ConvertBankToExcel
Bank PDFs to Excel/CSV. Accurate & fast.
Details
- Follow on
- @joaocoldstart
- Categories
- Automation & Workflow
- Target Audience
- FreelancersSmall BusinessesNon-Technical Users
- Platforms
- Web
About ConvertBankToExcel
ConvertBankToExcel is an AI-powered bank statement conversion platform built for accounting professionals. Our technology eliminates manual data entry by automatically extracting transaction data from PDF bank statements and converting them into ready-to-use Excel, CSV, and QuickBooks formats. Key Features: - 99%+ accuracy rate (CPA verified) - Process statements in under 30 seconds - Support for 20+ major US and Canadian banks - 9 export formats including QuickBooks (QBO/QFX/OFX/IIF), Excel, CSV, JSON, XML - AI-powered OCR handles both digital and scanned PDFs - Automatic bank detection - Batch processing for multiple files - Bank-grade encryption with auto-delete after 24 hours Trusted by 50,000+ CPAs, bookkeepers, and accounting professionals who have processed over 1 million bank statements. Our free tier lets you convert 7 pages daily with no credit card required. Professional plans start at just $15/month. Stop wasting hours on manual data entry. Let AI do the work.
Product Insights
ConvertBankToExcel provides a web-based workflow automation tool that converts PDF bank statements into structured financial formats using AI-powered OCR. The platform serves small businesses and non-technical users by automating the extraction of transaction data for accounting software and data analysis.
- Supports 9 export formats including QuickBooks, Excel, CSV, JSON, and XML.
- Features a 99%+ accuracy rate verified by CPAs for high-stakes financial data.
- Offers a free tier for 7 daily pages and professional plans starting at $15/month.
- Ensures data privacy with bank-grade encryption and automatic file deletion after 24 hours.
Ideal for: Freelancers, small businesses, and non-technical users who need to automate data extraction from bank statements for invoicing and financial reporting.
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