BankConvert

BY ROLE // ACCOUNTANTS

Bank statement converter for accountants

Bank statement converter for accountants. Turn any client PDF, CSV, or bank file into QuickBooks and Xero ready data at scale. Get started.

Try the converter ↓
Conversion Console
Live
Input statement
Output format
Extracted transactions
Date Description Amount

Transactions

Date range ยท net

Every client banks somewhere different, so every tax season buries you in mismatched PDFs, CSVs, and exports that all need re-keying before they touch QuickBooks or Xero. A bank statement converter for accountants should erase that step, not add another single-format tool to the pile. BankConvert reads every major bank and format on the way in, from PDF and Excel to OFX, QFX, QBO, QIF, and MT940, then exports clean QuickBooks or Xero ready files in one workflow.

Upload a batch, auto-categorize the transactions, review every row, and import. Files are encrypted, processed, then discarded, never stored or sold. BankConvert converts data accurately for your review; it is not financial or tax advice, so your professional judgment stays where it belongs.

Bank-grade security Files never stored or sold Every format, both directions Works with every major bank

Why it works

What you get with accountants

01

Every bank, one tool

Read PDF, CSV, Excel, OFX, QFX, QBO, QIF, and MT940 from any client bank without juggling single-format converters.

02

QuickBooks and Xero ready

Export QBO, OFX, CSV, or Excel that imports cleanly, so client books reconcile without manual re-keying.

03

Built for tax season

Bulk upload many statements, auto-categorize, and review in one pass instead of typing rows client by client.

What it covers

Upload, extract, and export, ready for your books

BankConvert turns statements from any bank and any format into clean, accounting-ready files, with the breadth a single-format tool can never match.

  • Convert client statements from any bank into QuickBooks or Xero ready files
  • Bulk upload a whole client folder instead of one statement at a time
  • Auto-categorize transactions to speed up reconciliation
  • Review every extracted row before it reaches the books
  • Stop re-keying statements by hand during tax season
EVERY FORMAT, BOTH DIRECTIONS Ready
Inputs
PDFCSVXLSXOFXQFXQBOQIFMT940
Outputs
CSVXLSXOFXQFXQBOQIFJSON

Accounting-ready. Import directly into QuickBooks, Xero, and Excel.

Good questions

Questions about accountants

Yes. BankConvert auto-detects the layout of any major bank and reads every common format, so one tool covers your entire client list instead of a separate converter per bank.
BankConvert extracts transactions accurately for your review, so you confirm every row before importing. Files are encrypted, processed, then discarded, never stored or sold.

Convert every statement, ready for your books.

Upload any statement, pick your format, and download a clean file. Files are encrypted and never stored or sold.

See pricing