Statement conversion for the whole practice
When statement work is spread across a team, what matters is consistency: the same checks on every file, whoever runs it, and a way to plug conversion into the tools you already built.
For accounting firms, Export Bank Statement offers a Practice plan with 2,000 pages a month, team organisations that share API keys, and a REST API with asynchronous batch jobs and signed webhooks. Every statement gets the same reconciliation check against its closing balance, whether it comes through the website or the API.
- check_circleChecked to the closing balance
- check_circleFiles deleted after processing
- check_circleNever used to train AI
Where firms get stuck
In a practice, statement conversion is usually done by whoever has time, with whatever tool they prefer. The result is uneven: some files checked, some not, and no way to tell which after the fact.
Firms with their own internal tools also want conversion as a service they can call, not another website for staff to log into.
Two ways to run it
Staff use the website
Upload, check, export. Same reconciliation on every file.
Create a team
Add colleagues to an organisation and share API keys with it.
Call the API
Submit statements as async jobs from your own systems.
Get a webhook
A signed job.completed POST when each conversion finishes.
Built around how accounting firms work
REST API with SDKs
Synchronous conversion for single files, async jobs for batches, JSON output, and TypeScript and Python SDKs on GitHub.
Team organisations
Create an organisation, add members, and assign API keys to it so keys aren't tied to one person's login.
Signed webhooks
Register an endpoint and receive a signed notification when an async job completes, so nobody has to poll.
Priority support
Practice plan emails go to the front of the queue, and you're talking to the person who builds the product.
Is it right for you?
thumb_upA good fit if
- checkSeveral people in the firm handle statement work
- checkYou want to call conversion from your own tools
- checkYou need the same check applied to every file
do_not_disturb_onProbably not for you if
- closeYou need SSO, audit logs or per-seat admin controls today
- closeYou need a signed SLA or on-premise deployment
Where most accounting firms start: Practice
2,000 pages a month, API access, and priority support. Get in touch if you need more.
Frequently asked questions
Do you offer SSO or audit logs?expand_more
Not yet. Team organisations share API keys, but there's no SSO or audit log today. If that's a requirement, tell us what you need.
Is the page allowance shared across the team?expand_more
The allowance belongs to the subscribing account. Team organisations are for sharing API keys, so if your firm converts through the API, usage runs through the account that owns the plan.
Can we get more than 2,000 pages a month?expand_more
Email us with your expected volume and we'll talk about it. We'd rather set something up that fits than have you hit a limit mid-season.