Handle PDF-only clients
Create a structured export when clients do not provide CSV or bank-feed access.
Accountant workflow
Convert client statements for accounting review
When clients send PDFs instead of transaction exports, StatementForge creates structured rows accountants can review before sending data onward.
Client PDFs Review table Bulk export
Trace source statements
Bulk exports preserve statement names so rows can be traced back to the source file.
Privacy-first conversion
Statement contents are processed in the browser, reducing exposure during file conversion.
1
Choose the statement
Choose a text-based bank statement PDF, add a batch on bulk plans, or paste statement text when a PDF is locked.
2
Extract transactions
StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.
3
Review rows
Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.
4
Export the file
Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.
Browser-only Reviewed exports
Useful for
Catch-up accountingConvert historical PDF statements into rows for review.Monthly close supportPrepare transaction data before reconciliation.Accounting importsExport CSV, QBO, OFX, QIF, XLSX, or JSON depending on the target workflow.
Before you export
- Works best with downloadable text-based PDF statements. Local image-to-text can read the first 8 scanned pages and needs manual review.
- Always review exported rows before importing them into accounting software.
- StatementForge is not a bank integration. It converts statement files that you provide.
Can accountants use this with client statements?
Yes, as long as your own client data handling policies allow browser-only local conversion.
Does StatementForge store client PDFs?
No. Statement file contents are not uploaded for conversion.
Can I export accounting formats?
Yes. Reviewed rows can be exported to accounting-oriented formats supported by the app.
Does it replace accountant review?
No. It reduces extraction work, but professional review is still needed.
Pick the workflow you need
Start with the format, privacy setup, or statement type that matches the file in front of you. Each guide opens the same converter with a more focused workflow.
Spreadsheet exports
Use these when you want clean rows for spreadsheets, bookkeeping cleanup, or analysis.
Bank statement to CSVCreate a clean CSV transaction file for bookkeeping, spreadsheets, and financial review.Bank statement to ExcelTurn PDF bank statement rows into an editable XLSX workbook for Excel.PDF bank statement to CSVConvert a downloaded statement PDF into a reviewable CSV file.PDF bank statement to ExcelCreate an editable XLSX workbook from a statement PDF.Bank statement to XLSXExport statement rows as a modern Excel workbook.Bank statement to JSONExport parsed transaction rows as structured JSON.CSV statement converterConvert statement PDFs into simple CSV files.
Accounting exports
Create reviewed files for accounting tools that accept QBO, QIF, OFX, or CSV imports.
Bank statement to QBOGenerate a QBO file from reviewed statement rows for QuickBooks workflows.PDF to QBO converterCreate a QBO export from parsed bank statement PDFs.Bank statement to QIFExport statement transactions in the legacy QIF format.PDF bank statement to QIFParse a statement PDF and export legacy QIF transactions.Bank statement to OFXExport reviewed statement rows as OFX.Bank statement to QuickBooksPrepare statement PDF rows for QuickBooks import workflows.
Privacy and bulk workflows
Parse, review, analyze, and batch-convert sensitive statement files in the browser.
Bank statement parserExtract dates, descriptions, amounts, withdrawals, deposits, and balances.Statement extraction softwareExtract transaction data from PDF statements without uploading the files.Bank statement analyzerReview totals, deposits, withdrawals, balances, and extracted rows.Private statement converterConvert sensitive statement files without uploading contents for parsing.Bulk statement converterAdd several statement PDFs and export a combined dataset.Bookkeeping statement converterPrepare statement rows for cleanup and reconciliation.Converter for accountantsTurn client statement PDFs into reviewable exports.
Bank statement guides
Start from a bank-specific or statement-review workflow, then convert the downloaded PDF.
RBC statement to CSVConvert downloaded RBC statement PDFs into spreadsheet rows.TD statement to CSVConvert downloaded TD statement PDFs into spreadsheet-ready rows.Chase statement to CSVConvert downloaded Chase PDF statements into spreadsheet rows.Bank of America to CSVConvert downloaded Bank of America PDFs into spreadsheet rows.How to read a statementUnderstand the fields StatementForge extracts before export.Statement abbreviationsDecode common labels before reviewing exported rows.Bank transactionsUnderstand the transaction fields shown in converted exports.Bank vs credit card statementKnow what changes when reviewing different statement types.
Convert client statement PDFs.Convert now