Exact Statement
Convert bank statement PDFs to CSV and Excel files
Exact Statement converts bank and credit card statement PDFs into clean, structured CSV and Excel files ready for import into QuickBooks Online and Xero. Upload files from any bank, review extracted transactions, and export in minutes. It is built for speed, accuracy, and security with encrypted transfer, manual file deletion, and automatic data deletion after 24 hours.
Features
- Convert PDF statements to CSV or Excel (XLSX)
- Batch upload support for multiple PDFs
- Supports large files (up to 100 MB and 1,000 pages per file)
- Automatic transaction extraction and normalization
- QuickBooks Online (3-column/4-column) and Xero-ready column mapping
- Preview and review data before export
- Secure handling with TLS/SSL encryption
- Data retention controls: delete anytime or auto-delete in 24 hours
- Credit-based processing with automatic refunds for failed conversions
Use Cases
- Bookkeepers: Import monthly bank transactions into QuickBooks or Xero faster
- Accountants: Standardize client statements into audit-friendly formats
- Small business owners: Turn PDF statements into Excel for reporting and cash-flow tracking
- Tax preparers: Process high volumes of statements during tax season
- Finance teams: Batch-convert multi-account statements into consistent, import-ready files
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Comments
I built Exact Statement after seeing how much time people lose retyping transactions from PDF bank statements into QuickBooks, Xero, or spreadsheets. The goal was simple: upload a statement, get a clean and import-ready CSV/Excel, and keep full control of your data (including auto-delete). Most of the work went into edge cases like inconsistent layouts, multi-page tables, and messy transaction formats. If you try it, I’d really value your feedback on accuracy, export formats, and anything that slows you down in your workflow.
This solves a real pain point for bookkeepers and accountants. Manually re-entering bank statement data into accounting software is tedious and error-prone. The 24-hour auto-delete and encrypted transfer are solid security choices for handling sensitive financial data. The batch upload for multiple PDFs is a nice touch too — during tax season that could be a massive time saver. Does it handle statements from international banks with different formatting conventions?
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Comments
I built Exact Statement after seeing how much time people lose retyping transactions from PDF bank statements into QuickBooks, Xero, or spreadsheets. The goal was simple: upload a statement, get a clean and import-ready CSV/Excel, and keep full control of your data (including auto-delete). Most of the work went into edge cases like inconsistent layouts, multi-page tables, and messy transaction formats. If you try it, I’d really value your feedback on accuracy, export formats, and anything that slows you down in your workflow.
This solves a real pain point for bookkeepers and accountants. Manually re-entering bank statement data into accounting software is tedious and error-prone. The 24-hour auto-delete and encrypted transfer are solid security choices for handling sensitive financial data. The batch upload for multiple PDFs is a nice touch too — during tax season that could be a massive time saver. Does it handle statements from international banks with different formatting conventions?
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