Choose a tool
Which file types are supported?
Use Bank CSV Cleanup for CSV, TSV or TXT, or the PDF converter for a statement with selectable text. Destination tools list their exact inputs.
Which tool should I use for a bank-account statement?
Start with the file type, then choose a destination-specific converter when you need a QuickBooks, Xero, Odoo, Zoho Books, Wave, FreshBooks or Sage CSV. Compare all tools.
PDF problems
What is the difference between a text-based and a scanned PDF?
A text-based PDF has selectable text. A scan or photo is an image without readable text and is not supported because the tools do not use optical character recognition.
How are password-protected PDFs handled?
The password unlocks the PDF inside the browser. It is not intentionally transmitted or logged.
Check the result
How does statement reconciliation work?
It compares detected transactions with available opening, closing or running balances. It can pass, fail or be unavailable when the source lacks enough figures.
What does Needs checking mean?
A row could not be resolved confidently. Its source data stays visible so you can compare it with the statement.
Fix a processing problem
My file is too large or will not process. What should I check?
Bank and accounting tools accept one file up to 10 MB on every plan. PDF Editor keeps its separate plan-specific file limits. PDF processing also has page-count and time limits. Use the original text-based statement rather than a scan.
Is my statement file uploaded anywhere?
No. Supported conversion workflows process the selected file and generate downloads locally in the browser.