ConvertBankToExcel

About

ConvertBankToExcel is a specialized tool designed for accounting professionals, bookkeepers, and small business owners who need to efficiently convert PDF bank statements into formats compatible with various accounting software. The service offers high-speed data extraction and conversion with over 99% accuracy, supporting major formats like Excel, CSV, and QuickBooks. It facilitates batch processing, supports over 20 major US and Canadian banks, and uses AI-driven OCR technology to ensure accurate data extraction even from scanned or low-quality documents. Security is a priority, with enterprise-grade features such as 256-bit SSL encryption and 24-hour data deletion policies. Users can process several statements simultaneously, saving significant time on manual data entry and allowing for better focus on higher-value tasks. The platform is accessible through a free tier, offering up to 7 pages daily without requiring a credit card.

Problem & solution

Who it's for

CPAs, bookkeepers, accounting firms, and small business owners

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