Year-end cleanup
Load a full year of monthly PDFs and export a combined table.
Multi-statement workflow
Convert months of bank statements in one batch
Load a paid batch of bank statement PDFs, review each statement or all rows together, and create combined or workbook exports.
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
What bulk mode changes
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.
- Up to twelve PDFs can be queued in one paid batch
- Each file has its own progress, warnings, row totals, and review tab
- Combined CSV and XLSX exports retain the source statement name
- The XLSX workbook adds per-statement sheets when multiple files are loaded
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.
- 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.
Where this workflow fits
Use the converter for a defined job.
Bookkeeper batches
Process several client statements in one session.
Account comparisons
Combine rows from multiple statements while preserving the statement name column.
Practical questions
Bulk conversion questions
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.
Continue the workflow
Related statement tools and guides
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 bank statement PDFs to ExcelTurn bank statement PDFs into an editable XLSX workbook with reviewable transaction columns and local browser processing.Convert sensitive bank statements without uploading themParse PDFs, review transactions, and generate exports inside your browser while account, billing, and optional analytics remain separate.
Add multiple statement PDFs.
Choose a statement, inspect the extracted rows, and decide what to export.