Native PDFs or scans, bank or credit-card. Every conversion is balance-checked line by line, so the numbers you import are the numbers on the statement.
First 20 pages free. No card required.
Invites roll out in small batches — your 20 free pages start when your spot opens · No marketing list · Privacy
Every converted statement runs through a running-balance validator: starting balance, plus every transaction in order, must equal the ending balance printed on the statement.
If a line is misread, missing or duplicated, you get the exact row flagged for review — not a silently wrong spreadsheet you discover at reconciliation time. If it doesn't tie out, we say so.
Download a sample export (CSV) — fictional statement, real format.
Any US bank or credit-card statement — native PDF or scan, one file or a batch.
AI vision extracts every transaction from the PDF — dates, descriptions and amounts, including multi-column and carried layouts.
The balance roll-forward check verifies every row against the statement's own totals.
Clean CSV, Excel, QBO or OFX — ready for QuickBooks, Xero, underwriting or your workpapers.
Uploads travel over HTTPS/TLS only.
Statements are removed automatically after your export is generated.
We don't sell or share your data, and your documents are never used to train AI models.
Try it on a real statement.
For solo bookkeepers and small firms.
For practices with multi-client month-ends.
No card required for early access · Paid plans bill monthly, cancel anytime · Unused months refunded within 14 days — just email.
Files are encrypted in transit, processed, and deleted automatically within 24 hours of generating your export. We never use your documents to train models, and we never sell or share data. Details in our privacy policy.
Any US bank or credit-card statement in PDF form — native or scanned. The validator catches the layouts we misread, so you'll know immediately if a statement needs review rather than finding out later.
Yes — we generate standard .QBO (Web Connect) files for Desktop and Online, plus CSV formatted for QuickBooks' bank-import mapping.
We're onboarding in small batches to keep accuracy high. You'll get one invite email when your spot opens — with 20 free pages, no card, no commitment. We don't add you to a marketing list.
No. Early access collects no payment details at all. If you later choose a paid plan, it bills monthly, you can cancel anytime from your account, and unused months are refunded within 14 days by emailing support.
A small independent team in New York. Email support@statementport.com and a human replies — typically within two business days.