Read the right way
Structured bank files use direct parsers. Simple PDFs are read locally. Difficult layouts can use optional cloud OCR with your permission.
FINANCIAL FILES, WITH CLARITYFrom bank statement
From bank statement
to useful data.
Turn PDFs and bank exports into transactions you can work with. Review the dates, amounts and totals before your file goes anywhere else.
Transaction preview
Local extraction first
Amounts preserved
01 / UPLOAD02 / REVIEW03 / EXPORT
YOUR CONVERSION WORKSPACELocal first
PDF · OFX · QFX · QBO · QIF · IIF · CSV
The temporary download expires after 15 minutes or first use. A separate encrypted review copy is retained for 90 days. How data is handled
YOUR FILES. YOUR WORKFLOW.
PDF · OFX · QFX · QBO · QIF · IIF · CSV
EXPORT TO CSV, EXCEL & MORETHE IMPORTANT PART IS THE DATAA conversion you
A conversion you
can actually inspect.
A file extension is only the beginning. Before importing, you need to know what was read, what was preserved and what needs another look.
See the transactions
Inspect a preview, date range and debit/credit totals. Running-balance discrepancies are visible; the converter does not change amounts to hide them.
Export with context
Download a spreadsheet or transaction file. Each converter explains field mappings and destination requirements so you can prepare the import.
FIND YOUR CONVERSIONStart with the file
Start with the file
you already have.
Keep familiar formats in your workflow. Choose a converter to see an example, its field mapping and any limitations. Browse the full directory or compare the formats.
PDFCSVPDF
PDF
PDF
CSV
IIF
IIF
OFX
OFX
OFX
OFX
OFX
QFX
QFX
QFX
QFX
QIF
QIF
QIF
QBO
QBO
QBO
QBO
CSV
CSV
CSV
QIF
QFX
PDF
PDF
PDF
PDF
to CSV
Extract and review statement transactions.
View converter & example PDFEXCELPDF
to Excel
Extract and review statement transactions.
View converter & example PDFXMLPDF
to Tally XML
Extract and review statement transactions.
View converter & example CSVQIFCSV
to QIF
Transform bank transaction fields.
View converter & example IIFCSVIIF
to CSV
Transform bank transaction fields.
View converter & example IIFEXCELIIF
to Excel
Transform bank transaction fields.
View converter & example OFXPDFOFX
to PDF
Transform bank transaction fields.
View converter & example OFXCSVOFX
to CSV
Transform bank transaction fields.
View converter & example OFXEXCELOFX
to Excel
Transform bank transaction fields.
View converter & example OFXQBOOFX
to QBO
Transform bank transaction fields.
View converter & example OFXQFXOFX
to QFX
Transform bank transaction fields.
View converter & example QFXCSVQFX
to CSV
Transform bank transaction fields.
View converter & example QFXEXCELQFX
to Excel
Transform bank transaction fields.
View converter & example QFXOFXQFX
to OFX
Transform bank transaction fields.
View converter & example QFXPDFQFX
to PDF
Transform bank transaction fields.
View converter & example QIFCSVQIF
to CSV
Transform bank transaction fields.
View converter & example QIFEXCELQIF
to Excel
Transform bank transaction fields.
View converter & example QIFPDFQIF
to PDF
Transform bank transaction fields.
View converter & example QBOCSVQBO
to CSV
Transform bank transaction fields.
View converter & example QBOEXCELQBO
to Excel
Transform bank transaction fields.
View converter & example QBOPDFQBO
to PDF
Transform bank transaction fields.
View converter & example QBOIIFQBO
to IIF
Transform bank transaction fields.
View converter & example CSVQBOCSV
to QBO
Transform bank transaction fields.
View converter & example CSVIIFCSV
to IIF
Transform bank transaction fields.
View converter & example CSVOFXCSV
to OFX
Transform bank transaction fields.
View converter & example QIFQBOQIF
to QBO
Transform bank transaction fields.
View converter & example QFXQBOQFX
to QBO
Transform bank transaction fields.
View converter & example PDFQIFPDF
to QIF
Extract and review statement transactions.
View converter & example PDFQBOPDF
to QBO
Extract and review statement transactions.
View converter & example PDFOFXPDF
to OFX
Extract and review statement transactions.
View converter & exampleCLEAR DATA HANDLINGKnow where your
Know where your
statement goes.
A private encrypted copy of each accepted document, its extracted transactions and conversion result is kept for 90 days to investigate errors and improve quality. This includes failed conversions.
Cloud OCR is an explicit option for paid accounts. When you enable it, relevant PDF pages are sent to Mistral. Account, billing and conversion metadata are stored separately. Temporary download links expire after 15 minutes or first use; this does not delete the review copy.
Read the data handling detailsA few useful answers.
Can I try it without an account?+
Yes. Structured file conversions can be tried without signing in. Guests can convert up to three simple PDF files per day, with up to three pages each. A free account includes 25 local PDF pages per calendar month.
Will every PDF work?+
No. Local extraction supports simple text rows with a clear signed amount. Scans, separate debit/credit columns and complex layouts need cloud extraction, when enabled. PDF results should always be compared with the original statement.
Does it guarantee a QuickBooks or Tally import?+
No. Web Connect formats require valid bank and account metadata; IIF and Tally XML require appropriate ledger/account mappings. The converter prepares transaction files and explains the requirements, but it cannot guarantee acceptance by a third-party application.
What happens if the conversion fails?+
No export is presented when parsing or cloud extraction is incomplete. Authenticated PDF page allowance is refunded on a failed conversion. Cloud provider spending reservations remain counted, since a timed-out request may still be billed.
LESS RE-ENTRY. MORE VISIBILITY.Make the next file
Open the converter