For accountants and bookkeepers
Turn client bank statements into Excel, without the retyping
Month-end close, reconciliations, onboarding a new client: it all starts with a pile of PDF statements. Financial Converter reads them in any layout and gives you clean, reconciled transactions in Excel or CSV.
Try it for Free!
No credit card required · 5 free pages a day · Encrypted · Deleted after 72 hours
Pricing · For accountants and bookkeepers · For tax specialists · For paralegals and lawyers
- 1,800+ statements converted
- 8,000+ pages processed
- 1,000+ people have used it
Sound familiar?
Clients send PDFs, not data
Every client has a different bank, and every statement is a PDF you have to retype.
No two banks look alike
Columns move, descriptions wrap and balances hide in different places, so copy and paste breaks.
One typo ruins the reconciliation
Hours of manual entry end with a total that is off by a few cents and no idea where.
How accountants and bookkeepers use Financial Converter
Month-end close
Turn every client's statements into a spreadsheet you can reconcile against the ledger.
Client onboarding
Load a year of bank history for a new client in minutes instead of days.
Bank reconciliation
Each statement's totals are checked against its closing balance, so you start from numbers that add up.
Review and audit support
Keep clean, searchable records of the transactions behind every figure.
How it works for accountants and bookkeepers
Collect the PDFs
Ask clients for their statements as you always do. Several at once is fine.
Convert in bulk
Upload them together. Each statement is read, extracted and reconciled in parallel.
Merge or export
Merge everything into one sheet, or download one Excel or CSV file per statement.
Everything you need to go from PDF to spreadsheet
Any bank, any layout
Our AI reads statements the way a person would, so there are no templates to set up. Checking, savings and credit cards, in any country.
Totals that add up
Every statement is reconciled: the opening balance plus every transaction must equal the closing balance printed on the statement, so you can trust the numbers before you use them.
Batch and merge
Upload many statements at once, then merge the results into a single spreadsheet.
Private by design
Your documents are encrypted and deleted automatically after 72 hours.
Excel or CSV
Download clean files, or explore and sort the transactions in your dashboard.
API access
Plug conversion into your own workflows with our API, available on the Starter and Pro plans.
What our users say
It saves us tons of hours of manual data entry work... can't imagine going back to the old days...
I've been in the industry for more than 20 years and this software has been a game changer for my firm. Highly recommended.
Amazing customer support. I had a question and they responded within 5 minutes. I'm impressed!
Questions from accountants and bookkeepers
Can I convert many client statements at once?
Yes. Upload several PDFs together and they are processed in parallel. You can merge the results into one spreadsheet or download one file per statement.
Which formats can I import and export?
You can import PDF, QFX or OFX files and export Excel or CSV.
Does it work with every client's bank?
Yes. The AI reads statements in any layout, so there are no templates to set up and no list of supported banks to check.
How is my clients' data protected?
Documents are encrypted and deleted automatically after 72 hours, and you can delete them yourself at any time.
What does it cost for a practice with many clients?
Start free with 5 pages a day. Paid plans start at $5 a month for 50 pages, and custom plans are available for larger practices.
Is there a free plan?
Yes! You only need to create an account to get started. No credit card is required.
Do you offer refunds?
We can't refund processed documents as our ML algorithms are expensive to run.
What types of accounts do you support?
Our converter is designed to handle a wide range of account types with a robust algorithm. It can seamlessly convert various accounts that our customers commonly send us, including but not limited to: savings, checking, joint accounts, credit cards, loans, mortgages, etc.
How safe do you keep my documents?
We use bank-grade encryption protocols to safeguard your documents during both transmission and storage.
What is your data retention policy?
For extra security, we automatically delete documents from our servers after 72 hours of being processed. You can always increase this policy on your account.
Do I get charged if a document was not processed?
No! We only charge you for documents that were successfully processed.
Start converting statements for free
Get Started for Free
No credit card required. Documents are encrypted.