Which export formats are available?

Bank-statements.co exports Excel, CSV, QBO, OFX, QIF, and JSON from a single uploaded statement PDF.

Is this suitable for accountants and bookkeepers?

Yes. The service is designed for bookkeeping cleanup, catch-up work, reconciliation, and client statement processing across multiple banks and accounting systems.

Is bank statement data handled securely?

Uploads are encrypted in transit and stored securely. Users can delete files when they are no longer needed, and financial data is used to provide the conversion service.

Bank statement import problem

Speed up bookkeeping cleanup with PDF bank statement conversion

Doing bookkeeping cleanup or catch-up work? Convert client bank statement PDFs to Excel, CSV, QBO, OFX, or QIF for faster reconciliation.

For Bookkeepers and accounting firms handling client cleanup work · Last updated June 2, 2026

Why this happens

Cleanup jobs often start with clients sending months or years of PDF statements instead of clean bank exports. Manual entry burns hours and creates avoidable errors.

Common signs

Clients send PDF statements only

Multiple months need catch-up bookkeeping

Bank feeds do not go back far enough

Staff spend hours copying transactions into spreadsheets

How bank-statements.co helps

Batch upload statements by client or month, export in the destination format, and use preview checks to catch issues before import.

Batch upload and download

Client/job grouping roadmap

Destination presets

Reconciliation checks

Recommended workflow

1. Upload the original statement PDF.
Use the source bank statement rather than a manually edited spreadsheet whenever possible.
2. Review extracted rows before import.
Check dates, descriptions, debits, credits, and balances. Pay special attention to ambiguous dates and signed amounts.
3. Choose the destination export.
Use QBO for QuickBooks where possible, Xero CSV for Xero, QIF for Quicken, or generic CSV/Excel for review and cleanup.
4. Import and reconcile.
Import the converted file into your accounting system, then reconcile against the original statement.

Product roadmap fit

This problem maps directly to the product roadmap for destination presets, export-time date controls, preview warnings, reconciliation checks, bookkeeper batch workflows, and stronger security messaging.

Read about security | Bookkeeper workflow

Fix this with a clean bank statement export

Upload a statement PDF and download an accounting-ready file in the format your workflow needs.

Convert client statements View pricing