Stop spending hours on manual data entry. Drop a PDF bank statement and get a clean, structured CSV file with Date, Description, and Amount columns ready for your accounting software.
Every accounting firm knows this frustration: clients send scanned bank statements as PDFs, and someone has to manually type every transaction into a spreadsheet or accounting software. It's tedious, time-consuming, and error-prone.
Scanned documents that can't be copy-pasted, inconsistent statement formats from different banks, thousands of transactions to key in manually, transcription errors that cause reconciliation issues, and billable hours wasted on data entry instead of advisory work.
These issues directly impact your bottom line. Hours spent on data entry can't be billed at advisory rates. Manual errors lead to reconciliation headaches. And staff burnout from repetitive work affects retention.
We've built an intelligent parsing pipeline that handles the complexity of extracting structured data from PDF bank statements. Here's the process:
Send us your bank statement PDF—whether it's a native digital PDF or a scanned document. We handle statements from all major banks and can adapt to new formats quickly.
Our system uses OCR and pattern recognition to identify transaction tables, extract dates, descriptions, and amounts, and handle the quirks of different bank statement layouts.
You receive a structured CSV file with consistent columns: Date, Description, Debit, Credit, and Balance. Ready to import directly into QuickBooks, Xero, or your preferred accounting software.
Date,Description,Debit,Credit,Balance 2024-01-15,DIRECT DEPOSIT - PAYROLL,,3500.00,5234.56 2024-01-16,AMAZON.COM PURCHASE,45.99,,5188.57 2024-01-17,ELECTRIC COMPANY - BILL PAY,125.00,,5063.57 2024-01-18,TRANSFER FROM SAVINGS,,500.00,5563.57
Native digital PDFs, scanned documents, and even photographed statements. Our OCR handles various quality levels.
We've parsed statements from hundreds of banks. Different layouts, table structures, and date formats—all handled automatically.
Regardless of how dates appear in the original (01/15/24, Jan 15, 2024-01-15), we output consistent ISO format dates.
Debits and credits properly separated. Currency symbols removed. Negative values handled. Clean numbers ready for calculations.
Our statement parsing service is built for professionals who need to convert bank statements to usable data quickly and accurately:
A typical bank statement with 100 transactions takes 30-45 minutes to key in manually. With errors. Our parser processes the same statement in under a minute, with higher accuracy than manual entry.
The real value isn't just time savings—it's what you can do with that time instead. Senior accountants can focus on advisory services instead of data entry. Staff can handle more clients without burning out. And your firm can be more competitive on pricing.
We've successfully parsed statements from major banks including Chase, Bank of America, Wells Fargo, Citibank, Capital One, PNC, US Bank, TD Bank, and hundreds of regional and community banks. Our system learns new formats quickly, so if you have a bank we haven't seen before, we can usually add support within days.
Stop wasting billable hours on data entry. Tell us about your workflow and we'll build a parsing solution that fits your needs.