Export Bank Statement — bank statement PDF to Excel
financeFor finance teams

Statement data for the close

Most accounts have feeds. The ones that don't still turn up at month-end as PDFs: a legacy account, an overseas subsidiary, a bank that only emails statements.

For finance teams, Export Bank Statement converts bank statement PDFs into JSON, Excel, CSV or OFX, through the browser or a REST API with asynchronous jobs and signed webhooks. Every statement is checked against its closing balance, so a statement that doesn't reconcile is flagged before it reaches the close.

  • check_circleChecked to the closing balance
  • check_circleFiles deleted after processing
  • check_circleNever used to train AI
The problem

The accounts without feeds

The close runs on feeds and integrations, except for the handful of accounts that arrive as PDFs. Someone keys them in, and that someone is a single point of failure at month-end.

Those statements also tend to be the odd ones: a different bank, a different currency, a layout nobody has seen before.

Workflow

Two ways in

upload_file
1

Browser for one-offs

Upload, check the result, export.

api
2

API for the rest

POST the PDF, get JSON back, or submit an async job.

webhook
3

Webhook on completion

A signed job.completed event lands in your system.

fact_check
4

Reconciled or flagged

Each result says whether it tied to the closing balance.

What helps

Built around how finance teams work

data_object

JSON you can pipe anywhere

Transactions, balances and the reconciliation result as structured JSON, ready for your warehouse or scripts.

rule

A pass or fail on every statement

The API response includes whether the statement reconciled, so exceptions can be routed automatically.

public

Odd layouts and number formats

It reads layouts rather than a bank list, including European number formats and statements with several accounts.

code

SDKs and Postman collection

TypeScript and Python clients plus a Postman collection, published on GitHub.

Honest fit

Is it right for you?

thumb_upA good fit if

  • checkA few accounts at month-end still arrive as PDFs
  • checkYou want conversion in a script rather than a person's afternoon
  • checkYou need to know which statements didn't reconcile

do_not_disturb_onProbably not for you if

  • closeYou need an ERP connector or direct ledger posting
  • closeYou need SOC 2 reports, SSO or a signed SLA today
sell

Where most finance teams start: Pro or Practice

API access starts at Pro. Practice adds 2,000 pages and priority support.

Compare plans
Questions

Frequently asked questions

Do you connect to NetSuite, SAP or other ERPs?expand_more

No. You get JSON, CSV or OFX, and load it with the tools you already use. Our live connections are Xero and QuickBooks Online, both read-only.

Do you have SOC 2?expand_more

No. We don't hold SOC 2 or ISO 27001 today. Our trust page explains what we do: files are processed then deleted, never used for training, and every processor is named.

What does the API return?expand_more

Statements with their transactions, opening and closing balances, and a reconciliation status. Full details are in the API documentation.

verifiedChecked to balance

Convert your bank statement — every transaction verified

Upload any PDF, get clean Excel or CSV ready for Xero & QuickBooks. Scanned statements too.

upload_fileConvert a statement free