Toolspike Bank Statement Converter

Finance

Bank statement PDFs to Excel or QuickBooks, checked row by row against the balance

by toolspike

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Typing transactions out of a PDF bank statement takes hours, and one wrong digit breaks the whole reconciliation. Toolspike Bank Statement Converter turns the PDF into a clean table of date, description, money in, money out and balance, and then proves its work: every row has to add up to the running balance printed on the statement, and printed totals and daily balances are checked too. Anything that does not tie out is flagged on the page before it reaches your books. What you get: • Excel, CSV (laid out for QuickBooks Online, Xero, Sage, Wave, FreeAgent or YNAB), QuickBooks QBO and IIF, Quicken QFX, OFX, QIF and Tally XML • Up to 12 statements in one file, oldest first, with repeated rows kept once and gaps between balances pointed out • Credit card statements treated as card accounts, so QBO and OFX files import the way accounting software expects • Search, fix, categorise and undo rows before you export, plus a PDF report of every check Private by design: PDFs with a text layer, and CSV, OFX, QIF or Excel files from your bank, are read in your browser and never uploaded. Scans and phone photos can be read with AI, only if you choose to. It works with any bank whose statement PDF has selectable text, because it reads the layout of each file rather than a list of known banks. One free run every day, no sign-up needed; further runs use credits. Honest limits: a scanned statement needs the optional AI reading, and an amount printed with no sign or column is worked out from the balance and marked for you to check. Built and maintained by an independent developer in Pune, India, as part of Toolspike, a set of focused browser tools for PDFs, invoices, bank statements and job seekers.

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