Who it’s for
The people who most often need bank statements as spreadsheets, and the workflow each one follows: from collecting the PDFs to importing or filing the result.
- Bank statement converter for bookkeepers and accountantsTurn client PDF bank statements into Excel, CSV or Google Sheets for month-end. Batch 10 files at once, open password-protected PDFs, pay from $2.99.
- Bank statement converter for landlords and property managersTurn PDF bank statements into Excel or Google Sheets to track rent by tenant, total property expenses for tax and spot late payments. From $2.99.
- Bank statement converter for small business ownersTurn business bank statement PDFs into Excel, CSV or Google Sheets to track expenses, catch up on bookkeeping and give your accountant clean data. From $2.99.
- Bank statements for mortgage and loan applicationsTurn PDF bank statements into an Excel transaction list for a mortgage or loan application. Spot large deposits and recurring debts before the lender does.
- Bank statements to Excel for tax preparationTurn a year of PDF bank statements into one Excel or CSV list for tax prep. Sort and categorize deductible expenses, and find income. First 5 pages free.