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Select multiple native PDFs
Choose monthly, multi-account, or multi-client statements in one file picker.
Bulk bank statement converter · PDF → Excel + CSV
Convert multiple bank statements to Excel or CSV
Queue native PDF statements together, follow every file from upload through processing, and download a separate Excel or CSV result for each successful conversion.
- 5–50 files per job by plan, with 3 concurrent conversions
- Failures isolated to one file
- Individual Excel and CSV downloads
Convert a batch
Upload up to 5 PDFs on your current plan. Each statement is processed independently and stays available under Records.
Drop 1–5 PDF statements here, or
Output
One source file, one traceable result
Bulk does not hide the source behind a merged archive. Each statement keeps its original filename, processing status, page count when available, and independent Excel and CSV downloads.
bulk job / four statements
checking-jan.pdf[ready]
checking-feb.pdf[ready]
savings-jan.pdf[processing]
client-b-march.pdf[queued]
Process
How bulk bank statement conversion works
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Track each file separately
Up to 3 files process at once while the remaining files stay visibly queued.
03
Review failures without stopping
A failed statement is isolated, explained, and available for a one-file retry.
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Download Excel or CSV
Download each successful statement in the format needed for review or handoff.
Use Cases
Built for the statement pile
Multi-month records
Process a year or quarter of statements while keeping every month separate.
Bookkeeper client work
Queue statements from different clients without letting one difficult file block the batch.
Multiple bank accounts
Convert checking, savings, and card statements in the same visible queue.
Accountant handoff
Download consistent Excel or CSV files for review and controlled delivery.
Input Requirements
Native PDF statements only
- Text-based PDF bank statements, up to 20MB per file
- 5 pages on Free, 10 on Starter, 20 on Growth, and no per-file page cap on Business
- Remove PDF passwords before selecting encrypted statements
- Image-only and scanned statements are not supported
Failure Handling
One failure does not stop the queue
Every file gets its own upload, conversion, and result state. If a layout is unsupported or a file is damaged, the remaining statements continue. Retry only the failed file after addressing its error; failed conversions never count against quota.
Security
The same controls apply to every file
PDFs are uploaded for automated processing by us and third-party recognition services. Files you do not explicitly choose to contribute are deleted after the retention period. Each conversion remains tied to your signed-in account.
Pricing
Quota follows successful pages
Current plan quotas are based on processed pages, and failed conversions never count. Check the pricing page for free-tier limits, monthly page quotas, and paid-plan availability before starting a larger job.
View pricing and limitsFAQ