Pro
For recurring client statement work.
$29 / month
400 credits each month
- Advanced extraction model
- Statement Merge and Cash Flow
- Excel, CSV, and OFX exports
Built for accounting firms, bookkeepers, and finance teams
Bank Statement OCR for Accounting Firms Turn client PDFs into review-ready Excel, CSV, or OFX data.
Extract dates, descriptions, debits, credits, and balances without retyping every line. Review the result, keep the source clear, and export it into your accounting workflow.
- 5 credits included
- No credit card required
- Automatic source-PDF deletion
Test the workflow
Try it with one client statement.
Free 2-page preview · Export first 10 rows · No credit card. Use the sample if you do not have a PDF available.
- Data-protection controls
- Export Excel/CSV/OFX
- Secure data
Drag and drop your PDF files here, or click to select
1 file · 100 pages max · Free preview of 2 pages
Result preview
PDF · Before
Bank of AmericaStatement — May 2026
05/02Salary payment+2,480.00
05/04Card · Supermarket-86.30
05/07Electricity bill-74.90
05/09CB Amazon-39.99
05/15Rent payment-720.00
Hours of data entrydone in seconds
Excel · After
statement_may_2026.xlsx
DateDescriptionAmountCategory
05/02Salary payment+$2,480.00Salary
05/04Card · Supermarket-$86.30Groceries
05/07Electricity bill-$74.90Utilities
05/15Rent payment-$720.00Housing
1 file selected
page 0
No file handy?
✨ Liked what you see?
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Automatic source-PDF deletionDeleted after processing, with a limited signed-in multi-table review exception.
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Excel, CSV, and OFXChoose the structured file your next step needs.
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Free to try5 credits included and no credit card required.
A workflow your team can review
From a folder of client PDFs to usable rows in three steps.
Keep human review where it matters. BankStatementLab structures the statement; your team verifies the output before it moves downstream.
- 01
Upload the statements
Start with one PDF, then process multiple clients or periods from your account.
- 02
Review every row
Check dates, descriptions, debits, credits, balances, and suggested categories.
- 03
Export the clean data
Download XLSX, CSV, or OFX and continue in the accounting workflow you already use.
Multi-client production
Keep the source visible when statements belong together.
Statement Merge can harmonize equivalent columns, add each row's source statement, and sort recognized dates—without changing the original extracted files.
- ✓Process statements across clients or periods.
- ✓Keep source attribution on consolidated rows.
- ✓Review the structure before exporting.
MONTHLY CLIENT FILE Atlas LLC · March close
Ready to review PDF operating-account-mar.pdf PDF payroll-account-mar.pdf PDF card-account-mar.pdf
| Date | Description | Debit | Credit | Source |
|---|---|---|---|---|
| 03/04 | Client payment | — | $8,450.00 | Operating |
| 03/05 | Payroll provider | $3,210.00 | — | Payroll |
| 03/08 | Software subscription | $249.00 | — | Card |
| 03/12 | Office lease | $1,850.00 | — | Operating |
Fits your accounting stack
Structured output for the next step—not a locked-in workflow.
Export clean XLSX, CSV, or OFX files for the next step in your accounting workflow.
QuickBooksXeroSageExcel
Some accounting platforms require field mapping or a downstream conversion before import. BankStatementLab does not claim a native direct integration where one is not available.
Security and data control
Your team controls what enters the workflow.
- No banking credentialsWe never ask for a bank login or maintain a live bank connection.
- Automatic source-PDF deletionDeleted after processing. For signed-in multi-table extractions, source PDFs may be retained for up to 7 days for quality review.
- Review before exportYour team can verify and edit the structured result before using it downstream.
Accounting firm FAQ
Questions about statement OCR for client work.
Practical details for teams reviewing and exporting client bank statement data.
Can accounting firms process statements for multiple clients?
Yes. You can process statements across clients or periods, then use Statement Merge to consolidate compatible tables while keeping each row's source statement visible for review.
Which bank statement fields can the OCR extract?
BankStatementLab structures transaction dates, descriptions, debits, credits, and balances from bank statement PDFs so your team can review the rows before export.
Which export formats are available for accounting workflows?
You can export structured statement data as XLSX, CSV, or OFX. Some accounting platforms may still require field mapping or a downstream conversion before import.
Does BankStatementLab need client banking credentials?
No. BankStatementLab processes uploaded statement files and does not ask for bank login credentials or maintain a live bank connection.
How are uploaded source PDFs handled?
Source PDFs are deleted automatically after processing. For signed-in multi-table extractions, they may be retained for up to 7 days to support quality review.
Start self-service
Choose the monthly credit allowance that matches the work.
One credit corresponds to one page. The advanced model available on Pro and Business can use two credits per page.
Business
For higher-volume accounting workflows.
$59 / month
1,000 credits each month
- Everything in Pro
- Higher monthly credit allowance
- Priority support
API and higher volume
Need an API or more than 5,000 credits per month?
Business scales to 5,000 self-service credits. Use the extraction API for programmatic workflows, or start a conversation about higher-volume statement processing.