Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
Simple bookkeeping and tax estimates for UK sole traders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
GB
Pricing model
Freemium
Freemium
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 everyday bookkeeping. Quarterly report: £6.99 per export. Annual report: £9.99 per export.
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
Income and expense tracking without bank connection
Receipt photo storage and attachment to expenses
Self Assessment and Making Tax Digital report exports
Income Tax and National Insurance estimates
Transaction history and record review
Receipt scanning with automatic field extraction
Expense categorization
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
No monthly subscription - pay only when exporting reports
Built for sole traders with no accounting experience required
No bank connection required to use the app
Stress-tested tax calculations for accuracy
Can be used alongside an accountant to reduce their time and costs
GetBankCSV
TaxSnapper