Catch-up bookkeeping from PDF statements

Any tool that imports a bank CSV with date, description and amount columns, including QuickBooks Online, Xero, Sage, FreeAgent, Wave and Zoho Books. Map the columns once in the import screen.

Download the QBO or OFX file: every transaction has a stable id, so QuickBooks and most tools skip the ones already imported. With CSV, set Dates from … to to export only the period the feed is missing. Overlapping statements dropped together are de-duplicated automatically.

Yes. There is no sign-up, no page limit and no daily limit: convert as many statements as you need. Your own browser does most of the work, so a conversion costs us almost nothing.

Usually not. Your browser opens and reads the statement on your device, and for most statements nothing is sent to us except anonymous counts such as "a 3-page statement was converted".

A statement goes to our server only when your browser cannot read it — for example a scan or a photo — and it is deleted after reading. If even our server cannot read it, we keep it encrypted for up to 14 days to add support for your bank, then delete it. Details in our privacy policy.

Any bank whose statement is a normal PDF with selectable text. The reader finds the date, description and amount columns on its own. Layouts from Chase, Bank of America, Barclays, Lloyds, CIH Bank and Attijariwafa bank are tested on real statements, and the generic reader handles many others in English, French, Spanish, Portuguese, German, Dutch and Italian.

Most statements print a running balance. StatementEasy checks every row: the previous balance plus money in minus money out must equal the balance printed on that row. You see a green "Balances match" when everything adds up, or the exact rows to look at when it does not.

Statements without a running balance are checked on totals: opening balance + money in − money out = closing balance.

A scanned or photographed statement is read with text recognition (OCR). You can read it on our server, which gives the best result, or on your device. Clear, straight scans work best, and the balance check shows how well it went.

Yes. Drop several PDFs together. Each gets its own tab, and "All files combined" gives one sheet with a File column, for example a full year of monthly statements.

Pick Excel if you will work in the spreadsheet: dates and amounts are real values, so sorting, filtering and formulas work right away, and a Monthly sheet totals each month. For accounting software, More formats has QuickBooks (.qbo), Xero CSV, a QuickBooks Online CSV, OFX and QIF. Plain CSV works with Sage and almost everything else.

Click any cell to correct it, remove rows you do not want, or open "Columns look wrong? Fix them" to tell the reader which column is which. If a layout keeps failing, tell us the bank and we will add it.