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

Convert scanned bank statements with OCR

Convert scanned bank statement PDFs into Excel, CSV, QBO, OFX, or QIF using OCR and AI transaction extraction.

For Users with paper statements, scanned PDFs, or image-heavy bank documents · Last updated June 2, 2026

Why this happens

Scanned statements cannot be copied cleanly. OCR can misread dates, amounts, wrapped descriptions, and page breaks if it is not built for bank statements.

Common signs

Copy and paste does not work

Rows split across lines

Amounts are misread

Statements have stamps, shadows, or low-quality scans

How bank-statements.co helps

Use OCR plus bank-statement-specific extraction that reconstructs transaction rows and warns when the result needs review.

OCR for scanned PDFs

Wrapped description handling

Low-confidence warning roadmap

Preview before export

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 scanned statements For accountants