Drop a whole folder of statements and export them all at once, straight to Excel, QuickBooks or Xero. Go Pro to unlock it.
Drop a folder of PDF bank statements onto the page, or pick them in the file dialog.
Each statement is parsed on your own device, one after another, including scanned pages via OCR.
Check the per-file summary: bank, period, page count and how many transactions were found.
Download everything as a single ZIP in the format you picked.
Converting statements one at a time is fine for a single account. It stops being fine when a client sends twelve months across three accounts, and every file needs the same export format and the same balance check before it can go anywhere near the ledger.
Batch conversion runs the same parser over every file in turn, verifies each running balance, and hands back one archive. Nothing is uploaded, so a folder of client statements stays on your machine the whole time, which is the part that matters under GDPR.
Pick Excel, CSV, OFX, QBO or QIF once and every statement in the ZIP comes out the same way, with the same column layout and the same date handling. No re-mapping columns per file, and no US and UK dates mixed in the same import.
Need one statement rather than a folder? Convert a single statement free, or see what Pro costs.
There is no fixed cap. Files are parsed one at a time on your own machine, so the practical limit is your device rather than a server quota. A folder of a dozen statements is routine.
No. Batch conversion uses the same in-browser parser as a single conversion, including OCR for scanned pages. The ZIP is assembled on your device, so client statements never leave it.
Excel (XLSX), CSV, OFX for Xero, QBO for QuickBooks and QIF for Quicken. You pick one format for the whole batch and get a single ZIP containing a file per statement.
It is marked in the list with the reason and skipped from the ZIP; the rest still convert. You can remove it, fix the source PDF and re-add it without redoing the others.
Yes, batch conversion is part of Pro. Converting statements one at a time is free for up to ten pages a day, and any single statement can be unlocked in full with a one-time payment.