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Bank statements to spreadsheets, line by line accuracy

A bank statement converter that checks its own work. Drop a PDF statement and get Excel, CSV or a QuickBooks file in seconds, with every row matched to the balance your bank printed.

  • Free for your first statement each day
  • No account needed
  • Files deleted after 60 minutes
Opening balance2,450.75
Jan 2Payroll Acme Corp3,120.005,570.75
Jan 3Amazon Mktp US-45.205,525.55
Jan 5Shell Oil 5741-61.345,464.21
Jan 6Comcast Cable-89.995,374.22
Jan 8Zelle from J Smith250.005,624.22
Jan 9Whole Foods Mkt-132.485,491.74
Each row is ticked only when it adds up to the balance printed on the statement.

From PDF to a checked spreadsheet in three steps

  1. Drop the PDF

    The one you downloaded from online banking. Most US, UK, Canadian, Australian and New Zealand banks work, multi-page statements included.

  2. Every row gets checked

    We add each transaction to the opening balance and compare it with the balance your bank printed. Rows that agree get a tick; the rest are flagged.

  3. Download and import

    Pick the format your tool reads. You don't need to clean columns or fix dates.

Formats

Already have a CSV, QBO or OFX file? Convert it without uploading.

The file converters run in your browser, so the file never leaves your computer. Free for 10 files a day.

All file converters

What happens to your statement

Deleted after 60 minutes
Your PDF and the converted files are deleted automatically one hour after upload. A countdown on the result shows exactly when.
Never used for training
Statements are processed only to produce your file. We don't keep them, sell them or train models on them.
Encrypted in transit and at rest
Uploads travel over TLS and are stored encrypted until they're deleted.
No bank login, ever
We only read the PDF you choose. We never ask for your online banking credentials.

Read the full data handling policy

Pay per statement, not per page.

Free

Trying it out, or the odd statement

$0

 

1 statement a day

  • Every format
  • Every row checked
  • No account needed
  • 10 file conversions a day (CSV, QBO, OFX, QIF, IIF)
Convert a statement

Pay as you go

Occasional use

$4per statement

 

Or 10 statements for $25

  • No subscription
  • Credits never expire
  • Every format
  • 10 file conversions a day
Buy statements

Solo

Freelancers and small businesses

$19/month

or $190/year, two months free

40 statements a month

  • Unlimited file conversions
  • Upload many files at once
  • Merge months into one ledger
  • Conversion history for 30 days
Start Solo

Practice

Bookkeepers and accounting firms

$49/month

or $490/year, two months free

200 statements a month

  • Everything in Solo
  • Client folders
  • Priority help with tricky statements
  • API access
Start Practice
  • File converters (CSV, Excel, QBO, QFX, OFX, QIF, IIF, PDF) run in your browser on every plan, including free. Those files are never uploaded.
  • Statements we can't read, or that don't reconcile, are refunded to your allowance automatically. You don't have to ask.
  • Monthly means monthly. Cancel in two clicks from your account; no call, no email, no 12-month lock-in.
  • Annual plans get an email reminder 7 days before they renew, and you can remove your card at any time.
  • One PDF counts as one statement (up to 50 pages). Cover pages and blank pages never count.
  • Scanned statements are detected before you pay, so you're never charged for a file we can't read.

Questions

Which banks work?

Any bank whose statement is a text PDF (the kind you download from online banking) in the US, UK, Canada, Australia or New Zealand. If a layout doesn't convert cleanly, send it to us; we add support and it won't count against your allowance.

What does "checked against the printed balance" mean?

Most statements print a running balance. We start from the opening balance, add each transaction, and confirm we land on the balance the bank printed. When every row agrees, nothing was missed, duplicated or misread. Rows that don't agree are flagged so you know exactly where to look.

What about statements without a running balance?

We check the total against the opening and closing balances instead, and tell you which kind of check was done.

Can I convert scanned or photographed statements?

Not yet. Scanned statement support is coming soon. Meanwhile, send us the file and we'll convert it for you.

I already have a CSV, QBO or OFX file. Can I convert that?

Yes. The file converters turn CSV, Excel, QBO, QFX, OFX, QIF and IIF files into any of the others, in your browser, so nothing is uploaded. Free for 10 files a day.

Do I need an account?

No. Your first statement each day is free without one. You only create an account (email only, no password) if you subscribe.

Is my data safe?

Files are encrypted, deleted 60 minutes after upload, never shared and never used to train models. We never ask for your bank login.

Will the QBO file import into QuickBooks Online?

Yes. In QuickBooks Online go to Bank transactions, open the Link account dropdown, select Upload from file and choose the .qbo file. In QuickBooks Desktop use File, then Utilities, then Import, then Web Connect Files.

Can I cancel anytime?

Yes, from your account page in two clicks. Monthly plans are billed month to month, with no 12-month commitment hidden behind a monthly price. You keep access until the end of the period you paid for.

What happens if a conversion fails?

It's refunded to your allowance automatically. If you'd still like the file, send the statement to help@unclip.online and a person will convert it.

QuickBooks Desktop shows error OL-222. What now?

OL-222 means QuickBooks Desktop couldn't read the file, most often because of a special character such as an ampersand. Our files escape these characters. If you still see an error, write to us and we'll sort it out with you.