Run it on your own computer, or use our encrypted cloud where files auto-delete in 24 hours. Launching June 2026
The Problem
Bookkeepers still lose hours to unstable bank feeds and PDFs that need typing by hand.
When the Bank Feed Breaks. Or Misses Things.
It happens every few months. You're closing out a client on Friday and the Chase feed stops syncing, or BofA wants the connection re-authorized. The PDF is in the client portal, but getting transactions out of it means more copy-paste.
Even when feeds work, they miss things. A pending transaction that never posts. A tip that posts days later at a different amount. The PDF is the actual record. The feed is just an approximation.
Still Copying Transactions by Hand?
A client sends over their statements as PDFs. You open each one and start typing transactions into a spreadsheet. It takes hours, and one missed digit can throw off the whole reconciliation.
Tools exists, but most ask you to upload sensitive client data to someone else's servers. You need something that works fast without asking you to compromise on where your clients' data ends up.
How it works
Feature
Built for Accountants Who Care About Accuracy and Privacy
Trust & Security
Your Clients' Data Stays Where It Belongs: With You
Local Desktop Processing
With the Desktop option, everything runs directly on your device. Your clients' bank data never leaves your network. All processing happens locally on your own hardware.
Secure Cloud Conversion
If you choose the cloud option, your files are encrypted on upload and automatically deleted within 24 hours. Nothing is stored, nothing is retained.
Built by Banking Experts
Built by a team that has worked in the banking industry. We understand client confidentiality and the trust your clients place in you.
FAQ
Answers to Your Questions
Which banks are supported?
At launch, we support Chase, Bank of America, Wells Fargo, Citi, US Bank, PNC, Truist, Capital One, TD, and Fifth Third. A fallback parser also handles most other US bank statement formats. More banks are being added on an ongoing basis.
Does my data get sent to your servers?
That's up to you. If you use the desktop option, your data never leaves your device. Everything is processed on your computer. If you use the cloud option, your files are encrypted during upload and automatically deleted within 24 hours. Either way, no AI processes your data at any point. Your financial information is never fed to any machine learning model.
What file format do I get?
You get a file that opens directly in Excel. Just double-click and it's ready to use. It also imports into QuickBooks, Xero, FreshBooks, and most other accounting software. (The format is CSV, the standard data format that virtually all accounting and spreadsheet software can read.)
Does it work with QuickBooks and Xero?
Yes. The CSV output is formatted for direct import into QuickBooks, Xero, FreshBooks, and most other accounting software that accepts CSV bank transaction files.
How is this different from other bank statement converters?
Convert PDF Statement offers both a desktop app for local processing and an encrypted cloud option. Most alternatives are cloud-only. If you need control over where your data is processed, that flexibility matters.
