Built for accounting professionals
Upload any PDF bank statement. Get a perfectly formatted Excel or CSV output, ready to import into QuickBooks or Xero. What used to take an hour takes seconds.
| Date | Description | Amount |
|---|---|---|
| 05/02 | CLIENT DEPOSIT | +$4,200.00 |
| 05/05 | OFFICE SUPPLIES | −$143.22 |
| 05/08 | SOFTWARE SUB. | −$49.00 |
| 05/12 | CLIENT PAYMENT | +$8,500.00 |
| 05/15 | UTILITIES | −$218.44 |
Simple process
Drag and drop any PDF bank statement — even scanned images or low-resolution faxes. We handle multi-page documents and statements going back years.
Our engine reads every transaction, cleans up the formatting, categorizes entries, and structures everything into tidy rows and columns. Usually done in under 10 seconds.
Download as Excel or CSV, or send directly to QuickBooks or Xero with one click. Your file is organized exactly how your accounting software expects it.
Everything you need
Supports every major US bank and hundreds of credit unions. Chase, BofA, Wells Fargo, Citi, US Bank, and more — all recognized automatically.
Client handed you a faxed copy from 2019? No problem. Our OCR engine accurately reads scanned PDFs, photos, and even handwritten notes.
Transactions are automatically categorized into standard accounting categories — no manual sorting required.
Export in the exact format QuickBooks and Xero expect. Skip the reformatting step and import directly — saving your team hours every week.
Export to Excel, CSV, QuickBooks import format, or Xero bank import format — whichever your workflow needs, no reformatting required.
Upload dozens of statements at once and process them in a single batch. Perfect for tax season or onboarding a new client with years of catch-up work.
Why CPA Statements
Manual bank statement entry is one of the most time-consuming, error-prone parts of bookkeeping — especially with scanned or faxed statements from smaller banks.
CPA Statements reads any PDF statement, including scans, and turns it into clean, categorized data formatted for QuickBooks and Xero in seconds.
Your first 10 conversions are free. Try it on a real statement and see if it holds up to your standards.
Get started today
Your first 10 conversions are completely free — no credit card required. See for yourself how much time you've been leaving on the table.
No credit card · Cancel anytime · Files are never stored on our servers