Most bank statement PDFs are designed to be printed, not parsed. This converter extracts the transactions cleanly — date, payee, debit / credit, running balance — and auto-categorizes for accounting.
What's Included
- Per-Transaction Extract: Date, payee, memo, debit, credit, running balance
- Auto-Categorization: AI tags each transaction (rent, utilities, payroll, software, etc.)
- Multi-Statement Merge: Drop 12 monthly statements; get one annualized spreadsheet
- Reconciliation Helper: Flags duplicate-looking transactions for review
- Export Formats: CSV / Excel / OFX (for direct accounting import)
How To Use
- Clone this app
- Upload your bank statement PDFs
- The extractor processes; review the categorization in the table view
- Export to QuickBooks / Xero / your accounting platform