Dext Alternative: Bank Statement Converter to Excel and CSV

Comparing Dext or just want statement data in a spreadsheet without buying a full practice plan? BankXLSX is a focused bank statement converter that turns PDF and scanned statements into clean Excel and CSV files. Try 15 pages once with no credit card.

15 page demo, no credit card
One page allowance
90+ US banks supported

PDF, JPG, PNG, BMP, HEIC, TIFF, MT940

Upload your bank statement

Extract:

The short answer

Dext Business costs $25.21 per month billed annually ($302.50 up front) for 5 users and 250 documents, or about $31.50 month to month, and practice plans for accounting firms are priced per client with a 10 client minimum. Bank statement extraction is not included in that: it is a metered add-on with 10 sheets included, then from $13.00 a month or $0.32 per document. There is a 14 day trial and no free tier. That suits a firm that wants receipts, invoices and bank data in one capture workflow feeding Xero or QuickBooks. It is a lot of platform if the job is turning statement PDFs into a spreadsheet, which is what BankXLSX does: Excel, CSV, QBO, OFX, QFX or QIF with a running balance checked against the statement, and a one-time 15 page demo with no card. Dext pricing re-verified 2 September 2026.

Why People Look for a Dext Alternative

Dext, formerly Receipt Bank, is a strong document-capture platform for accounting practices, but it is not the right fit for every job. These are the most common reasons buyers compare options before they commit.

Bank Statement Extraction Spends Credits

In Dext, bank statement extraction is a credit-metered feature. Each plan includes an allowance and you buy more when you run out, so a heavy statement month means tracking and topping up credits.

Practice Plans Start High

Dext practice plans begin around $239 a month for 10 business clients. If you only need to turn a few statements into spreadsheets, that is far more platform, and more spend, than the task requires.

More Suite Than You Need

Dext captures receipts, invoices, supplier statements, and bank statements, then posts them into Xero, Sage, or QuickBooks. When you just want clean statement data in a file, most of that pipeline goes unused.

CSV-Only Statement Output

Dext bank statement extraction generates a CSV. If your workflow wants an Excel workbook too, or both formats from one upload, that is an extra step on your side.

Statements Are an Add-On

Bank statement extraction sits outside the document allowance. The Business plan includes 10 sheets a month, then it is a separate add-on from $13.00 a month or $0.32 a document.

US Bank Formatting Matters

When your clients all bank at US institutions, you want a converter tuned to those exact statement layouts, date formats, and running-balance columns.

How BankXLSX Compares as a Dext Alternative

BankXLSX does one thing well: it converts bank and card statements into accurate, reconciliation-ready spreadsheets. Here is what you get.

Excel and CSV Output

Export clean XLSX or CSV from the same upload, ready to import into QuickBooks, Xero, or any spreadsheet.

No Credits to Track

Convert full statements on a straightforward monthly plan instead of spending and topping up extraction credits.

No Seat Minimum

Plans include unlimited users, so a team shares one page allowance without buying five seats to unlock more documents.

OCR for Scans and Photos

Scanned PDFs and phone photos convert out of the box in PDF, JPG, PNG, BMP, HEIC, and TIFF.

90+ US Banks and Cards

Templates tuned to the layouts, date formats, and running balances that US banks and card issuers actually use.

Private by Default

256-bit encryption in transit, and you can delete your uploaded data at any time.

Convert a Bank Statement in 3 Steps

No statement add-on and no client seats to buy. The first 15 pages need no credit card.

1

Upload

Drop in a PDF or scanned bank statement. Multi-page and multi-month files work.

Tip: Password-protected PDFs are supported.

2

Convert

The AI extracts every transaction into structured columns automatically.

Tip: Scanned statements are read with built-in OCR.

3

Download

Export to Excel or CSV, then import into your accounting software.

Tip: Columns are reconciliation-ready out of the box.

BankXLSX vs Dext at a Glance

An honest, side-by-side look so you can pick the right tool for your workflow.

Bookkeepers

Turn client PDFs into clean ledgers in Excel or CSV without spending extraction credits.

Accountants and CPAs

Prep audit and tax workpapers from multi-month statements fast.

Small Businesses

Get statement data into a spreadsheet for reconciliation and reporting.

Lenders and Advisors

Extract transaction histories for review and cash-flow analysis.

Common Search Terms

dext alternative dext bank statement bank statement converter convert bank statement to excel bank statement to csv

Dext vs BankXLSX: which tool fits your workflow

Dext and BankXLSX both pull data out of bank statements, but they are built for different jobs. Dext, formerly Receipt Bank, is a full document-capture platform for accounting practices: it captures receipts, invoices, supplier statements, and bank statements with OCR, then posts the results into Xero, Sage, QuickBooks, and dozens of other systems, with the originals stored for you. BankXLSX is a focused bank statement converter: you upload a statement, you get a clean Excel or CSV file from the same run, and you decide where it goes. The table below lays out the practical differences so you can choose quickly.

What matters to youBankXLSXDext
Primary focusBank and card statements to Excel and CSVFull receipt, invoice, and statement capture into your ledger
Pricing modelPage plans: Starter $49 a month or $24 billed yearly, unlimited usersBusiness $25.21 a month billed yearly for 5 users and 250 documents ($31.50 monthly); Practice priced per client with a 10 client minimum
Bank statement meteringCounted against the plan page allowanceSeparate add-on: 10 sheets included, then from $13.00 a month or $0.32 a document
Statement outputExcel and CSV from one uploadCSV
Test before payingOne-time 15 page demo, no credit card14 day free trial, no free tier
Where the data landsA file you own: Excel or CSV, import anywherePosted into Xero, Sage, QuickBooks, and more
Scanned PDFs and photosOCR included: PDF, JPG, PNG, BMP, HEIC, TIFFOCR included
Bank coverage90+ US banks and card issuers, US-tuned layoutsGeneral OCR capture
Best forUS bookkeepers and accountants who want clean statement spreadsheets without credit mathPractices automating all source-document entry straight into the ledger

When Dext is the better choice

To be fair, Dext is good at what it is built for. If your practice wants every source document handled in one place, receipts and invoices with full line-item capture, supplier statement reconciliation, and bank statements, and you want that data posted automatically into Xero, Sage, or QuickBooks with rules and approval steps, Dext covers that whole pipeline. It manages documents across many clients, stores the originals, and is designed around the way multi-client accounting firms process paperwork. If you are buying a complete document-capture layer for your practice, it is a reasonable pick.

When BankXLSX is the better fit

BankXLSX is the better fit when bank statements are most of the paperwork. On Dext, statement extraction sits outside the document allowance: the Business plan includes 10 sheets a month, and past that you are on an add-on from $13.00 a month or $0.32 a document. A bookkeeper converting a few hundred statement pages in January pays for the platform and then pays again for the statements. BankXLSX meters one thing, pages, and the Starter plan carries 2,500 Base pages a month with no seat count, so a five person team does not need five licenses to share one allowance. Excel and CSV come out of the same upload, OCR for scans and phone photos is included, and running balances stay in their own column. For a wider view across tools, see the best bank statement converter software guide.

What happens after the statement is read

On receipts and supplier invoices Dext publishes straight into Xero, Sage or QuickBooks, and that automation is most of what its price buys. Bank statements work differently even inside Dext: Bank Statement Extraction reads the transactions and generates a CSV, which you then import into the ledger yourself. So for statements the two tools end in the same place, a file you review and import, and the real differences are the metering and the plan floor. With BankXLSX that file comes as a CSV from the PDF bank statement or as Excel from the same upload. Practices on Xero can follow the steps for importing bank statements into Xero, and QuickBooks users the walkthrough to convert bank statements to QuickBooks.

Testing both on the same statement

Dext offers a 14 day free trial, and a new BankXLSX account converts up to 15 pages once with no card. Pick your worst statement for the test, a scanned multi-page one with a running balance, and run it through both inside the Dext trial window. Check three things: the row count matches the statement, the closing balance ties, and money out carries the sign your ledger expects. If you are also pricing Dext against its closest rivals, the Dext pricing breakdown lists every tier and add-on, and the AutoEntry alternative page covers the credit-metered option many practices shortlist next.

Dext Alternative: Common Questions

For statement-heavy work, usually. Dext Business is $25.21 a month billed yearly for 5 users and 250 documents, and bank statements beyond 10 sheets a month are a separate add-on from $13.00 a month or $0.32 a document. BankXLSX Starter is $49 a month, or $24 billed yearly, for 2,500 Base pages with unlimited users.

Dext Business costs $25.21 a month billed yearly ($302.50 up front), or about $31.50 month to month, for 5 users and 250 documents. Bank statement extraction includes 10 sheets, then costs from $13.00 a month or $0.32 a document. Practice plans are priced per client with a 10 client minimum, and Dext does not publish that per client rate.

Yes. Dext has a Bank Statement Extraction feature: you drag in a client bank statement, it reads the transactions with AI, and it generates a CSV you can import into Xero, Sage, or QuickBooks, with the original stored in Dext. It is a credit-metered feature inside the wider document-capture platform.

Dext is a full document-capture platform that pulls data from receipts, invoices, and statements and posts it into Xero, Sage, or QuickBooks. BankXLSX is a focused converter that turns PDF and scanned bank statements into Excel and CSV files you own. Choose Dext to automate all source-document entry, BankXLSX for fast statement-to-spreadsheet work.

No. BankXLSX gives you a clean Excel or CSV file rather than posting directly into your ledger. You import that file into Xero, QuickBooks, or any other software yourself, which lets you review and correct the data first. Dext is the better choice if you specifically want automated posting into the accounting system.

For US bookkeepers and accountants who mainly need bank and card statements turned into Excel or CSV, BankXLSX is a strong fit because it is US-tuned, includes OCR, meters only pages with no seat minimum, and lets you test 15 pages once before paying. If you also need receipt and invoice capture posted into your ledger, Dext covers more of that workflow.

Yes. BankXLSX includes OCR by default and reads PDF, JPG, PNG, BMP, HEIC, and TIFF, so scanned statements and phone photos convert into structured Excel or CSV without a Dext subscription. Upload the image, let the converter read the transactions, and download the spreadsheet.

Related Resources

Other Bank Statement Converters

ICICI Bank JPMorgan Chase Bank of America Citibank Wells Fargo Goldman Sachs Morgan Stanley U.S. Bank PNC Bank Truist Capital One TD Bank Charles Schwab Fidelity Vanguard E*TRADE TD Ameritrade Bank of New York Mellon State Street BMO USA Ally Financial Regions Fifth Third Bank Huntington KeyBank Citizens Bank First Citizens Synchrony Financial M&T Bank First Horizon Cathay Bank USAA Navy Federal Comerica Zions Bank East West Bank First National of Nebraska Frost Bank BOK Financial Fulton Financial Associated Banc-Corp Valley National Wintrust Financial First Midwest Bancorp Commerce Bancshares UMB Financial Pinnacle Bank Webster Bank Cadence Bank Old National First Interstate BancSystem Umpqua Bank First Hawaiian Bank Prosperity Bank SouthState First Merchants First Bank Holding Glacier Bank First Financial Bancorp Independent Bank Columbia Banking System Western Alliance Pacific Premier Bancorp Bank OZK United Community Banks Customers Bank Texas Capital SVB Financial Group Signature Bank First Republic Bank New York Community Bancorp Sterling Bancorp First Bank Bank United First Commonwealth Financial Flagstar Bank Synovus Bank Santander Bank Commonwealth Bank (CommBank) ANZ Bank Westpac NAB ServisFirst Bancshares Renasant Corporation Simmons First National Trustmark Corporation First Busey Community Bank System First Mid Bancshares Ameris Bancorp Hancock Whitney First BanCorp Third Coast Bancshares Home Bancshares Byline Bancorp Simmons Bank United Bankshares Peoples United Financial American Express HSBC Bank USA