BankSheet
BankSheet (getbanksheet.com)
Bank statement PDFs to clean Excel & CSV
Built for bookkeepers who need debit, credit, balance checks, and accounting-ready exports — without retyping statements.
- Balance check before export
- Free 10 pages
- Auto-delete ~60s
Drop a statement PDF
Text-based bank PDFs · debit/credit split · balance check · CSV or Excel. Uploads stay in memory ~60s.
No upload needed — see preview, balance check, and export.
Upload a PDF to replace with your transactions
Opening
$8,640.22
Closing
$14,081.54
Rows
6 shown
Status
Pass
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-03-03 | ACH PAYROLL CLIENT CO | — | 4,200.00 | 12,840.22 |
| 2026-03-04 | STRIPE PAYOUT | — | 1,862.40 | 14,702.62 |
| 2026-03-05 | AMEX EPAYMENT | 914.18 | — | 13,788.44 |
| 2026-03-06 | OFFICE RENT ACH | 2,100.00 | — | 11,688.44 |
| 2026-03-07 | VENDOR WIRE — SUPPLIES | 356.90 | — | 11,331.54 |
| 2026-03-10 | CLIENT INVOICE 1042 | — | 2,750.00 | 14,081.54 |
PDF bank statement to Excel or CSV for bookkeepers
BankSheet (getbanksheet.com) turns a text-based bank statement PDF into an Excel or CSV register: preview the rows, check opening balance against closing balance, then export.
Preview columns
The preview shows date, description, debit, credit, and running balance.
Balance check before export
An opening-to-closing balance check runs before you export. Method: How BankSheet checks balances.
QuickBooks and Xero presets
QuickBooks and Xero presets are column layouts for CSV or Excel. They are not .QBO, OFX, or Web Connect files.
BankSheet (getbanksheet.com)
This product is BankSheet (getbanksheet.com). It is not banksheet.io or banksheet.ai. See About BankSheet.
Who it's for
Freelance bookkeepers, bookkeeping practices, and small firms that receive client statements as PDFs and need month-end workpapers or imports into QuickBooks or Xero— without rebuilding the register by hand. Prefer CSV or Excel? Use the dedicated convert pages, or see pricing for page allowances.
How it differs from Bank Statement Converter / DocuClipper
Generic converters often stop at a table dump. BankSheet (getbanksheet.com) is aimed at bookkeeping workflows: balance reconciliation is visible before you export, retention is short (in-memory, discarded after about 60 seconds — see privacy), and exports include accounting presets. Honest DocuClipper comparison: BankSheet vs DocuClipper. Looking for a DocuClipper alternative? Start there. Demo mode works without Clerk or Stripe, so you can verify fit on sample pages first.
Parse & preview
Date, description, debit, credit, and running balance in one dense table — spreadsheet clarity, not a marketing card.
Balance check
Pass/fail reconciliation with opening, computed closing, and difference so you catch bad extracts before filing. Method: how we check balances.
Short retention
PDFs stay in memory only — discarded after processing; contents are not logged.
Supported banks
Dedicated parsers for common US and UK layouts, with a generic fallback for similar text PDFs.
- ChaseUSConvert Chase checking and business statement PDFs to CSV or Excel.
- Bank of AmericaUSExtract Bank of America transactions with debit, credit, and running balance.
- Wells FargoUSParse Wells Fargo statements for QuickBooks and Xero-ready exports.
- CitiUSTurn Citi bank statement PDFs into tidy bookkeeping spreadsheets.
- Capital OneUSCapital One statement conversion with balance reconciliation checks.
- American ExpressUSAmex charge and credit card statement PDF to CSV/Excel for client workpapers.
- BarclaysUKUK Barclays current account statements to Xero-friendly CSV.
- HSBCUKHSBC UK statement parsing with DD/MM date handling.
- NatWestUKNatWest statement PDFs converted for freelance bookkeepers.
- RevolutGlobalRevolut business and personal statement exports for month-end packs.
Explore BankSheet
Quick paths for bookkeepers evaluating BankSheet (getbanksheet.com) — accuracy, convert workflows, bank landings, and honest comparisons.
FAQ
- Which bank statements can BankSheet convert?
- BankSheet (getbanksheet.com) parses text-based PDFs from major US and UK banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, American Express, Barclays, HSBC, NatWest, and Revolut, plus a generic fallback for similar layouts.
- Can BankSheet convert a bank statement PDF to Excel or CSV?
- Yes. Upload a text-based bank statement PDF on the homepage converter, preview debit/credit rows, confirm the opening-to-closing balance check, then download CSV or Excel with Standard, QuickBooks, or Xero column presets.
- Do you store my bank statement PDFs?
- No. Uploads are processed in memory and discarded after about 60 seconds. We do not keep long-term copies of your statements, and we do not log PDF contents.
- How does the balance check work?
- After parse, BankSheet shows opening balance, computed closing (opening + credits − debits), printed closing, and a pass / fail / incomplete status with a ±0.02 tolerance. See the how we check balances guide for the worked example.
- Can I export for QuickBooks or Xero?
- The QuickBooks preset downloads Date, Description, and Amount (credits positive, debits negative). The Xero preset downloads Date, Amount, Payee, Description, and Reference. Both are column layouts on CSV or Excel — not .QBO, OFX, or Web Connect files. See the QuickBooks and Xero import guides.
- How much does BankSheet cost?
- BankSheet has a permanent free allowance of 10 pages. Starter is $29/month for 200 pages; Pro is $79/month for 1,000 pages. See the pricing page.
- How is BankSheet different from Bank Statement Converter or DocuClipper?
- BankSheet (getbanksheet.com) is built for bookkeepers: balance reconciliation is part of every conversion, retention is short (~60 seconds in memory), and exports include Standard, QuickBooks, and Xero column presets (not .QBO or OFX files). See the BankSheet vs DocuClipper comparison. Demo mode works without forcing Clerk or Stripe setup.
- Is BankSheet the same as banksheet.io, banksheet.ai, banksheet.pro, or getbanksheets.com?
- No. This product is BankSheet (getbanksheet.com). banksheet.io and banksheet.pro are separate converters, banksheet.ai is a different site, and getbanksheets.com is a Plaid-to-Google-Sheets sync. See the About page.