Coverage matrix
Supported documents
We would rather return an honest failure than a CSV that looks fine but cannot be trusted. This matrix is the exact truth about what the converter handles today — updated as real statements are tested.
| Document | Status | Notes |
|---|---|---|
| Text-based PDF bank statements | Supported | Uploaded for automated extraction; transactions can be downloaded as Excel or CSV. |
| Single amount column or debit/credit columns | Supported | Both layouts extract to a single signed amount column. |
| Statements with a running balance column | Supported | The balance is included as printed; it is not independently verified. |
| Multi-page statements | Supported | Up to 20MB per file. Page limits are 5 on Free, 10 on Starter, 20 on Growth, and unlimited on Business. |
| Scanned or image-only PDFs | Not supported | The current product does not provide OCR. Use a text-based statement PDF instead. |
| Password-protected PDFs | Supported | Enter the PDF password once when you upload. It is kept briefly on our server only to run the conversion, then deleted. Corrupted files are still rejected. |
| Every bank, language, and layout | Not claimed | Unsupported files get a specific failure reason — never a guessed CSV. |
| Excel and CSV export | Supported | Successful conversions keep the extracted rows and source-page references in both formats. |
| QBO export for QuickBooks Online | Supported | Available for single-account statements with a readable closing or running balance. |
| Bulk conversion | Supported | Select up to 50 PDFs. Each file is processed and downloaded independently. |
| OFX / QFX export | Not available | The current QuickBooks path produces QBO only. |
| Opening-to-closing balance check | Supported | When those figures can be read, the result is pass, mismatch with the difference, or cannot check. Statements recognised as credit cards (previous balance, new balance and a minimum payment on the first pages) use card signs; other card layouts may report cannot check. This is not a full books reconciliation. |
| Categorization and full bookkeeping reconciliation | Out of scope | We extract transactions and run the printed-balance check. Categorization and import decisions stay with you or your accountant. |
File limits
- PDF only, up to 20MB. Page limits are 5 on Free, 10 on Starter, 20 on Growth, and unlimited on Business.
- Empty, corrupted, or encrypted files are rejected before processing.
- Extraction runs on our servers and third-party recognition services — your PDF is uploaded when you convert it.
When your file cannot be converted
You get a specific reason — unsupported layout, damaged file, unreadable scan, page limit exceeded, or a system error — never a fake success. Failed conversions never count against your quota, and you can retry or send us feedback. You may also explicitly opt in to contribute an anonymized sample so we can improve coverage; nothing is kept for that purpose without that separate consent.