SheetStatement
Start free
For bookkeepers, accountants and small businesses

Bank statements in. Verified spreadsheets out.

SheetStatement reads PDF and scanned statements from any bank, checks every running balance, and exports to Excel, CSV, QuickBooks or Xero, so you never retype a transaction again.

Convert a statement freeSee how it works
  • 10 free pages / month
  • No credit card
  • Cancel anytime
Review · march-statement.pdf
Checking ••4821 · Mar 2026✓ Balances reconciled
DateDescriptionDebitCreditBalanceCategory
Mar 01Opening balance4,210.55
Mar 02ACME PAYROLL DIRECT DEP3,180.007,390.55Income
Mar 03CITY POWER & LIGHT142.187,248.37Utilities
Mar 05GREENLEAF MARKET #22186.407,161.97Groceries
Mar 07TRANSFER TO SAVINGS500.006,661.97Transfer
Mar 09METRO TRANSIT PASS64.006,597.97Travel
Closing balance on statement 6,597.97Δ 0.00
export formats
6
export formats
bank guides, any bank works
15+
bank guides, any bank works
of rows balance-checked
100%
of rows balance-checked
free pages every month
10
free pages every month

Works with statements from

ChaseBank of AmericaWells FargoCitiCapital OneU.S. BankPNCTD BankHSBCBarclaysTruistAlly BankNavy Federal Credit UnionDiscoverAmerican Express
Real-world payoff

What changes when statements convert themselves

No case studies to make up, just the work SheetStatement takes off your plate.

01

Hours back every month

Stop retyping transactions line by line. Drop the PDF in and get a structured table to review instead.

02

Fewer reconciliation surprises

Running balances are recomputed against the statement, so a missed or duplicated row shows up before it reaches your books.

03

Clean books, faster close

Accounting-ready QBO, IIF and Xero files with consistent columns mean imports work the first time.

Accuracy first

A bank statement converter you can actually trust

Speed is easy. Correct numbers are what matter, so every conversion ends with a reconciliation against the balances printed on your statement.

  • Running balance recomputed row by row
  • Mismatches highlighted before export
  • Edit any cell directly in the review table
Explore all features →
Review · march-statement.pdf
Checking ••4821 · Mar 2026✓ Balances reconciled
DateDescriptionDebitCreditBalanceCategory
Mar 01Opening balance4,210.55
Mar 02ACME PAYROLL DIRECT DEP3,180.007,390.55Income
Mar 03CITY POWER & LIGHT142.187,248.37Utilities
Mar 05GREENLEAF MARKET #22186.407,161.97Groceries
Closing balance on statement 6,597.97Δ 0.00
No more retyping

Stop manual data entry for good

Export the same conversion to any format your workflow needs. Typed dates and amounts, consistent columns, and formula-safe CSVs.

ExcelCSVQuickBooksXeroExcelcredit card
Export
.xlsx
Excel workbook
.csv
Any spreadsheet
.qbo
QuickBooks Web Connect
.iif
QuickBooks Desktop
.xero
Xero bank CSV
.json
Developers
6 transactions · 1 accountDownload .xlsx
One platform

Everything between the PDF and your ledger

Reads any layout

No fixed templates. Digital PDFs are parsed from their text layer and scans or phone photos are read with an image model.

Reconciles automatically

Opening balance + credits − debits must equal the closing balance. Mismatched rows are highlighted for review.

Exports everywhere

XLSX, CSV, QBO, IIF, Xero CSV and JSON from one conversion, kept in your history to re-download anytime.

How it works

From document to data in 3 steps

  1. 1

    Upload PDF or scanned statements

    Drag in one statement or a whole year. PDFs, scans and phone photos are processed in parallel.

    Convert

    Drop PDFs or photos

    Up to 20 MB each

    • jan-statement.pdfDone
    • feb-statement.pdfDone
    • mar-scan.jpgReading…
  2. 2

    Review the extracted, balance-checked table

    Every row is balance-checked. Fix a date, description or category inline before anything leaves the app.

    Review · march-statement.pdf
    Checking ••4821 · Mar 2026✓ Balances reconciled
    DateDescriptionDebitCreditBalanceCategory
    Mar 01Opening balance4,210.55
    Mar 02ACME PAYROLL DIRECT DEP3,180.007,390.55Income
    Mar 03CITY POWER & LIGHT142.187,248.37Utilities
    Mar 05GREENLEAF MARKET #22186.407,161.97Groceries
    Closing balance on statement 6,597.97Δ 0.00
  3. 3

    Export to Excel, CSV, QuickBooks or Xero

    Pick XLSX, CSV, QBO, IIF, Xero CSV or JSON and import it straight into your tools.

    Export
    .xlsx
    Excel workbook
    .csv
    Any spreadsheet
    .qbo
    QuickBooks Web Connect
    .iif
    QuickBooks Desktop
    .xero
    Xero bank CSV
    .json
    Developers
    6 transactions · 1 accountDownload .xlsx
Use cases

Built for finance workflows

Bookkeepers

Catch up a client's year of statements in one batch upload.

Learn more →

Accountants

Prepare clean ledgers for review, audit and tax season.

Learn more →

Small businesses

Import bank activity into Xero or QuickBooks without manual entry.

Learn more →

Loan & mortgage prep

Summarize income and spending from months of statements.

Learn more →

Personal finance

Bring old statements into a budgeting spreadsheet.

Learn more →

Spot-check a statement

Use the free balance checker to verify running balances.

Learn more →
Integrations

Fits the tools you already use

Files that import cleanly into spreadsheets and accounting software, with step-by-step guides for each.

See integration guides
Sheet
Statement
Excel
Sheets
QuickBooks
Xero
CSV
JSON
Converters

Popular conversions

Convert Bank Statements to Excel (XLSX)

Turn PDF or scanned bank statements into formatted Excel workbooks with dates, debits, credits and running balances.

Bank Statement to CSV Converter

Convert bank statements to a clean, UTF-8 CSV with consistent columns that import into Google Sheets, budgeting apps and databases.

Bank Statement to QuickBooks (QBO & IIF)

Create QBO (Web Connect) files for QuickBooks Online and Desktop, or IIF files for QuickBooks Desktop, from PDF statements.

Bank Statement to Xero CSV

Generate Xero-ready CSV files with signed amounts, payee and reference columns from PDF bank statements.

PDF Bank Statement to Excel Converter

Generic PDF-to-Excel tools break statement tables apart. SheetStatement understands statements and outputs one transaction per row.

Credit Card Statement Converter

Convert Amex, Chase, Citi, Capital One and Discover card statements into spreadsheets and accounting imports.

Pricing

Simple plans that scale by page

Start free. Upgrade when you need full exports and accounting formats.

Free

$0/mo

10 pages / month

Starter

$9/mo

150 pages / month

Pro

$19/mo

500 pages / month

Business

$39/mo

1,500 pages / month

Compare plans
FAQ

Common questions

Which file types can I upload?+

Digital PDF statements, scanned PDFs and images (PNG, JPG, WebP) up to 20 MB each. You can drop several files at once.

How accurate is the conversion?+

Digital PDFs are typically extracted with very high accuracy. Every conversion runs a running-balance check against the balances printed on the statement and highlights any row that doesn't tie, so you can verify before exporting.

Which banks are supported?+

Any bank or card issuer. SheetStatement doesn't rely on fixed templates, so it works with large US banks, credit unions, UK and Canadian banks, and international statements.

What does the free plan include?+

10 pages per month. You can convert full statements and preview the first 10 transactions; upgrading unlocks every row and all export formats.

What counts as a page?+

Each page of an uploaded PDF counts as one page. An image upload counts as one page.

Is my financial data safe?+

Files travel over HTTPS, are stored in an access-controlled database, are never sold and are not used to train AI models. You can delete any statement at any time.

All FAQs →

Turn your next statement into a spreadsheet

10 pages a month on the free plan. No credit card.

Get started freeView pricing