US
Convert a US bank statement to clean, checked Excel
Upload any United States bank statement PDF — scanned ones too. We extract every transaction and verify the totals reconcile, ready for QuickBooks.
- Any United States bank
- Scanned PDFs too
- QuickBooks-ready
Converting a US bank statement
It shouldn't mean retyping rows, or wrestling with copy-paste that scrambles the columns. Upload your statement and every transaction comes out in tidy, dated rows — money in, money out and a running balance — ready to open in Excel or import into QuickBooks.
The totals are proved
Opening balance plus credits minus debits is checked against the printed closing balance, in USD ($). Anything that doesn't add up is flagged before you download.
Any United States bank
Personal and business, high-street and app-only. Scanned and photographed statements are read with OCR, not just digital PDFs.
Nothing is kept
Files are processed and then deleted, and never used to train AI. Locked PDFs are unlocked in your browser, so the password never reaches us.
Pick your bank below for a step-by-step guide, or head straight to the converter.
United States banks
Pick your bank for a step-by-step guide.
AllyPDF → Excel, reconciled
Bank of AmericaPDF → Excel, reconciledBluevinePDF → Excel, reconciledBrexPDF → Excel, reconciled
Capital OnePDF → Excel, reconciled
ChasePDF → Excel, reconciledChimePDF → Excel, reconciled
CitiPDF → Excel, reconciledMercuryPDF → Excel, reconciledNovoPDF → Excel, reconciled
PNCPDF → Excel, reconciledRelayPDF → Excel, reconciled
SoFiPDF → Excel, reconciled
TruistPDF → Excel, reconciled
U.S. BankPDF → Excel, reconciledVaroPDF → Excel, reconciled
Wells FargoPDF → Excel, reconciledHow-to guides
105 practical walkthroughs for bookkeepers.
Bank Reconciliation for a Small Business (US) — Convert PDF Statements
Reconciling a small-business account means matching every bank line to your books. Here's how converting the statement makes month-end fast and complete.
Read guideBank Statement Converter for US Taxes — PDF to Excel for Schedule C
Turning a year of bank statements into a spreadsheet is the fastest way to prepare a Schedule C or hand clean numbers to a tax preparer. Here's how to do it without retyping.
Read guideBank Statements for a Mortgage Application (US) — Convert to Excel
Mortgage underwriters read your bank statements closely — deposits, reserves, overdrafts. Here's how to convert them to a spreadsheet so your file is easy to follow.
Read guideConvert Bank Statements for Quicken — PDF to OFX or QIF
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Read guideAudit Preparation Using Bank Statements
How to prepare bank statements for audit: extract every line, reconcile the running balance, prove completeness, and hand auditors a clean trail.
Read guideAutoEntry Alternative for Bank Statement Conversion
An honest AutoEntry alternative for turning statement PDFs into clean, reconciled Excel and CSV — free to start, no per-page credits, privacy-first.
Read guideBank Reconciliation Checklist
A bank reconciliation checklist that catches missing and misread transactions before you trust the numbers. Verify every line against the running balance.
Read guideBank Statement Analysis for Accountants
How accountants analyse client bank statements: convert PDFs, check every line reconciles, spot errors before year-end, VAT and import-ready CSV.
Read guideBank Statement Analysis for Bookkeepers
How bookkeepers analyse client bank statements at monthly close — convert PDFs to clean CSV, reconcile against the running balance, then import to Xero.
Read guideCommon questions
Straight answers, before you upload a thing.
Can ChatGPT convert bank statements?
ChatGPT can attempt to pull transactions out of a bank-statement PDF or photo, but it isn't reliable for long, tabular…
See answerCan QuickBooks Import PDF Bank Statements?
No — QuickBooks Online can't read a plain PDF and turn it into transactions. Its transaction import accepts CSV, Excel…
See answerCan Xero Import PDF Bank Statements?
Not directly, no. Xero doesn't read a plain PDF and turn it into bank transactions — its Import a Statement tool only a…
See answerHow Accurate Is OCR on Bank Statements?
It depends entirely on what you feed it. On a normal text-based PDF, OCR isn't really doing the hard work at all — the…
See answerHow Can I Verify Extracted Transactions?
The most reliable way to verify extracted transactions is a running-balance reconciliation check: take the opening bala…
See answerHow Do Accountants Convert PDF Statements?
Accountants convert PDF statements with a tool that reads the statement's layout and outputs proper columns — date, des…
See answerHow Do Bookkeepers Process Bank Statements?
Bookkeepers process bank statements by turning the PDF into structured transaction data, checking that the data reconci…
See answerHow Do Lenders Analyse Bank Statements?
Lenders analyse bank statements to answer one question: can this person reliably afford the repayment? An underwriter r…
See answerWhat Is the Best Bank Statement Converter?
The best bank statement converter is the one that proves its own work. Most tools pull transactions out of a PDF and ha…
See answerConverting United States statements
Can I convert any United States bank statement?
Yes — any bank, personal or business, including scanned and photographed copies. There are step-by-step pages for 17 United States banks below. The PDF is read, every transaction extracted, and the totals checked against the closing balance before you download.
Is my United States statement safe to upload?
The file is converted and then deleted — we don't keep it, and it is never used to train AI. A password-protected PDF is unlocked in your browser, so the password never reaches a server. Every sub-processor is named on the privacy page.
What formats can I export to?
Eleven: Excel, CSV, JSON, QBO, OFX, QIF, Tally XML, and import-ready CSVs for Xero, QuickBooks and Zoho Books. The same conversion produces all of them, so you can take more than one.
How much does it cost in United States?
There is a free tier that doesn't expire. Paid plans are priced locally — see the pricing below for United States rates.
Founder pricing
Locked forever for the first 50 bookkeepers.
Starter
$19/mo
- 100 pages / month
- QuickBooks, Xero, OFX, QIF & Tally exports
- Everything in Free
Pro
$37/mo
- 500 pages / month
- Everything in Starter
- Developer API access
Practice
$75/mo
- 2,000 pages / month
- Everything in Pro
- Priority support
If it doesn't do what we said, email us within 14 days of a charge and we'll refund it.