Bank statement converter

Bank statement converter

Turn a bank statement PDF into clean, structured transactions — then export the exact format your tool imports. QuickBooks, Xero, Quicken, and spreadsheets each want a different file, and none of them read a PDF. Pick your output below.

A bank statement PDF is a rendered image of a table, not a data file, so QuickBooks, Xero, and Quicken all refuse to import it directly — they read QBO, QFX, OFX, or CSV instead. That is the wall every bookkeeper hits at reconciliation time, and it is why the transactions usually get typed in by hand.

Docusift reads every transaction off the statement — date, description, amount, and running balance — with a confidence score on each value, then hands back the format your destination actually imports, or pushes the data straight into QuickBooks and Xero. No templates to maintain and no per-bank setup, so a layout it has never seen works on the first upload.

Frequently asked questions

How do I convert a bank statement PDF?

Upload the PDF to Docusift. It reads every transaction — date, description, amount, and running balance — and returns a clean CSV, Excel, QBO, QFX, OFX, Xero, or JSON file, typically in under a second per page. Pick the output that matches where the data is going.

Why will QuickBooks or Xero not import my bank statement PDF?

Neither one reads PDF. QuickBooks imports QBO, QFX, OFX, or CSV; Xero imports CSV or OFX. A PDF is a rendered image of a table, not a data file, so Docusift converts your statement into the format they accept — or pushes the transactions in directly.

Which bank statement formats can Docusift export?

CSV and Excel for spreadsheets, QBO, QFX, and OFX for QuickBooks and Quicken, a Xero-ready file for Xero, and typed JSON for a data pipeline or webhook. Each transaction ships with a per-field confidence score.

Does the bank statement converter work on scans and any bank layout?

Yes. OCR, layout analysis, and extraction run in a single pass, so scans, mobile photos, and native PDFs all work — and because Docusift parses each statement visually rather than matching a template, a bank layout it has never seen is read on the first upload.

Convert your first bank statement free

Free tier includes 100 pages per month. No credit card required.

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