For tax specialists
Get a year of client bank statements into Excel before the deadline
Tax season means hundreds of pages of statements and no time to retype them. Financial Converter turns each statement into a clean spreadsheet you can sort, total and categorize.
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?
Hundreds of pages per season
A single self-employed client can send a year of statements across several accounts.
Income and expenses buried in PDFs
You cannot sort, filter or total a PDF, so every question means scrolling.
Deadlines do not move
Every hour spent typing is an hour not spent on the return.
How tax specialists use Financial Converter
Income and expense review
Sort and filter a full year of transactions instead of scrolling through PDFs.
Self-employed and small business clients
Get business account activity into a sheet, ready to categorize in your own workflow.
Deductions and documentation
Find the transactions behind a deduction, a notice or a question in seconds.
Prior-year and amended returns
Convert older statements whenever a client needs to go back.
How it works for tax specialists
Gather the statements
Collect a year of PDFs for each client, from every account.
Convert them together
Upload as many as you like. Each statement is extracted and checked against its closing balance.
Work in Excel
Merge a year into one sheet, then sort, total and categorize it the way you always do.
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
As a tax specialist, time is money. This tool not only saves time but also increases accuracy. It's a must-have for anyone in our field. Trust me, you won't know how you managed without it!
I used to dread the bank statement data entry marathon during tax season. Now, it's a breeze!
I was skeptical at first, but now I'm a believer. This converter is a lifesaver.
Questions from tax specialists
Does it categorize transactions?
No. It extracts every transaction exactly as printed on the statement, so you can categorize them in Excel or in your own tax software.
Can I merge a whole year into one spreadsheet?
Yes. Upload the twelve statements together and merge the results into a single sheet.
Which formats can I import and export?
You can import PDF, QFX or OFX files and export Excel or CSV.
Is client information kept private?
Documents are encrypted and deleted automatically after 72 hours, and you can delete them yourself at any time.
Is there a plan for tax season volume?
Start free with 5 pages a day. Paid plans start at $5 a month for 50 pages and go up to 4,000 pages a month, with custom plans available.
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.