- Opening
- 5,210.00
- + Credits
- 4,820.15
- − Debits
- 2,457.43
- Calculated
- 7,572.72
- Statement
- 7,572.72
Balance-checked to the cent
Every file is added up and compared with the balances printed on the statement. A missed row can’t slip through.
Runs in your browser. Nothing is uploaded.
Convert bank statements to Excel, CSV and QuickBooks
Private, balance-checked conversion for bookkeepers and accountants. Every file is checked against the statement’s own totals.
Try a sample statement
Exports to Excel · CSV · QBO · OFX · QFX · Xero · Tally
tableaf.com/convertOffline-ready
Example Bank · Business checking ••4821
Sep 1 – Sep 30, 2026 · 8 transactions
ReadingCheckingBalanced
- Opening
- 5,210.00
- Credits
- +4,820.15
- Debits
- −2,457.43
- Closing
- 7,572.72
| Date | Description | Amount | Balance |
|---|---|---|---|
| 09/02 | Payroll deposit | +2,400.00 | 7,610.00 |
| 09/03 | Rent · Oak Street LLC | −1,850.00 | 5,760.00 |
| 09/05 | Card 4821 · supplies | −63.18 | 5,696.82 |
| 09/09 | Client INV-1042 | +1,320.15 | 7,016.97 |
| 09/12 | City Power | −142.60 | 6,874.37 |
| 09/18 | Transfer from savings | +1,100.00 | 7,974.37 |
| 09/24 | Insurance premium | −389.25 | 7,585.12 |
| 09/30 | Monthly service fee | −12.40 | 7,572.72 |
Difference 0.00 · ready to export
QuickBooks (QBO)Download
Files that import cleanly into
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Excel
- Quicken
- TallyPrime
Features
Built for people who reconcile for a living
A converter that tells you when something is wrong, instead of handing you a spreadsheet and hoping.
Your browser
statement.pdfstatement.xlsx
Sent to our servers0 bytes
Converted on your device
Text PDFs are read by code in your browser tab. There’s no upload to secure, because there’s no upload.
- .xlsx
- .csv
- .qbo
- .ofx
- .qfx
- xero.csv
- tally.xml
Seven export formats
Each one follows its program’s import rules, down to date order and signs.
- Missing monthsMarch
- Duplicates2 found
- OverlapsNone
A year of statements at once
Gaps, overlaps and duplicates are flagged before you merge and export.
Scanned PDFs, with consent Coming soon
OCR will run on a server only after you agree, and the file is deleted within an hour.
How it works
Three steps. No upload.
The converter runs in your browser tab. Switch off your Wi-Fi after the page loads and it still works.
- 01
Drop your PDF
One statement or a year of them. Bank and credit card statements both work.
- 02
We read every row
Dates, descriptions and amounts are pulled out, then checked against the statement’s own balances.
- 03
Download and import
Excel, CSV, QBO, OFX, QFX, Xero or Tally, in the exact layout your software expects.
The balance check
Off by $12.40? You’ll know before you import.
Most converters hand you a spreadsheet and hope. We add up every row and compare the result with the opening and closing balances printed on your statement.
If they don’t match to the cent, we show the difference and the page where the gap probably is, so you fix it now instead of finding it during reconciliation.
example-bank_2026-09.pdf
- Opening balance
- 5,210.00
- + Credits
- 4,820.15
- − Debits
- 2,457.43
- = We calculated
- 7,572.72
- Statement says
- 7,572.72
BalancedDifference 0.00
- Opening balance
- 5,210.00
- + Credits
- 4,820.15
- − Debits
- 2,445.03
- = We calculated
- 7,585.12
- Statement says
- 7,572.72
Difference 12.40 · possible missed line on page 2
A 12.40 debit near the end of page 2 wasn’t picked up.
Add missing rowShow on page 2
Off by $12.40
Privacy
Your statements never leave your device
The converter is code that runs in your browser tab. Your statement is read on your computer, so there’s no upload to secure.
- No upload step. Text PDFs never reach our servers.
- Works offline. Switch off Wi-Fi after the page loads and it still converts.
- Scanned PDFs will ask first. When OCR arrives, it runs on a server only after you agree, and the file is deleted within an hour.
Your browser tabLocal
statement.pdf
Converter
statement.xlsx
Sent to our servers0 bytes
Formats
The file your software expects
Each export follows the import rules of the program it’s for, down to date formats and sign conventions.
| Format | Imports into | Notes |
|---|---|---|
| Excel (.xlsx) .xlsx | Excel, Google Sheets, Numbers | One sheet per account, numbers stored as numbers |
| CSV .csv | Almost anything | 3 or 4 column layout, your date format |
| QBO .qbo | QuickBooks Online, QuickBooks Desktop | Web Connect file, imports as a bank feed |
| OFX .ofx | Quicken, Moneydance, GnuCash, most banks’ formats | Open standard; we write version 1.02 |
| QFX .qfx | Quicken | OFX with Quicken’s extra fields |
| Xero CSV .csv | Xero bank statement import | Precoded or basic template |
| Tally XML .xml | TallyPrime | Vouchers against your ledger name |
Banks
Works with the statements you already have
Any text PDF from any bank. These are the layouts we test every month.
Pricing
Pay for pages, not seats
Five pages a day free, no account needed. Paid plans when you need more.
Free
For the odd statement. No account needed.
$0
No card, no account
Free CSV tools are unlimited
₹0
No card, no account
Free CSV tools are unlimited
$0
No card, no account
Free CSV tools are unlimited
- 5 pages a day
- All 7 formats: Excel, CSV, QBO, OFX, QFX, Xero, Tally
- Balance check on every statement
- Batch: up to 100 statements at once (not included)
- Unused pages roll over a month (not included)
- Scanned PDFs (OCR) (not included)
Starter
For one business’s statements every month.
$19/ month$15.83/ month
Billed monthly, cancel any time$190 billed yearly
About 3.8¢ a page at full use
₹599/ month₹499/ month
Billed monthly, cancel any time₹5,990 billed yearly
About ₹1.2 a page at full use
$7/ month$5.83/ month
Billed monthly, cancel any time$70 billed yearly
About 1.4¢ a page at full use
- 500 pages a month
- All 7 formats: Excel, CSV, QBO, OFX, QFX, Xero, Tally
- Balance check on every statement
- Batch: up to 100 statements at once
- Unused pages roll over a month
- Scanned PDFs: 50 pages a monthComing soon
Best for most bookkeepers
Pro
For bookkeepers converting for several clients.
$49/ month$40.83/ month
Billed monthly, cancel any time$490 billed yearly
About 2¢ a page at full use
₹1,499/ month₹1,249/ month
Billed monthly, cancel any time₹14,990 billed yearly
About ₹0.60 a page at full use
$17/ month$14.17/ month
Billed monthly, cancel any time$170 billed yearly
About 0.7¢ a page at full use
- 2,500 pages a month
- All 7 formats: Excel, CSV, QBO, OFX, QFX, Xero, Tally
- Balance check on every statement
- Batch: up to 100 statements at once
- Unused pages roll over a month
- Scanned PDFs: 300 pages a monthComing soon
Also a one-time pack of 200 pages, and a Firm plan for teams. Compare all plans
FAQ
Questions bookkeepers ask us
Is my bank statement uploaded anywhere?
No. Text PDFs are read by code running in your browser, and the file never reaches our servers. Scanned PDFs are the only exception: they need OCR, so we ask first and delete them within an hour. How we handle your data.
What does “balanced” mean?
We add up every transaction we found and compare the result with the opening and closing balances printed on your statement. If they match to the cent, the file is balanced. If not, we show the difference and the page where the gap probably is.
Can I import the file into QuickBooks Online?
Yes. Download the QBO (Web Connect) file, then in QuickBooks Online go to Transactions → Bank transactions → Upload transactions. QuickBooks Desktop takes the same file through File → Utilities → Import → Web Connect files.
Which banks work?
Any bank that gives you a text PDF, which is almost all of them. The reader is tested on layouts from US, UK, Canadian, Australian and Indian banks, and the balance check tells you if anything was missed. See the list.
Does it work with scanned or photographed statements?
Not yet. A scanned PDF has no text to read, so it needs OCR on a server. That is being built for paid plans: it will ask before sending each file and delete it within an hour. Statements downloaded from online banking are text PDFs and work today.
Can I convert credit card statements?
Yes. Credit card statements work the same way, with charges and payments mapped to the right sign for your software.
Why not just copy and paste from the PDF?
Copying usually breaks columns, merges lines and drops minus signs. Even when it looks right, nothing tells you if a row went missing. The balance check does.
Free · no account
Try it with your own statement
Five pages a day free. Nothing is uploaded, so there’s nothing to sign up for.