Turn PDF bank statements into clean spreadsheets

No. Digital (text-based) PDFs are parsed entirely in your browser. The file never leaves your device and we never store it. Scanned statements are OCR’d on-device too. When you export, only the parsed rows shown in your preview are sent once to generate the spreadsheet, then discarded. And if a scan can’t be read at all and you are signed in, you are asked whether to send the unreadable page images to our cloud OCR service - nothing is ever sent without your explicit OK.

We ship tuned parsers for major banks (Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, Truist, Amex, Discover) and a robust generic parser that handles almost any other bank or credit-card statement layout.

Scanned/image PDFs are run through on-device OCR right in your browser. Where OCR can read the running balance, reconciliation flags a row that breaks it so you can fix it before export. Where it cannot, the rows are checked only as a group against the closing total, so two misreads that cancel each other out would not show. If the scan is too blurry to read at all and you are signed in with credits, you can choose to send the unreadable page images to cloud OCR (1 credit per page) - only after an explicit prompt, never automatically.

Every conversion runs a balance reconciliation: it checks the running balance at every balance our parser could read and ties the total to the closing balance it read off the statement. Green means both the opening and closing balances were read off the statement, every balance we could read tied, and none of the rows our parser recognized were cut or refused; amber means a row needs review; grey means the checks could not be completed.

A clean Excel (.xlsx) workbook with a Transactions sheet and a Summary sheet, plus a CSV that imports directly into QuickBooks, Xero, Wave or Excel.