Articles and updates on bank statement conversion, reconciliation and automation.
A step-by-step way to turn your bank statement transactions into a real cash flow statement: classify every line into operating, investing, and financing, and tie the total back to your closing balance.
Read articleThe exact bank statements SBA 7(a) and 504 lenders ask for, how many months, business vs personal, and how to turn a folder of PDFs into the clean spreadsheet an underwriter can actually read.
Read articleCategorize bank transactions in QuickBooks Online from the For review tab: assign each line an account, match the ones that already exist, and let bank rules code the recurring payees for you.
Read articleReconcile an ACH file against your bank statement by converting both to spreadsheets and matching entries by trace number and amount, accounting for timing and returns.
Read articleA fake bank statement fails at least one of four tests: the math, the metadata, the fonts, or an independent account check. Here is how underwriters, lenders, and landlords catch forgeries.
Read articleYour Stripe, Square, or Shopify payout never matches your gross sales, because the processor nets fees, refunds, and chargebacks before it sends the deposit. Here is the step-by-step way to tie every payout to the lump sum that lands in your bank.
Read articleA section-by-section walkthrough of SBA Form 413, the personal financial statement every 20 percent owner signs for a 7(a) or 504 loan: who files it, what goes in each box, and how to pull the numbers from your accounts fast.
Read articleWhat a bank statement loan actually requires from a self-employed borrower in 2026: how many months, how lenders calculate income from deposits, credit and down-payment minimums, and how to hand the underwriter clean numbers.
Read articleHow accounting firms turn a stack of client statement PDFs into clean Excel: batch conversion, standard columns, and the reconciliation checks that keep it audit ready.
Read articleCategorize bank transactions in Xero by importing the statement, then coding each line to an account during reconciliation, with Cash Coding and bank rules doing the bulk.
Read articleFrom the same family of tools
Get started converting bank statements to spreadsheets.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
