The Most Trusted Bank Statement Converter. Leader in Accuracy, Speed, and Compatibility.

Automatically convert any PDF bank, credit card, or brokerage statements to Excel, CSV, or QBO without any manual input. DocuClipper supports PDF statements from all banks worldwide.

No credit card required.
99.6% accuracy rate
Support for all banks
Smart transaction categorization
End-to-end encryption
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Trusted by 10,000+ Businesses Around the World

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Intuit
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Extract All Data from Your Bank & Credit Card Statements

DocuClipper extracts all important information from your bank statements, whether you’re converting one or hundreds of statements.

convert bank statements to excel csv or qbo

Account Number

DocuClipper automatically extracts the account number from any bank statement.

Statement Period

DocuClipper automatically extracts statement periods.

  • Beginning Date
  • End Date

Statement Period

DocuClipper automatically extracts data from the opening and closing balance to reconcile bank statements, ensuring accurate conversion or identifying fraud.

  • Beginning Balance
  • Ending Balance

Transaction Details

DocuClipper automatically extracts all transaction details from bank statements:

  • Transaction Date
  • Posting Date
  • Description
  • Transaction Type
  • Amount
  • Reference Number
  • Credit/Debit Type

Transaction Summary

DocuClipper automatically counts the total number of transactions, credits, and debits, and provides totals for each.

  • Total number of transactions
  • Number of credits and its amounts
  • Number of debits and its amounts

Discover Why DocuClipper is the Leading Bank Statement Converter

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99.6% Accuracy

Our software accurately extract data from all bank statements.

Instant Conversions

Extract data from bank statements at once in seconds to finish your work faster.

Fully Automatic

Fully automated OCR data extraction, just drag-and-drop, easy to use

Expert Support

Receive excellent customer service to ensure we don't slow you down

#1 OCR Software

Rated as the #1 OCR software for bank statements, with unmatched accuracy and ease of use.

Specialized Algorithms

Specialized algorithms for different bank statements to ensure highest accuracy & speed.

Extract Data From Your Bank & Credit Card Statements In 3 Simple Steps

Import Your Bank Statements

DocuClipper offers a wide range of options for importing bank statements for data extraction:

drag and drop

Drag and Drop Statements

Upload the bank statements via DocuClipper interface.

email forwarding

Forward Statements via Email

Forward your statements to DocuClipper's inbox to begin data extraction.

API

Automate via API

Import your statements via API for automated solution.

upload bank statements to bank statement converter

Accurate and Automated Processing

DocuClipper’s OCR technology extracts and reconciles data from bank, credit, and brokerage statements automatically. It verifies transaction accuracy, ensuring that balances align, so you save time and avoid errors—all within seconds.

docuclipper automatic bank statement data extraction

Download or Export

DocuClipper offers various options for accessing your data. You can download the data into Excel, CSV, or QBO formats. Alternatively, connect DocuClipper with QuickBooks, Xero, or Sage to automatically push the data into your account. You can also use our API to seamlessly import the data into any ERP or accounting software.

export pdf bank statement to csv, excel, qbo, quicken, sage, xero, netsuite

Our Smart Bank Statement Converter Automatically Extracts Data from PDF, or Scanned Bank Statement with the Highest Accuracy

Universal Bank Statement Converter

DocuClipper’s bank statement converter algorithm seamlessly adapts to every statement type, resulting in accurate bank statement data extraction regardless of the bank.

accurate bank statement converter

Highest Data Capture Accuracy for Bank Statements

DocuClipper is the leader in bank statement conversion, averaging 99.6% accuracy. Trained on over 1,000,000+ statements from banks worldwide, our bank statement converter sets the industry standard.

Reconcile Bank Statements for Accuracy

DocuClipper’s bank statement reconciliation feature automates the process of verifying the accuracy of the conversion and of your financial records by comparing them with your bank statements.

Bank Statement Reconciliation Feature
bank statement converter batch processing

Batch Processing of Bank Statements

DocuClipper can convert hundreds of bank and credit card statements at once in seconds. Our infrastructure automatically scales based on your demand without any additional cost, ensuring no delays in your work!

Import Your Data Anywhere You Need It To

DocuClipper seamlessly integrates with QuickBooks, Xero, and Sage for automatic data import. You can also import the data into Excel, CSV, QBO, QIF, and JSON to use it wherever you need. Our easy-to-use API allows you to integrate DocuClipper capabilities with any ERP or accounting software.

DocuClipper integrations
DocuClipper Security

We Ensure Your Data Is Safe

DocuClipper delivers top-tier security, featuring SOC 2 compliance, Amazon’s robust servers, and AES 256-bit SSL encryption, ensuring your data remains protected.

See Why Finance Professionals Love DocuClipper

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DocuClipper Cleanly Extracted the Data

It is an intelligent product that eliminates ugly Adobe "Save as" output woes. It was easy to use and offered a number of surprisingly well-thought-out features.

Charles J. DocuClipper Customer Testimonial
Charles J. Small Business Owner

DocuClipper saved us a lot of time

DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.

Read Customer Story

kristin-sikich
Kristin M. Staff Accountant, Sikich

Excellent customer support and great software

My team has reported back to me that you have been supporting them really well and that they are really happy with the software.

Sally Hawksford DocuClipper Customer
Sally-Ann T. Head of Accounting & Tax, Hawksford

DocuClipper simplifies importing bank statements

Importing the bank statement from any bank and receiving an excel file in seconds.

Stacey G DocuClipper Reviews
Stacey G. CEO

It works Amazingly

I HIGHLY recommend using this service. I tried different solutions. It was the only one that really worked.

Amin S DocuClipper Reviews
Amin S. Co-Founder

Saves a lot of time

Easy-to-use, offers custom bank templates, continuous improvement, helpful support, self-checking reconciliation, and fair pricing.

DocuClipper Review Nikolay A
Nikolay A. Accountant

Essential for bookkeping business

Efficiently converts PDF bank statements into CSV files for convenient financial management.

Justin B DocuClipper Review
Justin B. Small Business Owner

Very easy to use and very reliable

It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast. Captured ALL data vs competitor.

Jeanette A DocuClipper Reviews
Jeanette A. Manager

Great value service

I HIGHLY recommend using this service. It has saved me days of work over the last few months and is reasonably priced.

Daniel P DocuClipper Reviews
Daniel P. Associate Accountancy

Super useful tool for batch data entry

The batch data extraction feature is great to process a bunch of forms and get the data automatically on Google Sheets for you to use.

Joan G DocuClipper Reviews
Joan G Engineer

Huge time saver for dealing with PDF data

Quickly extracts transaction data from PDFs, supports international banks, and offers a reconciliation feature for fact-checking.

Bryce Y DocuClipper Reviews
Bryce Y Consultant

Conquering Challenging Absa Bank Statement Conversion

Successfully converts difficult Absa bank statement PDFs, outperforming other conversion software options.

Frans M DocuClipper Reviews
Frans M. Senior Consultant

DocuClipper is a lifesaver

Saves time during tax season, quickly converting bank statements to usable format, reduces human error, and offers flexible pricing.

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Julia J. Accountant

Easy to use

User-friendly interface, easily converts bank statements for accounting software imports, and delivers satisfying results.

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Wayne M. Small Business Owner

Best for bank statement conversions

DocuClipper offers a user-friendly interface and requires no additional editing for seamless conversions.

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Amelia V.

Bank statements convered in seconds

Better than the competition. Definitely better. So easy to use. Would like to promote Docuclipper on my business social media.

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Cherine M. Business Accountant

DocuClipper Supports Various Finance Software Formats

Provides multiple download format options, compatible with popular finance management software and services.

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Braxton B. Finance

Smartest software out there

Amazing software. We do a lot of pdf to excel conversions as an accounting firm, and Docuclipper is the most accurate and intelligent of any other service we have tried.

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Ankur V. Accountant

Process bank statements faster and more accurately than ever before.

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Try for Free

Get a 14-day free trial and try the best bank statement converter for accuracy, speed, and compatibility.

FAQs about Bank Statement Converter & Data Extraction

What makes DocuClipper the best bank statement converter?

DocuClipper stands out as the best bank statement converter due to its highest accuracy, fastest processing, compatibility with all bank and credit card statements, affordability, and top-notch security.

A bank statement converter transforms PDF bank statements into digital formats like Excel or CSV, streamlining financial management, reducing human error, and enabling seamless integration with accounting software for improved data analysis and organization.

DocuClipper is the best PDF converter for bank statements, offering accurate data extraction, fast processing, and compatibility with all banks. It’s trusted by professionals and integrates seamlessly with accounting software.

Free bank statement converters often lack security, risking sensitive information. They typically offer poor accuracy, slow processing, bad formatting, limited features, no support, and may not integrate with essential accounting software, making them unsuitable for businesses.

Yes, you can convert your bank statement to Excel with DocuClipper. It automates data extraction, ensuring a quick and accurate conversion from PDF to Excel format

Yes, you can convert a PDF bank statement to CSV using DocuClipper. It automates data extraction, providing accurate and fast conversions from PDF to CSV format, ideal for financial analysis.

To turn a bank statement into a CSV, upload your PDF to DocuClipper, which automatically extracts and converts the data. Download the converted CSV file with just a few clicks.

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See for yourself how DocuClipper can convert your bank statements in seconds without any manual input. Learn how it will save time, increase accuracy, and help provide a superior service for your customers or clients.