Bank Statement Boss
Leverage AI to quickly convert PDF bank statements .
Freemium
- Upvotes
- 5
- Comments
- 1
- Impressions
- 174
this week
discussions
this week
About
Bank Statement Boss is a digital tool designed to convert PDF bank and credit card statements into CSV-formatted spreadsheets. This service leverages AI technology to offer conversion with high accuracy, minimizing the need for manual adjustments post-conversion. It is compatible with multiple popular accounting platforms, including QuickBooks, Xero, and Sage, enhancing usability for various bookkeeping and financial management tasks. The platform promises secure handling of data with bank-level security protocols, offering the option to delete or securely store data after processing. Bank Statement Boss provides different subscription plans, including a free tier for minimal use and higher tiers for more extensive needs. It supports a broad range of banks worldwide and offers scalable service to handle large volumes of statements efficiently. The platform targets individuals and businesses seeking to streamline their financial workflows by providing an effortless way to integrate bank data into accounting systems.
Problem & solution
Problem
PDF bank statements are hard to turn into usable spreadsheets.
Solution
AI converts PDF statements to CSV, with QuickBooks/Xero/Sage formats.
Who it's for
Bookkeepers, accountants, and small business finance teams.
Main features
- PDF to spreadsheet
- Accounting formats
- API access
- Batch processing
- Secure handling
Use cases
- Convert statements to CSV
- Import into accounting tools
Comments
1 shownShare your thoughts about this tool.
Sign in to leave a comment.
- Jonathan AudyMay 1, 2026
Good Job!
