AI Bank Statement

AI Bank Statement is a web-based tool that converts PDF bank statements into structured data files (Excel, CSV, JSON, Xero CSV, QuickBooks 3-column and 4-column CSV) with 95%+ accuracy in under 30 seconds.

What is AI Bank Statement?

AI Bank Statement is an automated converter that takes PDF bank statements as input and outputs ready-to-use financial data files. It runs entirely in the browser (no software installation) and is developed by an unnamed company. The tool extracts all transaction details—dates, amounts, descriptions, and balances—using AI that adapts to any bank format or language.

Key Features

• Lightning-fast AI processing — Converts multi-page statements in under 30 seconds, saving 20+ hours per week compared to manual data entry.
• 95%+ accuracy — AI extraction achieves industry-leading accuracy, continuously improving via machine learning.
• Multiple output formats — Supports Excel (.xlsx), CSV, JSON, Xero CSV, QuickBooks 3-column CSV, and QuickBooks 4-column CSV for direct import into accounting software.
• Bulk and batch processing — Upload up to 20+ PDFs simultaneously, configure each file individually (text-based or OCR, output format), and download all results as a single organized ZIP archive.
• Bank-grade security — Files are automatically and permanently deleted within minutes of processing; no data is stored or retained.

Who is it for?

• Accountants and bookkeepers — Automate client data entry and reconciliation, saving 10+ hours weekly.
• Tax preparers and CPAs — Rapidly extract transaction data from multiple bank statements for accurate tax filings.
• Loan officers and underwriters — Quickly verify applicant financial history from PDF statements.
• Small business owners and freelancers — Streamline expense tracking, cash flow analysis, and investor-ready financial reports.

What can you do with it?

• Month-end financial closing — Process dozens of statements in minutes instead of days using batch upload and bulk download.
• Tax preparation — Convert all bank statements for a client into clean, import-ready CSV files for tax software.
• Loan application processing — Extract proof-of-income and transaction history from PDFs to speed up underwriting.
• Financial audits — Structurally export audit documentation into Excel or JSON for analysis.

How does it work?

1. Upload — Drag-and-drop one or more PDF bank statements (any format, any language).
2. AI extraction — The AI reads every transaction, date, amount, and balance automatically, handling complex layouts and foreign currencies.
3. Download — Get clean, formatted files (Excel, CSV, JSON, QuickBooks, Xero CSV) ready for immediate use.

Pricing

AI Bank Statement uses a freemium model with three paid plans. The Starter plan is $12/month for 400 pages ($0.03/page). The Professional plan is $24/month for 1000 pages ($0.024/page) and includes priority support. Enterprise custom pricing is available for high-volume users processing 5000+ pages monthly, with volume discounts up to 50% off.

FAQ

Is my financial data secure?

Yes. All uploaded files are automatically and permanently deleted minutes after processing. Data is handled on enterprise-grade secure servers with bank-level encryption.

Which banks are supported?

The tool supports statements from virtually all major banks worldwide, including Chase, Bank of America, Wells Fargo, HSBC, and Barclays. It automatically adapts to different formats and languages.

What input formats are supported?

Currently only PDF bank statements are accepted. Scanned documents and images (JPG, PNG) are not supported yet, though the tool offers both text-based and OCR processing options for PDFs.

How does page-based pricing work?

Each page of a PDF statement counts as one page toward your monthly limit. For example, a 5-page statement uses 5 pages from your allowance.

Can I cancel anytime?

Yes, subscriptions can be canceled at any time with no penalties, and access continues until the end of the billing period.