
Start free. Upgrade when you need more pages. Pages that fail to convert are never charged.
Free
Try it on real statements
$0/month
Free forever
20 pages / month
- 20 pages every month
- All export formats incl. QBO & OFX
- Balance reconciliation check
- Files deleted after 24 hours
- No credit card
Starter
Freelancers & small businesses
$10.50/month
Billed $126 yearly
150 pages / month
- 150 pages / month
- Scanned PDFs & photos (OCR)
- Excel, CSV, QBO, OFX, QIF, Xero CSV
- Editable review table
- 7-day file retention
Pro
Bookkeepers & accountants
$24.50/month
Billed $294 yearly
600 pages / month
- 600 pages / month
- Everything in Starter
- Large statements up to 150 pages
- 30-day job history
- Priority email support
Business
Firms, lenders & high volume
$55.30/month
Billed $664 yearly
2,000 pages / month
- 2,000 pages / month
- Everything in Pro
- Statements up to 300 pages
- 90-day job history
- Priority support with 1 business-day SLA
Need a one-off batch? Buy a 300-page pack for $19 — pack pages never expire. Prices in USD; taxes calculated at checkout.
Frequently asked questions
What is a bank statement converter?
A bank statement converter reads the transactions on a PDF or scanned bank statement — date, description, amount and balance — and writes them into a structured file such as Excel, CSV, QBO or OFX so they can be analysed or imported into accounting software.
How accurate is the conversion?
Accuracy is checked, not assumed: StatementPilot adds up every extracted transaction and compares the result with the opening and closing balance printed on the statement. When the totals match, the extraction is complete. When they don't, the difference and the rows that caused it are flagged for review before you export.
Can it convert scanned statements and photos?
Yes. Scanned PDFs and JPG/PNG photos are processed with vision OCR. Clear, straight scans at 200 DPI or more give the best results, and the reconciliation check tells you if anything was misread.
Which banks are supported?
Statements from any bank, credit union or card issuer work because there are no bank-specific templates. Our bank directory documents 122+ institutions with notes on their statement layouts.
Is my financial data secure?
Files are encrypted at rest with AES-256-GCM, sent over TLS, never used to train AI models and deleted automatically at the end of your plan's retention window — or immediately when you click Delete.
Is there a free plan?
Yes. The free plan includes 20 pages a month with every export format and the reconciliation check. No credit card is required.
Can I import the result into QuickBooks or Xero?
Yes. Download a QBO file for QuickBooks Online or Desktop, a QuickBooks-formatted CSV, or a Xero CSV that matches Xero's statement import template.
More answers in the help center and our guides.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.