Free Convert AITurn Bank Statement PDFs
into Bookkeeping-Ready Data
Upload statements for every account and month, review clean transactions with balance checks, see exactly what is missing, and export files your accounting tools understand.
Organizes data for review — not accounting or tax advice. Sample data is fictional.
Before · Your bank statement
Sample dataMeridian Trust Bank
Account Statement
Acct ****4821
checking · USD
Opening balance
$12,500.00
Closing balance
$16,110.00
Fictional statement for demonstration. Meridian Trust Bank is not a real bank.
Matching statement balances checks arithmetic consistency (opening balance plus signed transactions equals the printed closing balance). It does not authenticate the statement or reconcile against your accounting records. Category suggestions are suggestions only.
How it works
From a pile of PDFs to bookkeeping-ready data
Built for the catch-up bookkeeping workflow — many accounts, many months, and a clear picture of what is still missing.
Step 1
Upload statements
Drop in bank statement PDFs for one or many accounts and months. Scanned or digital.
Step 2
We extract transactions
Dates, descriptions, and amounts are pulled out verbatim, with source text kept for every row.
Step 3
Review and resolve
Balance checks flag arithmetic gaps, coverage shows missing months, and questions are drafted for your client.
Step 4
Export for bookkeeping
Download a reviewed CSV, an Excel workbook, or a QuickBooks-style import file.
Know what is missing
Coverage and client questions in one place
Confirm the accounts and period you expect, and the workspace tracks every account-month — turning gaps into a checklist you can send to your client.
Statement coverage
Received 11 of 12 expected account-month statements
| Account | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| Operating Checking****4821 | Received | Needs review | Missing | Received | Received | Received |
| Business Savings****7002 | Received | Received | Received | Received | Received | Received |
Client questions
2 open · drafted for you to review and send manually
Nothing is sent automatically. You decide what to ask and when.
Exports
Formats your bookkeeping tools already understand
Every export reflects exactly what you reviewed. Import files are formatted for common tools but never post automatically — you stay in control.
Reviewed CSV
Date, description, money in/out, category, transfer and review flags — one row per transaction.
Excel workbook
Transactions, statement coverage, balance checks, and client questions across four sheets.
QuickBooks-style import
A 3-column Date / Description / signed Amount CSV formatted for QBO's bank importer, one account per file.
Client questions list
A plain-text checklist of missing statements and ambiguous transactions to send manually.
FAQ
Questions bookkeepers ask first
Start converting statements today
Bring order to a year of PDFs. Review clean transactions, close the gaps, and export in minutes.