BankConvert
How it works
PDF to Excel PDF to CSV PDF to QBO PDF to OFX PDF to QIF PDF to JSON CSV to QBO CSV to OFX Excel to QBO Excel to CSV OFX to CSV OFX to QBO QIF to QBO QIF to CSV QBO to CSV QBO to QFX QFX to CSV QFX to QBO MT940 to CSV MT940 to Excel
Chase Bank of America Wells Fargo Citi Capital One U.S. Bank All →
Features
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BY ROLE // BOOKKEEPERS

Bank statement converter for bookkeepers

Bank statement converter for bookkeepers. Turn statements in every format into clean, import ready data and close the month faster. Get started.

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

Transactions

Date range ยท net

When you keep the books for dozens of clients, the monthly close lives or dies on how fast statements turn into clean data. One client sends a PDF, another a CSV that opens crooked, a third an OFX file your tool will not read. A bank statement converter for bookkeepers has to handle all of it. BankConvert reads every major bank and format in, from PDF and Excel to OFX, QFX, QBO, QIF, and MT940, and exports the CSV, Excel, or accounting file each client's books need.

Drop in a statement or a stack, watch the transactions extract with date, description, amount, and balance, and review before you import. Files are encrypted, processed, then discarded, never stored or sold. Extraction is accurate and yours to check; BankConvert is a conversion tool, not financial or tax advice.

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

Why it works

What you get with bookkeepers

01

Every format handled

No more telling a client their file is the wrong type. PDF, CSV, Excel, OFX, QFX, QBO, QIF, and MT940 all go in.

02

Faster monthly close

Convert a stack of client statements in minutes so reconciliation starts sooner and the close lands on time.

03

Accurate, reviewable

Clean date, description, amount, and balance rows you confirm before import, so nothing slips into the ledger unchecked.

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 statements from every client in any format
  • Speed up the monthly close across your whole book of business
  • Get clean date, description, amount, and balance for each transaction
  • Review extracted rows before they hit the ledger
  • Skip manual data entry for dozens of clients at once
EVERY FORMAT, BOTH DIRECTIONS Ready
Inputs
PDFCSVXLSXOFXQFXQBOQIFMT940
Outputs
CSVXLSXOFXQFXQBOQIFJSON

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

Good questions

Questions about bookkeepers

Yes. BankConvert detects which columns hold the date, description, and amount even when banks order them differently, and reads PDF and other formats too, so messy exports still convert cleanly.
Extraction is accurate and built for your review, so you check every row before importing. Files are encrypted, processed, then discarded, never stored or sold.
Read the full FAQ →

Explore more

More ways to use BankConvert

Bank statement converter for accountants

Convert any client statement into QuickBooks and Xero ready files at scale.

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Bank statement converter for small business

Import bank data into QuickBooks, Xero, or Excel without manual entry.

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Bulk bank statement converter

Convert many statements, many banks, and many months in one workflow.

Learn more →
See every use case See pricing

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