DocumentIQ

Bank statement converter

Convert any bank statement PDF to Excel, CSV, QuickBooks or Xero

Works with statements from any bank, in any layout — Barclays, HSBC, Chase, Monzo, Revolut and hundreds more. Scanned or digital.

Tap to choose your statement

PDF from any bank, or photos of each page · or choose files

See an example result

How we know every number is right

Your statement already contains the answer. It prints the balance you started with and the balance you ended with. After reading every transaction, we do the sum.

Opening balance
£2,813.98
+Money in
£11,964.52
−Money out
£6,176.26
=Closing balance ✓
£8,602.24

From our example statement: 78 transactions, landing exactly on the closing balance printed by the bank — to the penny.

  1. 1Every row, every balance

    Most statements also print a running balance on each line. We check every one of those too, so an error can’t hide between two mistakes that cancel out.

  2. 2One slip breaks the sum

    A missed transaction, a doubled one, a misread digit or a debit read as a credit all make the total come out wrong — so we know, and so do you.

  3. 3If it doesn’t add up

    We re-read the pages where it went wrong. If it still doesn’t reconcile, we show you where, and you choose: keep the files, or a full refund. No choice within 24 hours means a refund.

What it proves: every amount and its direction is right, and nothing is missing or duplicated. What it can’t: the wording of descriptions isn’t part of the sum — they’re copied from the page and shown to you before you download. If your statement doesn’t print its balances, we can’t check it, so you get the same choice.

How it works

  1. Upload the PDF, or photos of each page. We count the pages and quote a price — $4.99 for up to 10 pages.
  2. Pay with Apple Pay, Google Pay or card.
  3. We read every page and add up every transaction against the balances your bank printed.
  4. If everything reconciles, your files are ready. If not, we show you where it goes wrong and you choose: keep the files, or a full refund.

What you get

A formatted Excel workbook with real numeric cells, dates, an autofilter and a verification sheet showing the reconciliation — plus CSV, and import-ready files for QuickBooks (.qbo), Xero, Sage and FreeAgent (.ofx) and Quicken (.qfx). One payment covers every format.