Free Bank Statement Converter: PDF to CSV, Excel & QBO | CapyParse

Scanned bank statement OCR

Paper statements, faxes, and phone photos are read with built-in OCR, then every amount is verified against what is printed on the page. The site shows a community credit union statement example where 2 rows are grounded to pixels and amounts are re-verified.

Convert the blurry scans and phone photos other converters reject.

Any bank, any layout

CapyParse handles 1,000+ banks and credit unions worldwide, in any language, with no templates to configure. Dedicated converters and export-limit guides exist for major US and Canadian banks and card issuers, and every other bank converts the same way.

Upload a statement from any bank without setting up a template.

CSV, Excel, QBO, OFX & QFX exports

Files are formatted for QuickBooks, Xero, Wave, and spreadsheets on the first try. Free includes CSV, Excel and QBO export; paid plans add all export formats including OFX and QFX.

Get a first-try import into your accounting stack.

Verify every transaction before export

Every extracted field is scored with a confidence score, verified against the original PDF, and summarized per account. The review screen shows extracted transactions side by side with the original statement, and flags rows for a second look.

Review only what needs a second look instead of trusting blindly.

Multi-account statement splitting

Consolidated statements are split automatically, with each account getting its own clean table and its own export. Per-account summaries are shown in the review screen.

Handle five accounts on one PDF without manual sorting.

Clean up with AI in the export editor

Categorize transactions, normalize payees, fix dates, and flip signs in the export editor before downloading. The site shows examples such as AMZN MKTP US mapped to Shopping, SHELL OIL 4421 to Fuel, and PAYROLL ACME INC to Income.

Export categorized, normalized data instead of raw rows.

• Any bank, any layoutCapyParse converts bank statements from 1,000+ banks worldwide with no templates to configure. Upload a PDF from Chase, Bank of America, Wells Fargo, credit unions, or international banks — the AI figures out the format.
• Scans, photos & OCRBuilt-in OCR reads paper statements, faxes, and phone photos — the documents other converters reject. Every amount is then verified against what is printed on the page.
• Review before you exportEvery extracted field is scored with a confidence score and verified against the original PDF, so you only review what needs a second look. Nothing goes into your books unchecked.
• Multiple export formatsExport CSV, Excel, QBO, OFX, and QFX files formatted for QuickBooks, Xero, Wave, and spreadsheets on the first try. Multi-account statements are split automatically into clean tables per account.

• Free tier is limitedThe Free plan includes 10 free pages with no expiry, and the demo uploader accepts PDFs up to 6 pages and 10 MB. Larger statements require a paid plan or credit packs.
• Page limits on paid plansStarter includes 150 pages/month and Firm includes 600 pages/month. If you run out, you can buy one-time credit packs (valid for 1 year) or upgrade to a bigger plan.
• Some features are plan-gatedBatch scan & export, priority processing, and additional workspace members are only available on higher tiers. ERP data connectors, cloud storage integrations, and SLA are listed under Custom.
• Pricing varies by billing cycleStarter is $29/month monthly or $24/month billed yearly ($290/year, save $58). Firm is $79/month monthly or $66/month billed yearly ($790/year, save $158). Annual billing gives 2 months free.

Accountants and bookkeepers converting client statements

CapyParse is used by accountants and bookkeepers to turn client bank statement PDFs into clean, importable data in seconds per statement instead of hours of retyping. Every extracted field is scored and verified against the original document, so nothing goes into the books unchecked. Exports are formatted for a first-try import into QuickBooks, Xero, Wave, or a spreadsheet, and consolidated statements are split into one clean table per account. For teams handling other document types alongside statements, tools like Veryfi and Docsumo cover adjacent extraction workflows.

Small businesses and individuals cleaning up monthly books

Drop a PDF bank statement and watch the transactions appear exactly as printed, then export CSV, Excel, QBO, OFX, or QFX. The free tier includes 10 pages with no credit card required, and the Starter plan covers 150 pages per month for individuals and small teams. The export editor lets you categorize transactions, normalize payees, fix dates, and flip signs before downloading. If you mainly need to pull structured data out of PDFs rather than bank statements specifically, Convert PDF to JSON is a related option.

Firms processing scanned, photographed, or multi-account statements

Built-in OCR reads paper statements, faxes, and phone photos that other converters reject, then re-verifies every amount against what is printed on the page. Statements from 1,000+ banks worldwide in any layout or language work without templates, and consolidated statements are split automatically so each account gets its own clean table and export. The Firm plan adds batch scan and export across statements, priority processing and support, and 10 workspace members. For teams that also work with scanned documents outside of banking, ABBYY FineReader is a complementary OCR tool.

High-volume operations with custom page and integration needs

The Custom plan offers volume pricing, custom page volume, auto-import from Drive, OneDrive, and Outlook, ERP data connectors, a dedicated account manager, and an SLA. Credit packs are also available as one-time purchases with pages valid for one year, and subscription pages are used first so nothing is wasted. Annual billing on Starter and Firm gives two months free. For high-volume document parsing beyond bank statements, Parseur is a comparable tool to evaluate.

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Use the template builder to map fields you need extracted.

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