Bookkeeping cleanup
Turn client statements into structured rows for review.
Statement extraction software
Extract transaction data from bank statements
Evaluate a browser-local bank statement extraction workflow with visible rows, correction tools, warnings, and multiple export formats.
No account to preview Statement contents stay local Review before export
monthly-statement.pdf4 rows shown
Money in$7,230.74Money out$2,061.38
01/03Payroll deposit+4,820.0001/07Office rent-1,850.0001/09Stripe payout+2,410.7401/21Insurance-211.38
Ready to export.csv
Built around a visible result
Evaluate the workflow, not a generic accuracy claim
StatementForge does not hide extraction behind a black box. The transaction table, warnings, totals, and destination format stay visible so you can decide whether the result is usable.
- Test a representative statement and inspect every extracted field
- Measure corrections, missing rows, and sign errors against the source
- Separate text-based PDF results from scanned-page OCR results
- Confirm the generated format in the destination application before adoption
A review-first workflow
From source document to a file you can inspect.
- 01
Choose
Select a statement PDF or use the safe sample.
- 02
Extract
Read its text layer or run limited local OCR.
- 03
Review
Check and correct the transaction table.
- 04
Export
Generate CSV from the reviewed rows.
Honest operating limits
Financial files still deserve a human check.
- 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.
Where this workflow fits
Use the converter for a defined job.
Financial analysis
Extract rows before calculating cash flow or expense totals.
Accounting import prep
Create a reviewed source table before exporting accounting files.
Practical questions
Extraction questions
Is this bank statement extraction software?
Yes. It extracts transaction rows from bank statement PDFs and exports structured files.
Do you store extracted statement data?
No statement contents are stored by StatementForge during conversion.
What if the extraction misses rows?
Use the review table and warnings to catch issues. Some unusual statement layouts may require manual cleanup.
Which export format should I use?
CSV and XLSX are best for review; QBO, OFX, and QIF are for compatible accounting tools.
Continue the workflow
Related statement tools and guides
Convert months of bank statements in one batchLoad a paid batch of bank statement PDFs, review each statement or all rows together, and create combined or workbook exports.Turn client statement PDFs into bookkeeping-ready dataConvert client bank statement PDFs into reviewable transaction rows and export them for spreadsheet or accounting workflows.Convert sensitive bank statements without uploading themParse PDFs, review transactions, and generate exports inside your browser while account, billing, and optional analytics remain separate.
Extract statement data from a PDF.
Choose a statement, inspect the extracted rows, and decide what to export.