The problem, specifically
Onboarding is where the time goes. A client arrives with a folder of PDFs from a bank you have never set up a feed for, covering a period the feed would not reach anyway, and somebody has to get it into the ledger. Bank feeds solve the ongoing months and do nothing for the backlog, which is exactly the part the client has been avoiding.
A workflow that works for accountants and bookkeepers
- Collect every statement for the period, across every account and card. Missing accounts are the single biggest cause of a reconciliation that will not balance.
- Convert them and stack the rows into one sheet per account, keeping the bank name and account in their own columns so a combined sheet stays traceable.
- Import to the ledger. QuickBooks, Xero, FreshBooks, Sage and Tally all take a CSV bank feed and ask you to map the columns once.
- Reconcile against the closing balance on each statement. If the balance matches, the extraction is right, and you have checked the whole file with one number.
How many pages this usually takes
This is the highest-volume use on the site. A single client year runs to 60 to 150 pages across accounts, and a practice onboarding several clients at once is into the hundreds. Plans are priced by page, so a busy month costs more than a quiet one and nothing is billed per seat.
Your first conversion runs without an account, so you can test the output on a real statement before deciding anything. A free account adds 7 free pages, and the monthly plans are priced by page count, which means you can move up a tier for a busy month and back down afterwards.
Deadlines and rules in the UK and US
In the UK the pressure points are the 31 January self-assessment deadline and quarterly VAT, with Making Tax Digital pushing more of it into software. In the US it is 15 April and the 15 March deadline for partnerships and S-corporations, which pulls the same work forward a month.
The part worth getting right
The closing-balance check is the part worth keeping. Manual entry has no equivalent: you find the typo in March when something disagrees in November. Converting and reconciling to the statement balance tells you the whole file is right before you have booked a single transaction.
Accountants and bookkeepers FAQs
How does a bank statement converter help with client statements at volume?
Onboarding is where the time goes. A client arrives with a folder of PDFs from a bank you have never set up a feed for, covering a period the feed would not reach anyway, and somebody has to get it into the ledger. Bank feeds solve the ongoing months and do nothing for the backlog, which is exactly the part the client has been avoiding. Converting the statements puts every transaction into columns you can sort, filter and total, which is the part that is not practical to do by eye in a PDF.
Can I use this for multiple clients on one account?
Yes. Pages are counted against your plan rather than against a client, so you can run as many clients through one account as your page allowance covers. Practices working through many clients at once can ask about an enterprise plan, which adds custom integrations and a dedicated account manager.
How do I check the extraction is accurate before I book it?
Total the debits and credits in the converted sheet and check the result against the closing balance printed on the statement. If they agree, every row extracted correctly. The exported CSV also carries a confidence score and source context per row, so anything uncertain can be traced back to the line it came from.
Is client data safe to put through this?
Uploads travel over a 256-bit encrypted connection, files are deleted from our servers 24 hours after upload, and conversion is fully automated so no member of staff opens a client statement. Nothing is passed to a third party. If your engagement terms require you to tell clients which processors you use, the privacy policy sets out what is retained.
How many pages will I need?
This is the highest-volume use on the site. A single client year runs to 60 to 150 pages across accounts, and a practice onboarding several clients at once is into the hundreds. Plans are priced by page, so a busy month costs more than a quiet one and nothing is billed per seat. Your first conversion needs no account, a free account adds 7 free pages, and the monthly plans are priced by page count.
Can I convert scanned statements and photos?
Yes. Scanned PDFs, JPG and PNG files all go through OCR. Text-based PDFs are read directly and tend to be the most accurate, so use the original download when you still have it.
What happens to the statements I upload?
Uploads travel over a 256-bit encrypted connection, and files are deleted from our servers 24 hours after upload. Conversion is fully automated, so no member of staff opens your statement, and nothing is passed to a third party.
Other situations
Freelancers, Small business owners, Mortgage and loan applicants, Tax filers, Landlords and letting agents. There are also pages covering the export limits and statement archives bank by bank, or you can start from the main bank statement converter.