Bulk conversion

Convert multiple bank statements in one workspace

Load several statement PDFs, review each file or the combined table, then export one clean dataset for bookkeeping and analysis.

Multiple bank statements converted in one batch
Batch files Combined export Per-statement tabs

One table for many PDFs

Review all loaded statements together or switch between individual statement tabs.

Faster monthly cleanup

Convert a date range without repeating the same export flow for every file.

Bulk exports

Export combined rows to CSV, XLSX, JSON, QBO, OFX, or QIF depending on your plan and workflow.

1
Choose bank statement PDF step

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
Parse transactions from a bank statement step

Extract transactions

StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.

3
Review extracted statement rows step

Review rows

Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.

4
Export bank statement data step

Export the file

Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.

Multiple statement PDFs combined into transaction rows
Browser-only Bulk export

Useful for

Year-end cleanupLoad a full year of monthly PDFs and export a combined table.Bookkeeper batchesProcess several client statements in one session.Account comparisonsCombine rows from multiple statements while preserving the statement name column.

Before you export

  • Bulk limits depend on your plan and the file size/page limits shown inside the app.
  • Review each statement tab before relying on the combined export.
  • Scanned PDFs can take longer because image-to-text runs locally and is limited to the first 8 scanned pages.

Can I add multiple statements at once?

Yes. Bulk batches are supported according to your plan limits.

Does the export keep statement names?

Yes. Exports include a statement name column so rows can be traced back to the source file.

Can I export all statements as one CSV?

Yes. Bulk CSV export combines loaded statement rows.

Are files uploaded for bulk conversion?

No. Bulk parsing still runs locally in the browser.

Add multiple statement PDFs.Convert now