Finance Ops: Convert Bank Statement PDFs the Right Way
Transform bank statements into normalized, analysis-ready data for finance operations, FP&A, and business intelligence. Built specifically for controllers, FP&A teams, and finance operations.
The Problem & Who This Is For
Common Pain Points
- ⚠️Manual data extraction from multiple bank accounts
- ⚠️Inconsistent data formats across different banks
- ⚠️Time-consuming month-end close process
- ⚠️Difficulty in creating unified financial reports
- ⚠️Lack of real-time financial data visibility
Key Outcomes
- ✓Automate month-end close by 70%
- ✓Unified data across all bank accounts
- ✓Real-time financial reporting
- ✓Automated cash flow analysis
- ✓Reduced manual data entry
Why BankStatement Savvy is the Best Bank Statement Converter for Controllers
Our AI-powered bank statement converter combines accuracy, security, and integration to solve the most common problems in controllers workflows.
99%+ Accuracy
Running balance validation, locale-aware formatting, and AI-powered error detection ensure your bank statement data is accurate and ready for import.
Lightning Fast
Convert bank statement PDFs to CSV in seconds, not hours. Our optimized parser handles complex layouts and fixes common issues automatically.
QBO/Xero Ready
One-click import to QuickBooks Online and Xero. No manual formatting, column mapping, or import errors.
How the Workflow Works
Our simple 3-step process transforms your bank statements into clean, import-ready data in minutes, not hours.
Step 1: Upload Bank Statements
Upload PDF bank statements from any US bank. We support both digital PDFs and scanned documents with OCR fallback.
Step 2: Review Normalized Data
Review the extracted and normalized transaction data. We automatically categorize transactions and calculate key financial metrics.
Step 3: Export for Analysis
Export to CSV/XLSX/JSON for analysis in your BI tools. Data is formatted for easy integration with Excel, Google Sheets, and business intelligence platforms.
What We Extract (and Fix Automatically)
Transaction Date
Description/Payee
Amount (Signed)
Running Balance
Transaction Category
Reference Number
Statement Period
Account Type
Presets & Integrations
Excel/Google Sheets
Excel format with formulas for financial analysis
Headers:
Business Intelligence
JSON format for BI platform integration
Headers:
API Integration
CSV format for automated data pipelines
Headers:
Supported Banks & Formats for Controllers
Our bank statement converter supports 200+ US banks and exports to all major accounting software formats. No more compatibility issues or manual formatting.
Supported Banks
Including regional banks, credit unions, and online banks. If your bank isn't supported, we can add it within 3-5 business days.
Export Formats
Excel (XLSX)
Perfect for analysis and reporting
CSV
Universal format for data import
QuickBooks Online
QBO-ready CSV with proper headers
Xero
Xero-compatible CSV format
JSON
Structured data for APIs and developers
Markdown
Human-readable format for documentation
Sage Intacct
Enterprise accounting format
Frequently Asked Questions
Get answers to common questions about our bank statement conversion service.
How accurate is the bank statement conversion for finance ops?
Can I process multiple bank accounts for consolidated reporting?
Do you support all major US banks?
Can I integrate with my existing BI tools?
Is the data suitable for audit and compliance?
How do you handle sensitive financial data?
Security & Compliance
Hosted in the US. TLS in transit, AES-256 at rest. Default delete-after-processing. GDPR/CCPA honored.
Ready to Get Started?
Join thousands of professionals who trust BankStatement Savvy for their bank statement conversion needs.