Bank statements to Excel, QuickBooks or Xero. Checked to the penny.
Upload a PDF bank statement and get every transaction in a clean file. We check that the opening balance plus every transaction equals the closing balance, and flag any row that does not.
No signup or card for the free plan. Built for bookkeepers and CPAs.
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Or email support@balancedrows.com.
| Date | Description | Amount |
|---|---|---|
| 10/02 | CLIENT DEPOSIT INV-2041 | 2,450.00 |
| 10/04 | INTUIT QBOOKS | -90.00 |
| 10/09 | OFFICE DEPOT #1123 | -64.18 |
| 10/15 | GUSTO PAYROLL | -1,204.55 |
| 10/21 | STRIPE TRANSFER | 3,673.68 |
How it works
From PDF to import-ready file in three steps.
Upload statements
Drop in PDF bank or credit card statements, text-based or scanned.
Review the check
See every row and the balance check. Anything that does not tie out is highlighted.
Download
Export to Excel, CSV, the QuickBooks Online format or the Xero statement format.
Why bookkeepers can trust the output
Converters that skip the math can silently drop or misread rows. We do the math on every file.
Balance check on every file. Opening plus transactions must equal closing, and the running balance is checked row by row.
Flagged rows, not silent errors. Any mismatch is shown with the exact difference, so you fix it before it reaches the books.
Files deleted after processing. Uploaded PDFs are deleted as soon as they are processed. Extracted results stay in memory, never on disk, for up to 1 hour so you can download them. Encrypted in transit with HTTPS. Privacy policy.
Formats. PDF statements, text-based or scanned. Exports: Excel (.xlsx), QuickBooks Online 3-column CSV and Xero statement CSV.
Unlimited users. Your whole team shares one account. You pay for pages, not seats.
Frequently asked questions
How do I convert a PDF bank statement to Excel?
Upload the PDF, review the extracted rows, then download an Excel file. The workbook has a Transactions sheet and a Reconciliation sheet that shows the balance check.
Can I import the file into QuickBooks Online or Xero?
Yes. Download the QuickBooks Online 3-column CSV (Date, Description, Amount) or the Xero statement CSV. Dates come out in the format each one expects.
Does it work with scanned statements?
Yes. Scanned pages are read with OCR, and messy layouts go to a backup AI reader. The balance check still runs, so you can see if anything is off.
What happens if the balance does not match?
You see the difference and the exact rows that break the running balance, highlighted in red. Statements that fail the check do not count against your pages.
What happens to my clients' statements?
Uploaded PDFs are deleted as soon as they are processed. Extracted results are held in memory for up to 1 hour so you can download them. We never sell your data, and we do not use your files to train AI models.
Which banks are supported?
Most text-based PDF statements work, and scanned statements go through OCR. Layouts vary by bank, so the balance check tells you right away if a statement did not come out right. If that happens, email support@balancedrows.com and we will work on adding the layout.
Can I cancel anytime?
Yes. Plans are month to month or yearly, with no contracts.
Stop retyping bank statements
Try it on a real statement now. The free plan includes 10 pages a month.
Try 10 pages free