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IN THE FIELD GUIDE

Bank statementconverter

bank-statementconverter.com

Freelancers reconciling a few bank accounts per month. AI-powered OCR for scanned bank statements. Export to Excel (XLSX), CSV, QBO, JSON, or OFX formats.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Oct 1, 2026

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A good fit for

  • Accounting firms processing 100+ statements monthly
  • Privacy-conscious users who want to process bank statements locally on Windows desktop

Know the limitations

  • Free plan limits to 3 conversions per day for logged-in users and 1 conversion per week for visitors
  • Starter plan does not include PDF merge or AI analysis features

What you can do

  • Freelancers reconciling a few bank accounts per month
  • Bookkeepers and accountants handling 20+ clients

Features

  • AI-powered OCR for scanned bank statements
  • Export to Excel (XLSX), CSV, QBO, JSON, or OFX formats
  • Auto-tagging of transactions with spending categories mapped to IRS Schedule C lines
  • Automatic balance reconciliation checking opening balance plus credits minus debits against closing balance

Integrations

Not confirmed yet.

Platforms & data export

  • Windows desktop app available for offline processing with user-provided Groq API key

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Cheapest fit for 1 person, all 1 tools

$0.00/month

$0.00 a year on these plans.

Plan costs based on your requirements
Tool / planMonthlyPer yearWhat this assumes
Bank statementconverter logoBank statementconverter

FreeCheapest fit

Flat subscription

$0.00$0.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

Bank statementconverter logoBank statementconverter

Starter

Flat subscription

$12.00$144.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

Bank statementconverter logoBank statementconverter

Professional

Flat subscription

$19.00$228.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

Bank statementconverter logoBank statementconverter

Business

Flat subscription

$39.00$468.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

A practical workflow

  1. Upload PDF bank statements for conversion to Excel, CSV, QBO, JSON, or OFX formats
  2. Verify extracted transactions by clicking links back to their exact location on the original PDF
  3. Review auto-tagged spending categories and reconciled balances for accuracy

Based on the sources below. Editorial review does not imply hands-on product testing.

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What changed

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Sources & research

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