BankTidy reads statements most template-based tools struggle with — including many credit-union, scanned, and international formats — and gives you reconciliation-ready CSV or Excel in seconds. Built for bookkeepers and accountants who bill by the hour.
Convert a statement free →Most statement tools ship a library of hand-built parsers and fail the moment a layout isn't on the list. BankTidy reads the page like a person does — so the long-tail banks are exactly where it shines.
Credit unions, regional banks, international formats, even a phone photo of a statement. No template to pick, no mapping to configure.
Every conversion checks opening + transactions against the closing balance. If it doesn't tie out, we flag it so you can review before you post — you always verify the output before it hits the books.
Transactions come back coded (income, payroll, fuel, supplies, fees…) with a cash-flow summary you can drop straight into a client's file.
The whole thing takes under a minute per statement.
Drag in a PDF, scan, or photo. One statement or a whole batch.
Every transaction is pulled, signed correctly, and checked against the statement's own balances.
Download reconciled Excel, CSV, or a QuickBooks/Xero-ready file. Done.
Template-based tools need a predefined layout for each bank — so a new or unusual format means cleanup by hand.
“Template-based tools” means converters that require a predefined template or field-mapping for each bank format. Comparison reflects typical behavior; results vary by tool and by statement. Always review converted output before posting.
Bookkeepers are right to be careful with financial data. So we keep almost none of it — and we're precise about the little we do. Here's the honest breakdown.
We read your file, give you the spreadsheet, and don't keep your statement or its contents long-term. Read our full privacy promise →
The Starter plan costs less than 15 minutes of billable bookkeeping time. Start free — no card, no template setup.
Prices in USD. Subscriptions auto-renew until you cancel — one-click cancel, no email or phone call needed. A "page" is one page of a PDF statement.
No card, no template setup. Upload a statement and get reconciliation-ready data back in seconds — see for yourself on a bank that's broken your last tool.
Open the converter → 3 free statements every month · One-time $9 packs, no subscription needed · We don't keep your statementsThe things bookkeepers ask first.
Almost certainly. Unlike tools that maintain a fixed list of supported banks, BankTidy reads each statement directly, so unusual credit unions, regional banks, and international formats work without any setup. If you hit one it can't read, send it to us and we'll make it work.
For every statement, we add the opening balance to the sum of all extracted transactions and compare it to the printed closing balance. If they match, you get a green "reconciled" check. If they don't, we tell you the discrepancy and flag the likely rows — so you catch a misread or a missed line before it hits the books.
No — and that's deliberate. You upload statements you already have. There's no bank login, no account linking, and nothing sitting on a live connection to your clients' accounts. It keeps the security surface small and keeps you in control of the data.
Yes. Export to CSV/Excel on every plan, and QuickBooks/Xero-ready formats on every paid plan (Starter and up).
You can, and for a short, clean statement it sometimes works. The problems show up at bookkeeping scale: general chatbots quietly drop or invent rows on long transaction tables and nothing warns you, they don't produce QuickBooks/Xero import files, and pasting client bank data into a consumer chat tool is a conversation you don't want to have with your client. BankTidy uses the same class of AI under the hood — what you're paying for is the verification layer around it: every statement is balance-reconciled (opening + transactions must equal the printed closing balance), discrepancies are flagged row-by-row, and we don't keep your statements.
QuickBooks Online can import some PDFs directly, and when it works on a clean, text-based statement from a major bank, use it. Where it struggles: scanned or photographed statements, credit unions and smaller institutions, larger files (QBO caps PDF uploads at 350KB — a few statement pages), and there's no reconciliation proof — rows go straight into your books without a check against the closing balance. Xero has no native PDF import at all. BankTidy handles the messy formats, proves the math first, and gives you a CSV you can review and edit before anything touches the ledger.
Yes — and we keep almost nothing. We don't store your statement file, your name, or your account number. The converted data is held only a couple of hours, encrypted, so you can download it — then it's automatically deleted. Your files aren't used to train anything, and data is encrypted in transit and at rest. See exactly what we keep, what we hold briefly, and what we never touch in our privacy promise.