Free
$0/mo
40 pages / month
For quick tests and occasional uploads with CSV/Excel export.
- • CSV + Excel export
- • Basic support
Now in Early Access
Bank Statement Converter for
P&L Reports and Financials
BankToBooks is a bank statement converter that lets you upload PDF, CSV, or OFX files, automatically categorize every transaction, and generate professional financial reports. Get a Profit & Loss statement, Balance Sheet, and Cash Flow report in minutes — not days.
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No signup required. Try up to 5 pages every 7 days.
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Select a PDF, CSV, XLSX, OFX, or QFX file and convert it instantly.
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Need more volume? Create a free account for higher monthly limits.
Everything you need to convert bank statements into financials
Stop wrestling with spreadsheets. BankToBooks handles the heavy lifting so you can focus on running your business.
📄
Upload Any Bank Statement
Drag and drop your bank statements in PDF, CSV, OFX, or QFX format. We parse statements from all major banks automatically — no manual formatting or template setup required.
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AI-Powered Categorization
Our AI engine automatically categorizes every transaction into the right accounting category — revenue, expenses, assets, liabilities, and more. It learns from your corrections and gets smarter over time.
📊
Instant Financial Reports
Generate a Profit & Loss statement, Balance Sheet, and Cash Flow report in seconds. Professional, accountant-ready reports produced automatically from your raw bank data.
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Multi-Bank Support
Consolidate statements from multiple bank accounts into a single unified view. Manage personal and business accounts, or handle multiple clients from one dashboard.
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Export Anywhere
Download your financial reports as PDF for your accountant, Excel for further analysis, or CSV for import into QuickBooks, Xero, or your bookkeeping software of choice.
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Bank-Grade Security
End-to-end AES-256 encryption for all uploads and data storage. Your financial data stays protected across upload, processing, and export.
Three steps to your financial reports
From raw bank data to investor-ready reports in minutes, not days. No accounting degree required.
1
Upload
Drop your bank statement files from any major bank. We support PDF statements, CSV exports, OFX, and QFX files. No manual formatting or template configuration required.
2
Review
Our AI engine automatically categorizes every transaction into the right accounting category. Review the suggestions and make adjustments if needed — most users accept over 90% of categorizations as-is.
3
Export
Download your Profit & Loss, Balance Sheet, and Cash Flow report in seconds. Export as PDF for your accountant, Excel for further analysis, or CSV for your bookkeeping software.
Reports your accountant will love
Clean, professional financial statements generated automatically from your bank data.
Profit & Loss
Revenue$124,500
Recurring Revenue$112,000
Non-Recurring Revenue$12,500
Expenses($78,200)
G&A - Labour($45,000)
S&M($18,000)
Other Expense (Income, i.e. grants)($15,200)
Net Income$46,300
Balance Sheet
Assets$215,800
Cash & Bank$89,300
Accounts Receivable$34,500
Equipment$92,000
Liabilities$85,500
Accounts Payable$22,500
Loan Payable$63,000
Equity$130,300
Built for Everyone Who Touches Financial Data
Whether you're managing your own books or handling them for clients, BankToBooks saves you hours every month.
🏪
Small Business Owners
Stop spending weekends reconciling bank statements. Upload your statements and see exactly where your money is going. Make informed decisions with real financial reports, not guesswork.
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Accountants & CPAs
Process client bank statements in minutes instead of hours. BankToBooks auto-categorizes transactions so you can focus on advisory work, not data entry.
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Bookkeepers
Eliminate the tedious work of manually categorizing hundreds of transactions. Our AI learns your categorization patterns and gets smarter over time.
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Freelancers & Contractors
Track your income and expenses effortlessly. Upload your bank statements at tax time and generate the reports your accountant needs in seconds.
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Auditors
Quickly convert bank statements into structured financial data for audit procedures. Export clean, categorized transaction data in the format you need.
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Custom Output Templates
Get your financial statements parsed exactly how you need them with flexible templates and export formats tailored to your workflow.
Works with Every Major Bank
BankToBooks processes statements from thousands of banks and financial institutions worldwide. Upload any PDF, CSV, or OFX bank statement and we'll handle the rest.
ChaseBank of AmericaWells FargoCitiCapital OneUS BankPNCTD BankHSBCBarclaysRBCScotiabankBMONational Bank+ thousands more
Trusted by Small Businesses & Accountants
See how BankToBooks helps professionals save time and get accurate financial reports.
★★★★★
“BankToBooks cut our monthly bookkeeping time in half. We upload the statements and the reports are ready in minutes.”
Sarah Chen
Owner, Bright Path Consulting
★★★★★
“I used to spend hours categorizing transactions in spreadsheets. Now I just review what the AI suggests and export. Game changer for tax season.”
Marcus Johnson
Freelance Web Developer
★★★★★
“My clients love getting clean financial reports faster. BankToBooks lets me focus on giving advice instead of wrestling with data.”
Rachel Kim
CPA, Kim & Associates
Your Financial Data, Fully Protected
We take data security seriously. Your bank statements and financial data are protected at every step.
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256-bit Encryption
Your bank statements are encrypted in transit and at rest using industry-standard AES-256 encryption.
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Data Privacy
We never sell your data. Your financial information is only used to generate your reports.
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Security-First Architecture
Built with enterprise-grade security practices from day one. Regular security audits and penetration testing.
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Role-Based Access
Workspace roles help ensure only authorized members can manage billing, admin actions, and sensitive financial workflows.
AES-256 EncryptionSecure ProcessingPrivacy-First Data HandlingRole-Based Access Controls
Simple plans that scale
Start free, then move to a monthly plan as your statement volume grows.
Solo
$25/mo
600 pages / month900 pages / month
For bookkeepers and freelancers who need predictable monthly volume.
- • Unlimited users
- • API access
Most Popular
Team
$49/mo
1,300 pages / month3,000 pages / month
For teams that need higher monthly capacity and collaborative processing at scale.
- • Everything in Solo
- • Higher monthly page capacity
Need Firm or Enterprise plans? View the full pricing breakdown and all feature details.
View Full PricingPrices and quotas are subject to change under our Terms of Service.
Frequently Asked Questions
Everything you need to know about converting bank statements into financial reports.
What is a bank statement converter?+
A bank statement converter is a tool that transforms your bank statements — typically in PDF, CSV, or OFX format — into structured financial data and reports. BankToBooks goes further by automatically categorizing every transaction and generating professional Profit & Loss, Balance Sheet, and Cash Flow reports.
What file formats does BankToBooks support?+
BankToBooks supports PDF bank statements, CSV exports, OFX (Open Financial Exchange), and QFX (Quicken Financial Exchange) files. Simply drag and drop your files and we handle the parsing automatically.
Which banks are supported?+
BankToBooks works with statements from virtually any bank or financial institution worldwide, including Chase, Bank of America, Wells Fargo, Citi, HSBC, Barclays, TD Bank, RBC, and thousands more. If your bank provides PDF or CSV statements, we can process them.
How does automatic transaction categorization work?+
Our AI engine analyzes each transaction description and amount to assign the correct accounting category — such as revenue, payroll, rent, or utilities. You can review and adjust any categorization, and the system learns from your corrections over time.
What financial reports can I generate?+
BankToBooks generates three core financial statements: Profit & Loss (income statement), Balance Sheet, and Cash Flow report. Reports can be exported as PDF for your accountant, Excel for further analysis, or CSV for import into bookkeeping software.