Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
Quote to cash workflow for small businesses
Stage
Not given
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Founded
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Based in
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Pricing model
Freemium
Free trial
Pricing
Free: 1 statement per month (up to 10 pages). Single Statement: $5 USD one time (1 statement). Five Statements: $9 USD one time (5 statements). Starter: $19.99 USD per month (100 pages per month). Pro: $29.99 USD per month (200 pages per month). All paid plans include all five formats and balance ch
Free 14-day trial available. Paid subscriptions offered as recurring subscriptions with pricing shown at checkout.
Key features
Converts PDF bank statements to CSV, XLSX, QIF, OFX and QBO formats
Balance checking that compares opening balance plus transactions against closing balance printed on statement
Reports unread content and document blocks that could not be extracted
Splits multi-account statements into one table per account
Handles scanned statements and image-only PDFs with OCR
Destination-specific formatting for QuickBooks Online and Xero
Free preview showing first 10 rows and balance check before payment
Password-protected PDF support
Handles up to 12 statements at once, up to 25 MB and 40 pages each
Money-back guarantee if balance does not reconcile or document blocks are missed
Create professional quotes with line items, pricing, tax, discounts, deposits, and expiration dates
Track when customers view quotes
Convert approved quotes to invoices
Automate payment reminders
Track outstanding and overdue invoices
QuickBooks sync for invoice and payment status
Quote-to-cash workflow view
Mobile access for quote creation and management
What makes it different
Shows arithmetic on every file before and after conversion with balance reconciliation
No per-bank templates required; reads the document rather than matching against pre-built layouts
Names what it missed, showing unread document sections by page
Formats output specifically for destination software like QuickBooks or Xero, not just generic formats
Full preview and balance check visible free before any payment required
Focused tool that works alongside existing accounting software instead of replacing it
Automates the uncomfortable follow-up work that small businesses lose time on
Simple quote-to-cash path without requiring accounting migration
Free trial with sample data to try before using real business data
GetBankCSV
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