Features
Everything you can do, free and paid.
Convert to Excel or CSV
Upload a PDF statement and download a clean spreadsheet with dates, descriptions, amounts and balances. Dates come out in one standard format and amounts as real numbers.
FreeBalances verified
Every printed running balance is checked against the amounts before it. If a row doesn't add up, it's flagged, and the Excel file includes a Checks sheet.
FreeClick to source
Click any row in the preview to see it highlighted on the original PDF page.
FreeFix it manually
For unusual layouts: draw the table, add column lines, and download the result.
FreeMany files, one sheet
Convert a stack of statements and download them as one spreadsheet.
FreePassword-protected PDFs
Type the password once; it's used to unlock the file and never stored.
FreeTransfer receipts
Wise and Airwallex payment confirmations become one clean row each.
FreeTaxes & bookkeeping mode
Categories with confidence scores, business or personal, transfers and card payments left out, refunds netted, a Needs-review list, net profit, US Schedule C lines, estimated-tax quarters, subscriptions and receipt reminders. Learns your corrections.
PaidAccountant pack
A one-page PDF summary to hand to your accountant or CPA.
PaidQuickBooks, Xero and more
Download QBO, OFX, QIF or a journal-entry CSV.
PaidMortgage & loan review
Average balances, income sources, large deposits to explain, overdrafts.
PaidLegal & forensic review
Large and near-threshold cash, transfers, round numbers, top counterparties.
PaidAuthenticity check
Signals that a PDF may have been edited: editing software, changed text, odd fonts, balances that don't chain.
PaidClient upload links
Accountants send each client a link; statements land in your files, no client account needed.
PaidEmail-in
Forward a statement from your account email and get the spreadsheet back.
PaidRemember my bank layout
Fix a bank's layout once; future statements from it convert automatically.
PaidLonger file history
Keep files 30 days to 1 year and re-download any time.
PaidAPI
Convert statements from your own software.
All accounts