Free plan · 20 pages every month · no card required
Every transaction, from every source, understood.
Bring transactions in from statements, bank downloads, cloud folders, live bank connections or the API. Get back one ledger that proves its own arithmetic, dashboards that answer the questions you actually have, and delivery straight into your books.
From a pile of statements to numbers you can defend
Three steps, and the middle one is the difference between BankStmt and a converter: the numbers have to prove themselves before you see them.
Bring it all in
Drop in a year of statements, point a cloud folder at us, connect a bank directly, or post from your own systems. Nothing to configure first. Upload returns at once and the work runs in the background while you carry on.
Watch it prove itself
Every statement is held to its own arithmetic before it counts. For the example above: opening 3,120.55 + credits 6,412.19 − debits 2,551.55 = closing 6,981.19, the bank's printed total and count match, and each of 47 running balances follows from the row before. Only then is it marked complete.
Fix what's flagged, deliver the rest
A row that doesn't add up is flagged red. Click it, see the line on the page, correct it, watch the flag count fall. Then send exactly what your filters select to Excel, your accounting package or your own system.
Ask a question. Get an answer you can check.
"Where did August go, and is anything unusual?" gets a plain-language answer with the figures behind it — and every figure was computed from your reconciled ledger, not guessed by a model. Ask what changed, what recurs, what looks wrong, what a month like this means for the next one.
Bank descriptions hide your spending. Your ledger shouldn't.
Nobody can read "POS 1234 AMZN MKTP US*2X4B1". You should not have to. Every line becomes the merchant you actually paid and the category it belongs in, so a month's spending reads like a month, not like a phone bill.
Trust the statement before you trust the numbers
Lenders, analysts and anyone signing off on figures need to know whether a statement is what it claims to be. BankStmt tests each one against itself and shows its working.
Every dashboard, on every plan including Free
Spending, income, cash flow, forecast, financial health, loan affordability, tax, business summary, investments and the review tools behind them all read from the same reconciled ledger — so they agree with each other, and with the statements. Pricing scales with pages, not with which screens you may open. The full list is in the docs.
Close the client's month without chasing the client
The slow part of client statement work was never the reading. It is the missing March statement, the transfer nobody can explain, and the export you have to stand behind. Each one has a tool, and they hand off to each other.
One ledger. Four reasons people come for it.
Everyone starts with the same reconciled ledger. What they do next is what differs.
Practice workflow
Accountants & bookkeepers
Finish a client's year without the back-and-forth: gaps found for you, doubts resolved in one place, and a handover you can sign. The firm tools.
Business reporting
Small businesses
Know your cash position, your fixed commitments and your indicative tax exposure across every account and currency — without building the spreadsheet every quarter.
Personal & household
Individuals & families
See every account in one place, in plain merchant names. Find the subscriptions you forgot. See what next month looks like if this one repeats — on the free plan.
Statement verification
Lenders & analysts
Know whether a statement is internally consistent before it goes into a decision, with income stability and affordability figures alongside — evidence to review, not a verdict to trust.
Developers — the same reconciled data, over a REST API with signed webhooks, on the Professional and Business plans. See Exports & API.
It ends up where your work is, not in a downloads folder
Open formats only, nothing locked in, and the shortest path into whatever you already use.
Sensitive documents, handled like it
Bank statements are about as personal as data gets. Here is what happens to yours — practices, not badges.
Who did what, to which client's data, and when
Uploads, edits, exports, approvals and sign-ins are written to a separate audit store as they happen. A question from a client or a reviewer has an answer.
Priced like a converter. Built like a platform.
Simple, page-based pricing
Conversion, reconciliation, review tools and every export format are included on every plan. A paid tier buys a bigger monthly page allowance, unlimited accounts, more AI credits, the AI assistant, open-banking connections where available and priority support; the API is on Professional and Business. Need more pages in a busy month? Add a 1,000-page pack for $15 on any plan, including Free — pack pages count for the month you buy them and do not roll over. Prices in USD.
- Every input format, incl. scans
- Reconciliation, merchants, categories
- Integrity checks, review queue, forecasts, tax, loan, investments
- All twelve export formats
- AI assistant
- Priority support
- Everything in Free
- Unlimited accounts
- AI assistant
- Priority support
- Everything in Starter
- REST API & webhooks
- AI assistant
- Priority support
- Everything in Professional
- REST API & webhooks
- 20,000 AI credits a month
- Priority support
What counts as a page
If your bank offers a CSV download alongside the PDF, the CSV costs one page no matter how many transactions it holds. On Free's 20 pages, that's the difference between a couple of PDF statements and more than a year of them.
No surprises
Questions people ask before uploading
Which file types can I upload?
Text PDFs, scanned or photographed statements (JPG, PNG, WEBP, GIF), password-protected PDFs (you supply a one-time password that is never stored), CSV, TSV and other delimited text, Excel (XLSX, XLSM, XLS), OFX, QFX, QBO, QIF, JSON and HTML statements. Files up to 100 MB each, and large uploads resume if the connection drops.
Does it work with my bank?
BankStmt does not rely on per-bank templates. The first statement from a new bank builds a profile for that bank, country and account type automatically, and later statements reuse it. Every extraction is then reconciled against the statement's own printed balances, so if a layout did trip something up you see it as an incomplete statement with the failing check named, never as a silent error. If a statement fails, use Retry, or tell support which bank and period it covers.
How accurate is it?
The measure that matters is not whether the document looked correctly understood but whether the extracted transactions reconcile: opening plus credits minus debits must equal the printed closing balance, printed totals and counts must match, and every running balance must follow from the row before. A statement is only marked complete when all of that holds. When it does not, you can click any flagged row and see the exact line on the page it came from, fix it, and watch the count of unreconciled rows fall. Automated output can still be wrong, so review it before relying on it, particularly for filings or lending decisions.
What counts as a page, and what happens when I hit my limit?
A PDF costs its actual page count. A spreadsheet, data file or scanned image costs one page however many rows it holds. An exact re-upload of a statement you already imported is rejected and its pages refunded; a statement that partly overlaps an earlier one is metered normally, and the overlapping rows are quarantined instead of duplicated. When you reach your allowance, new uploads are held until the next billing period, until you upgrade, or until you add a one-time 1,000-page pack ($15, on every plan including Free) — reaching a limit never results in an automatic charge.
Can I get the data into QuickBooks, Xero or Google Sheets?
Yes. Export any filtered view to Excel, CSV, JSON, text, OFX, QBO, QFX, QIF, IIF, MT940, CAMT.053 or Tally XML on any plan. Connectors that push transactions directly into QuickBooks Online, Xero, Sage, FreshBooks, Wave, Zoho Books, Odoo, Google Sheets and Excel Online appear under Settings → Integrations as they are enabled for your workspace. On Professional and Business the same data is available over the REST API.
Can my clients send statements to me directly?
Yes. Create a document request for a client and bank account; they receive a link and upload from it without creating an account. Files land in that client's workspace and start processing at once, reminders go out until the request is complete, and you can ask the client about a specific transaction through the same portal.
Which languages and currencies are supported?
The interface is available in 18 languages, including English, Spanish, French, German, Italian, Portuguese, Dutch, Swedish, Polish, Turkish, Arabic, Hebrew, Hindi, Chinese (simplified and traditional), Japanese, Korean and Russian. Accounts can be in any currency; figures are never summed across currencies silently, and a display currency converts them at an indicative daily rate while the stored amounts stay untouched.
Upload your first statement in under a minute
Free plan, no card, 20 pages a month, every export format. Delete everything whenever you like.