For paralegals and lawyers
Turn the bank statements in your case file into searchable data
Divorce, estate and litigation matters arrive with boxes of statements. Financial Converter converts them into one spreadsheet you can sort, search and total, with every statement reconciled.
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?
Boxes of statements, no data
Months or years of PDFs from several accounts, and nothing you can search.
Manual entry invites errors
In a legal matter a mistyped figure is a liability, not an inconvenience.
Billable time disappears
Retyping statements is work nobody wants to pay for.
How paralegals and lawyers use Financial Converter
Divorce and family law
Review income, spending and balances across accounts in one sorted sheet.
Estates and probate
Reconstruct account histories to document assets and transfers.
Litigation and discovery
Turn produced statements into a table you can search, filter and total.
Tracing and analysis
Follow money across accounts and months, sorted by date or amount.
How it works for paralegals and lawyers
Upload the statements
Add the PDFs for every account in the matter, as many as you need.
Extract and reconcile
Each statement's transactions are read and checked against its closing balance.
Search and analyse
Merge into one sheet and sort, filter and total in Excel.
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
This tool is a game-changer for our legal team. It helps us turn mountains of financial data from PDFs into actionable insights in no time
Our firm's efficiency has gone through the roof since we started using this converter. It's become a cornerstone of our legal practice
I deal with massive amounts of data, and this tool has lightened my workload significantly.
Questions from paralegals and lawyers
Are my clients' documents kept confidential?
Documents are encrypted and deleted automatically after 72 hours, and you can delete them yourself at any time.
Can I combine statements from several accounts?
Yes. Upload the statements together and merge the results into one spreadsheet.
Does the output match the statement exactly?
Transactions and balances are extracted as printed, and each statement is checked against its closing balance.
Which formats can I export?
Excel and CSV.
Can I try it on a real statement first?
Yes. The free plan includes 5 pages a day and needs no credit card.
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.