What people use converted statements for
Each workflow below starts the same way — a reconciled table of transactions — and ends somewhere different.
- Income verificationVerify income from bank statements: convert statements to data, isolate recurring deposits and check consistency across months — with balance checks for integrity.Learn more
- Cash-flow analysisBuild monthly cash-flow analysis from PDF bank statements: inflows, outflows, net cash flow and balance trends, in Excel.Learn more
- Bookkeeping clean-upCatch up months or years of bookkeeping by converting PDF statements to QuickBooks or Xero imports with verified balances.Learn more
- Audit preparationPrepare audit bank testing faster: convert statements to complete, reconciled transaction listings for analytics, cut-off and completeness testing.Learn more
- Divorce disclosureConvert bank statements from financial disclosure into reconciled spreadsheets to identify transfers, cash withdrawals and unusual spending.Learn more
- Statement red flagsUse reconciliation and running-balance checks to spot altered, incomplete or inconsistent bank statements before you rely on them.Learn more
- Tax preparationTurn a year of bank and credit card statements into a categorised spreadsheet for tax returns, deductions and audit support.Learn more
- Loan underwritingUnderwrite faster with structured, reconciled data from applicant bank statements: deposits, NSF events, average balances and recurring debts.Learn more
Convert your first statement in under a minute
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