Utilly
Utilly
Bank & card statement PDFs to QuickBooks, Xero & Excel
Convert bank and credit card statement PDFs, or CSV/Excel/OFX files, to QBO, IIF, QIF, CSV or Excel. Every PDF is checked against the statement balance. Utilly turns PDF bank statements (Chase, Bank of America, Wells Fargo, Capital One, Mercury) and credit card statements (Amex, Chase, Capital One, Citi) into CSV, Excel, QuickBooks (.QBO Web Connect and .IIF for Desktop), Quicken .QIF and Xero files. Each conversion is reconciled against the statement's opening and closing balance, so you know no transaction was dropped. Built for bookkeepers doing catch-up work and QuickBooks Desktop users whose bank feeds stopped.
Features
- Bank and credit card statement PDFs to CSV, Excel, QBO, IIF, QIF and Xero
- Every conversion reconciled against the statement opening and closing balance
- Free CSV/Excel/OFX to QBO/IIF/QIF converter for files up to 100 rows
- Files processed in memory and deleted within an hour
- Free preview, $9 one-time for 5 statements, or $19/month unlimited
Use Cases
- Bookkeepers doing catch-up work
- QuickBooks Desktop users whose bank feeds stopped
- Importing credit card statements into Xero or Excel
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