What makes this different from a free converter?

Free converters optimise for output that looks right. This one recomputes the running balance on every row against the statement and shows you the result — including when it fails.

Can multiple people in the firm use one account?

Yes. Workspaces have members with roles, credits are shared across the practice, and every correction and export is attributed to a member.

Is it safe to upload a client's bank statement?

Files are encrypted at rest with a per-workspace key, auto-deleted after 24 hours by default with configurable retention, and every access is recorded in a full audit trail.

Do you need our clients' bank logins?

No. It works from the statement file itself.

Bank Statement Converter for Accountants and CA Firms

The person who feels the pain is not the person who signs

Whoever does the monthly grind wants to stop reviewing three hundred rows to find the one that is wrong. Whoever runs the firm wants to know a wrong number cannot reach a client's books unnoticed, and that if it ever does, there is a record of how it got there. Those are the same feature seen from two chairs, which is why the reconciliation verdict is the product rather than a checkbox on it.

What your team stops doing

Re-keying line by line. Eyeballing a grid for a transposed digit, which human eyes are reliably bad at. Building a one-off Excel formula to check the totals and still not knowing which row broke it. The review queue becomes the flagged rows and nothing else.

What you can hand back

Every export carries its reconciliation verdict — computed closing against declared closing, and the exceptions that needed a human. It is a record that the numbers were checked rather than assumed, which is a different conversation to have with a client than saying you used a converter.

Delegation without the risk transfer

Reconciliation is usually handed to the most junior person on the team, even though a missed transaction carries identical downstream risk regardless of who missed it. When the arithmetic is checked automatically and every correction is attributed, delegating stops meaning accepting more risk.

Common questions

What makes this different from a free converter?: Free converters optimise for output that looks right. This one recomputes the running balance on every row against the statement and shows you the result — including when it fails.
Can multiple people in the firm use one account?: Yes. Workspaces have members with roles, credits are shared across the practice, and every correction and export is attributed to a member.
Is it safe to upload a client's bank statement?: Files are encrypted at rest with a per-workspace key, auto-deleted after 24 hours by default with configurable retention, and every access is recorded in a full audit trail.
Do you need our clients' bank logins?: No. It works from the statement file itself.