Client cleanup
Turn PDF statements into structured data when bank feeds are unavailable.
Bookkeeping workflow
Turn client statement PDFs into bookkeeping-ready data
Convert client bank statement PDFs into reviewable transaction rows and export them for spreadsheet or accounting workflows.
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.xlsx
Built around a visible result
A practical client-cleanup workflow
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.
- Keep every source statement labelled while reviewing a multi-month batch
- Correct extraction exceptions before they reach the ledger
- Use CSV or Excel for cleanup and QBO, OFX, or QIF where compatible
- Retain the original statements as source evidence outside StatementForge
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 XLSX 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.
Reconciliation prep
Compare deposits, withdrawals, and balances before posting.
Format flexibility
Choose CSV, XLSX, QBO, OFX, QIF, or JSON depending on the destination.
Practical questions
Bookkeeping questions
Is this made for bookkeepers?
It is useful for bookkeeping workflows that start from bank statement PDFs.
Does it categorize expenses?
No. It extracts statement rows and preserves descriptions so categorization can happen in your bookkeeping system.
Can I process a client batch?
Yes, within plan limits for file count, pages, and monthly usage.
Should I review exports?
Yes. Always review rows before importing into accounting software.
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.Convert bank statement PDFs to ExcelTurn bank statement PDFs into an editable XLSX workbook with reviewable transaction columns and local browser processing.Turn a PDF bank statement into a QuickBooks-ready fileUnderstand the practical route from a PDF bank statement to a reviewed QBO or CSV import, including mapping and validation steps.
Prepare statement rows for bookkeeping.
Choose a statement, inspect the extracted rows, and decide what to export.