Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
Startup
Not given
Founded
2026
Not given
Based in
AT
Not given
Pricing model
Paid
Freemium
Pricing
Solo: US$12/month or US$120/year (US$10/month with 2 months free yearly); Bookkeeper: US$39/month or US$390/year (US$32.50/month with 2 months free yearly); Practice: US$99/month or US$990/year (US$82.50/month with 2 months free yearly). 14 days free trial on every plan, no card required.
Free: one statement at a time with all converters, balance check, editing and reconciliation report. Pro: $19 a month or $149 a year for batch conversion of up to a year of statements at once.
Key features
Send Profit and Loss, Balance Sheet, Trial Balance, Executive Summary and other financial statements
Combine reports into PDF, Excel workbook, or individual CSV files
Schedule reports to send weekly, every two weeks, monthly or quarterly
Send to up to 20 recipients per schedule
Add comparison columns for previous periods
Filter reports by tracking category such as region or department
Custom cover page with company logo and colours
Encrypted storage of Xero access tokens
Send test reports before saving schedules
Automatic balance verification to the cent
Support for multiple bank statement formats
Batch conversion for up to a year of statements
Process files in browser without uploading
What makes it different
Automates what Xero cannot yet do itself—Xero has no built-in scheduled report emailing feature
Fresh figures pulled from Xero at send time, not from saved exports
Recipients need no Xero login or Reportpost account to open reports
Copy schedules between clients to save setup time
Financial data not stored—reports generated at send time only
No bank templates required; automatically detects transaction tables
Complete privacy: all processing happens in your browser
Verifies every transaction adds up to printed balances
Free tier includes all converters and balance checking
Handles unusual date formats and wrapped descriptions
Reportpost
BankToRows