ProcessBankStatementWhy Choose ProcessBankStatement?
Fast & Effortless
Upload your PDF and get clean CSV data in seconds — no setup, no hassle.
Secure & Private
Your data is encrypted in transit and never stored. Privacy-first by design.
Precise Formatting
Our smart parser extracts clean, structured data ready for QuickBooks, Excel, or analysis.
Trusted to work with statements from major U.S. banks
How It Works
Upload Your PDF
Drag and drop or select your bank statement. No special formatting needed.
We Extract the Data
Our engine parses the file, detects transactions, and cleans up formatting.
Download Your CSV
One click and you're ready to import into Excel, QuickBooks, or your platform of choice.
What Users Are Saying
“This tool has saved me hours every week. I used to enter everything manually. Now I just upload and download.”
“I was skeptical at first, but it handled even the weird formats from my clients’ banks. Super accurate and blazing fast.”
“BankStatementPro is now part of my onboarding flow. Clients send PDFs, I get structured data immediately.”
“Honestly one of the best tools I’ve used this year. The CSVs are clean and ready for import into QuickBooks.”
“As a loan processor, I deal with bank statements daily. This tool cuts down processing time significantly.”
Frequently Asked Questions
What file types are supported?
Currently, only PDF bank statements are supported.
Can I upload scanned images or photos?
No. The system requires text-based PDFs, not scanned images.
Is there a free trial?
Yes. Guests get 1 free page/day. Registered users get 5 pages/day free.
Can I cancel anytime?
Yes. You can cancel your plan at any time from your dashboard.
Do unused pages roll over?
No. Page credits reset monthly or annually, depending on your plan.
What happens if I go over my limit?
You'll receive an error prompting you to upgrade or wait for your reset.
Is my data secure?
Absolutely. Files are encrypted in transit and never stored after processing.
Do you support international banks?
Currently we support U.S. banks only, but more formats are being added.
Can I use this for bookkeeping clients?
Yes! Many accountants and bookkeepers use it for client PDFs.
Can I upgrade or downgrade my plan?
Yes. Plans can be changed anytime and take effect immediately.