Finance
Workflow Automation
Invoice Automation Kit
Turn incoming orders and bills into ready-to-send invoices automatically, with clean records every time.
$144
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Bank Statement Converter
Turn PDF bank statements into clean, categorised spreadsheets ready for your books — no retyping.
- Hours of month-end retyping removed
- Fewer reconciliation errors
- Statements ready for your accounting software
$95.99
Shown in your local currencySetup help included. Secure by design.
Overview
Retyping bank statements into spreadsheets is slow and easy to get wrong. The Bank Statement Converter turns PDF statements into clean, structured files and checks the totals against the statement, so your books start from accurate numbers.
What changes for your team
- Hours of month-end retyping removed
- Fewer reconciliation errors
- Statements ready for your accounting software
You own the source files
After purchase you receive the complete source files, ready to run, customize, or resell.
Features
- Reads PDF statements from your banks
- Exports clean Excel or CSV files
- Checks totals against opening and closing balances
- Optional categories for common transactions
- Handles many statements in one go
Benefits
- Hours of month-end retyping removed
- Fewer reconciliation errors
- Statements ready for your accounting software
Who it's for
- Accountants and bookkeepers
- Finance teams
- Small business owners
Use cases
- Month-end bookkeeping
- Accountants handling many clients
- Loan and audit paperwork
Requirements
- Sample statements from your banks
Supported platforms
- Excel
- Google Sheets
- Tally
- QuickBooks
- Zoho Books
- Xero
Setup in 3 steps
- 1Share sample statements from the banks you use
- 2We configure and test the conversion on your formats
- 3You receive the source files and start converting
Product FAQ
Do I get the actual files?
Yes. You receive the complete source files for this automation. You can use them, adapt them to your needs, or resell them — they're yours.
Which banks does it support?
We configure it for the banks you actually use during setup and test it on your own sample statements before handing it over.
Is my financial data shared with anyone?
The setup runs in your environment and processes only the statements you give it. We agree how and where your files are stored before we start.
Are there any running costs?
The product itself is a one-time purchase. If your setup uses a paid third-party service (for example a messaging or AI service), we explain it and estimate the monthly cost in your fixed-price proposal before you buy.
How long does setup take?
Most setups are configured, tested and live within 3 to 7 business days, depending on your data and the tools you already use.
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