For small business owners
Turn your business bank statements into a spreadsheet
Tracking expenses, preparing for your accountant or applying for a loan all need your transactions in a spreadsheet. Upload your PDF statements and get them in Excel or CSV in seconds.
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?
Your bank gives you PDFs
You can look at the transactions, but you cannot sort, total or filter them.
Bookkeeping piles up
Months of statements wait until someone has time to type them in.
Others ask for spreadsheets
Accountants, lenders and investors all want the numbers in a format they can work with.
How small business owners use Financial Converter
Expense tracking
See where the money goes by sorting and filtering a month of transactions.
Handing over to your accountant
Send clean spreadsheets instead of a folder of PDFs.
Loan and grant applications
Give lenders the bank activity they ask for in the format they ask for.
Cash-flow review
Total deposits and payments over any period without retyping anything.
How it works for small business owners
Download your statements
Get the PDFs from your online banking, for any account you use.
Upload them
Drop several in together. Each is read and checked against its closing balance.
Use the spreadsheet
Download Excel or CSV, or merge many months into one sheet.
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.
Questions from small business owners
Do I need accounting software?
No. You get a plain Excel or CSV file you can open in any spreadsheet program.
Does it work with my business bank?
Yes. The AI reads statements in any layout, so there are no templates and no list of supported banks.
Can I convert a whole year at once?
Yes. Upload the statements together and merge them into a single sheet.
Is it free?
Yes, to start: 5 pages a day, no credit card. Paid plans start at $5 a month.
Is my financial data safe?
Documents are encrypted and deleted automatically after 72 hours, and you can delete them yourself at any time.
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.