For bookkeepers and accounting firms
Drop in a bank statement CSV and get back .qbo, .qfx, .ofx or .iif. The closing balance is checked against the rows before you download, not after you have imported.
No sign-up needed. Files never leave your browser.
Dates, descriptions and amounts come across as printed, to the cent. Signs are the exception where a file states them somewhere else, and the screen says so. Letterhead above the real header and totals rows below it are skipped, and counted so you can check the number.
When it can’t tell, it asks. A layout it doesn’t recognise opens the column picker instead of guessing. Point out the date, the amount and the description, and the row count updates as you go.
Every row is added up against the statement’s own closing balance before you download. When the totals don’t meet you get the exact size of the gap, every row that did read, and the converted file anyway.
A real OFX document, not a CSV renamed. It carries the statement period, a ledger balance and a distinct id on every transaction. Pick a different export and the same reading is rewritten, so you never convert twice.
Most tools hand you a file and let you find out in your ledger. Every conversion here is reconciled against the closing figure first. That figure is read from your statement’s balance column, or typed in from the page when there isn’t one.
When the totals don’t meet you get the exact size of the gap, every row that did read, and the converted file anyway.
A sample statement. Hover or tap a bar to see its row. The check is the same one every conversion runs.
A bank statement CSV in, any of these out. Convert once and switch between them without re-reading the file.
What happens to a file depends on what kind of file it is. Both answers are short.
Conversion runs in your browser, in JavaScript on this page. There is no upload step to decline, because there is no upload. Open your browser’s network tab and convert. You will see no request carrying your data.
Once this page has loaded, conversion runs with no connection at all. Useful on a client site with locked-down wifi.
Reading a PDF needs a server. The PDF is held in memory while it is read, then dropped when the request ends. It is never written to disk and never stored. There is no copy to delete, lose or be compelled to produce.
PDF is the only format that leaves. When a bank offers a CSV beside the PDF, that is the better file to bring.
Everything that runs in your browser is free, with no account and no limit. Statement PDFs are billed by the page, because a twelve-page statement costs twelve times as much to read as a one-page one.
| Plan | Monthly fee | Statement PDF pages | For |
|---|---|---|---|
| Free | $0 | A few an hour | Everything that runs in your browser, with no account and no limit. |
| Solo | $29 a month | 400 a month | For one bookkeeper, or one business with a stack of statements. |
| Firm | $79 a month | 1,500 a month | For a practice running client books at month end. |
Need more pages before the month is out? $15 for 100, any time.
No. The conversion runs inside your browser using JavaScript on this page. The file is read from your disk into memory, converted, and offered back as a download. Nothing is sent to a server, so there is nothing for us to store, log or delete. You can confirm this by opening your browser's network tab while you convert.
No. There is no sign-up, no email capture and no usage limit on CSV conversion.
Every conversion shows a balance check above the results. If your file has a running balance column, the opening and closing balances are read from it. Otherwise you type them in from your statement. The check adds up every converted transaction, compares the total to the closing balance, and tells you the exact size of any difference.
A date like 05/01/2026 is ambiguous: 5 January in the UK and most of Europe, 1 May in the US. Turn on the day-first option and the file is re-read immediately. If your statement contains a date that can only be day-first, such as 19/02, the converter points this out before you download.
Usually not. Totals rows, page footers, repeated column headings and blank lines carry no transaction date, so they are skipped and counted. The skipped count is shown with the results so you can check it against what you expected.