Convert
Every format a statement has to become.
The read is the same whichever file you need at the end: the same tables found, the same balances reconciled against what the statement printed. What changes is the format on the way out, and which of them your next tool will actually accept.
Export transactions
1,284 rowsFormat
| Date | Description | Amount |
|---|---|---|
| 2025-10-24 | STRIPE PAYOUT 4af2c9 | +4,820.00 |
| 2025-10-23 | AWS EMEA SARL | −1,204.00 |
| 2025-10-22 | WHOLE FOODS MKT | −112.88 |
- 4Formats out
- 5Bank guides
- 50 MBPer file
- 50Free pages
Start from the file you need, not from the file you have.
Almost every conversion question turns out to be a question about the destination. A spreadsheet wants columns, an accounting ledger wants a bank interchange file, and QuickBooks wants that same interchange file with Intuit's header on it. Because the parse is identical in all four cases, picking a format costs you nothing and commits you to nothing: convert a statement once, then export it again as something else if the first tool turns it down. The bank guides below cover the other half of the problem, which is getting a clean PDF out of the bank before any of this starts.
By format
What you want at the end
Four output formats, each with the page that walks the conversion screen by screen.
Bank Statement → Excel
XLSXDownload a clean XLSX of every parsed transaction.
OpenBank Statement → CSV
CSVExport filtered rows as CSV for any downstream tool.
OpenBank Statement → OFX
OFXPlain OFX for Xero, GnuCash, and Moneydance.
OpenPDF → QBO
QBOOne-click QBO conversion for QuickBooks Desktop and Online.
Open
By bank
Where the PDF comes from
Each of these walks the download path inside that bank's own online banking, then the conversion, using a real statement from that bank.
By destination
Where the file is going
These also live under /convert, because that is what they do. Each one is covered in full on the integrations hub, which says where every product's import screen hides.
Not sure which format your tool takes?
If the file is going into an accounting app, the format is already decided for you rather than being a choice. The integrations hub lists what each of the seven accepts, and where its import screen actually lives.
Which format, and why
The short version, if you would rather not read four pages to pick one.
| Format | What reads it | Worth knowing |
|---|---|---|
| Excel (XLSX) | Excel, Google Sheets, Numbers | Typed columns and one row per transaction, so a total is a formula rather than a retype. |
| CSV | Effectively everything, including import wizards and scripts | Plain text with no formatting, which is why a tool that refuses every other file usually still takes this one. |
| OFX | Xero, GnuCash, Moneydance, Sage, Wave | The banks' own interchange format, so the import arrives as transactions instead of as a column-mapping exercise. |
| QBO | QuickBooks Online and Desktop | OFX with Intuit's header on it. QuickBooks reads this and refuses plain OFX, which is the whole reason the two are separate pages. |
Every export is scoped to whatever your filters left on screen, so one statement can produce a full-year XLSX and a single-month QBO without being read twice.
FAQ
Common questions
Which format should I pick?
Pick by destination. A spreadsheet or a script takes Excel or CSV. An accounting ledger takes OFX. QuickBooks takes QBO specifically. If you are unsure, convert to Excel first: it is the easiest to look at, and you can export the same statement again in another format without re-reading the PDF.
Do scanned statements work?
Yes. Scanned PDFs, multi-page statements, and password-protected files are all read, up to 50 MB each, alongside CSV, XLSX, and JSON inputs.
Can I convert a whole year at once?
Yes. Queue every statement in one go and confirm the batch, then watch each file report the stage it is on. The transactions land in one ledger, so a twelve-month export is a single file.
How do I know a page was not missed?
Each statement's extracted rows are reconciled against the opening and closing balances printed on that statement. A month that does not tie is flagged at intake rather than passed through silently, which is when a missing page is cheap to fix.
My bank is not one of the five listed.
The bank guides exist because the download path differs per bank, not because the parse does. Layouts are detected automatically, with no template to pick and no columns to map, so a bank without its own guide converts the same way.
Pick the file you need.
Fifty free page credits, no card. Convert one statement and open the result before you decide anything else.