Bank Statement Conversion Features

Global extraction, review, analysis, and export workflows

Parse Statement supports 90 supported bank, card, wallet, bill, investment, and account-summary sources across 15 countries and 14 currencies. Dedicated parsers handle verified layouts; unfamiliar documents can use generic recovery, automatic AI fallback, or the separate universal AI Converter with review warnings. Password-protected PDFs have an in-flow unlock and retry path.

The review workspace supports whole-row multi-term search, debit and credit tabs, date and amount filters, any-column sorting, selected-row debit, credit and net totals, inline corrections, inserted or deleted rows, duplicate removal, row-detail calculations, validation signals, filtered or selected exports, edited-data labels, and row feedback. Statement Analyzer combines multiple files for cash-flow, category, payee, recurring-activity, budget, duplicate, gap, and overlap review.

Continue to CSV, Excel (.xlsx), Google Sheets, OFX, QIF, QuickBooks CSV, Xero CSV, Tally CSV, PDF Review Report, or Accountant Package ZIP. If one document needs more pages, users can pay for its exact remaining pages without a subscription. A 15-minute recovery window preserves review changes and controls while visiting Pricing or checkout; see Pricing for plan-specific access.

Browse all supported institutions · Compare plans and page allowances · Convert a statement · Analyze multiple statements · Open AI Converter