Professional-grade tool for converting bank statements to Excel/CSV. Streamline bookkeeping, tax prep, and financial analysis for your accounting practice.
EasyBankConvert is a specialized bank statement converter designed for accounting professionals. Convert PDF bank statements from any financial institution into clean, structured Excel or CSV files in seconds—perfect for bookkeeping, tax preparation, reconciliation, and financial analysis.
Built for CPAs & Accounting Firms: Process client statements 10x faster, eliminate manual data entry, and reduce errors with AI-powered conversion that understands accounting workflows.
Stop wasting billable hours typing transaction data. Convert entire statements instantly and focus on analysis, not data entry.
Many small business clients provide PDF statements instead of digital exports. Convert them instantly to import into QuickBooks, Xero, or Excel.
Process months of bank statements quickly during tax preparation. Extract transaction details for Schedule C, income verification, and expense categorization.
Import converted statements directly into your accounting software for faster month-end reconciliation and error detection.
Handle statements from dozens of clients across different banks. Our Business and Enterprise plans support high-volume conversion for busy firms.
Drag and drop PDF bank statements from any institution—Chase, Bank of America, Wells Fargo, credit unions, or international banks.
Our AI reads complex PDF layouts, extracts dates, descriptions, debits, credits, and running balances—even from scanned documents.
Export to Excel (XLSX), CSV, or JSON. Data is structured with proper columns: Date, Description, Debit, Credit, Balance—ready for import or analysis.
Import directly into QuickBooks, Xero, Excel, or your custom accounting workflows. Match transactions and complete reconciliation faster.
Works with statements from all major US banks and credit unions:
Convert a 50-page statement in seconds vs. hours of manual entry. Multiply your productivity across dozens of clients.
AI-powered extraction eliminates typing errors. Perfect for reconciliation and audit-quality documentation.
Automate low-value data entry and spend more time on advisory services that clients actually pay for.
Files are encrypted, processed instantly, and auto-deleted. Zero data retention means maximum client confidentiality.
Business and Enterprise plans support thousands of pages per month—perfect for growing practices and tax season surges.
Cloud-based tool works on any device. No software installation. Perfect for remote work and multi-location firms.
As accounting professionals, you handle sensitive financial data. Here's how we protect your clients:
All uploads are encrypted in transit (TLS 1.3) and at rest (AES-256)
Files are deleted immediately after conversion. Zero data retention policy.
Server-side processing only. No third-party tracking or data sharing.
Conversion logs available for professional documentation requirements
Note for CPAs: While we provide enterprise-grade security, always follow your firm's client data policies and obtain appropriate authorization before uploading sensitive documents.
Flexible plans designed for solo practitioners to multi-partner firms:
$49/mo
Best for: Solo CPAs, small practices
$89/mo
Best for: Small to mid-size firms
$159/mo
Best for: Large firms, tax season surge
Typical manual data entry: 5 minutes per page at $75/hour billing rate
Professional Plan ($49/mo)
1,000 pages = ~83 hours saved = $6,225 value
ROI: 127x
Business Plan ($89/mo)
2,000 pages = ~167 hours saved = $12,525 value
ROI: 141x
No credit card required. Convert 2 statements to see the quality and speed for yourself.
Try Free Conversion →Upgrade when ready. Most solo practitioners start with Professional, while firms with multiple clients choose Business or Enterprise.
View Pricing →Common accounting workflows:
Join hundreds of CPAs and accounting firms who've eliminated manual bank statement data entry. Start converting in 30 seconds.
Yes. Export as CSV and use QuickBooks' "Import Transactions" feature. Our format matches QuickBooks' expected columns.
Yes. Our AI can read both digital PDFs and scanned images with OCR technology, even if the quality isn't perfect.
Our AI works with any bank's statement format—from major banks to small credit unions. The system learns new formats automatically.
Yes on Business and Enterprise plans. Share one login or contact us for multi-user licenses with separate access controls.
The output is identical to the source document data. We recommend keeping original PDFs for compliance, and using converted files for working documentation.
Upgrade or downgrade anytime. Many firms upgrade to Enterprise for January-April, then scale back down. No contracts or commitments.