Convert a statement

This page holds the statement in memory while you review it. Close the tab or convert another file and it is gone. Nothing is written to disk.

See a sample convert — synthetic file, real engine.

Preview is free. The first download is free after sign-in. After that, Solo is $29/month, cancel anytime.

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up to 20 files · 20 MB each · PDF only · bank or credit-card statements

    kept in memory only
    Preview — what you will see after the parse
    Proof will land here
    DateDescriptionAmount Balance

    Review notes

    Review notes appear after the parse — transfers, duplicates, month chain, PDF producer.

    See a sample convert →
    1Upload Digital PDF from the bank. Password stays in memory. Image-only pages are read with on-server OCR.
    2Proof Opening + credits − debits must match the printed closing balance.
    3Download Excel, CSV, .qbo, Xero CSV, OFX, QFX or QIF. Then this page is empty again.

    Nothing is stored on our side. There is no workspace and no library of client files on this server. If you need the file again, convert the PDF again; a re-download of a statement that already tied, in the same month, does not count twice.

    Swipe sideways to see every column.

    This grid exists only in this tab. Click a cell to edit date, description or amount; ± flips debit/credit. The proof re-runs on every edit. Convert another statement

    Download .qbo

    QuickBooks checks these before accepting the file.

      Not listed? Leave it blank — the file uses a documented generic institution ID and imports under a generic label.

      Download the Xero bank import (.csv)

      Xero's own template columns: Date, Amount (money in positive, money out negative), Payee, Description, Reference, Check Number. The date has to match your Xero organisation's region.

      How to import
      Accounting → Bank accounts → Manage account → Import a statement, choose this file, and confirm the column mapping Xero proposes. Xero also imports the OFX file directly.

      This statement does not tie

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      No password. We email you a one-time link — new here? The same link creates your account. Your first download is free so you can test the import into QuickBooks.

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      You only pay for downloads of statements you've already seen tie. A statement that doesn't tie never counts against your pages, and any first charge is refundable within 14 days, no questions — billing & refunds.