For accounting, bookkeeping and tax firms
Convert PDF Bank Statements to Excel
Upload a client's statements from any bank, even scans, and get Excel with one row per transaction: date, description, amount and balance. Statements that don't reconcile to the ending balance are flagged, so you open those and trust the rest.
4.7/5(124 reviews)3.3M+ bank and card statements converted14-day free trialNo credit card required
“Amazing software. We do a lot of PDF to Excel conversions as an accounting firm, and DocuClipper is the most accurate and intelligent of any other service we have tried.”
business_checking_sep.xlsxReconciled
- Bank
- Chase
- Account type
- Checking
- Period
- Sep 1 - Sep 30
| Date | Description | Amount | Balance |
|---|---|---|---|
| 09/02 | ACH Deposit - Client payment | 4,200.00 | 16,680.15 |
| 09/05 | Check #1043 | -1,850.00 | 14,830.15 |
| 09/09 | Card purchase - Staples | -87.43 | 14,742.72 |
| 09/15 | Stripe transfer | 1,912.60 | 16,655.32 |
| 09/22 | AT&T Business | -129.99 | 16,525.33 |
| 09/30 | Monthly service fee | -15.00 | 16,510.33 |
Opening + deposits - withdrawals = Closing balance
Sample rows as they land in Excel: one row per transaction, with the running balance.
Used by teams at firms like these
Why accounting firms use DocuClipper for PDF to Excel
- A client's whole year in one upload: every month, every account, any bank, scanned or digital
- Each statement checked against its printed balances, so a missing row is flagged before it reaches your workpapers
- 99.9% field-level accuracy, the same layout every time, ready for your worksheet
- The same upload also exports to QuickBooks (.qbo, IIF), Xero, CSV and Quicken
- Every seat included: preparers, reviewers and partners each get a login, with no fee per user or per client
- SOC 2 Type II audited; client files are never used to train third-party AI models
Built for CPA, accounting, bookkeeping and tax firms that turn client statements into books and returns.
How it works
- 1
Upload your PDF bank statements
Drag and drop one statement or hundreds. We handle digital and scanned PDFs from any bank.
- 2
We extract every transaction
OCR + reconciliation finds every credit, debit, and balance. Statements that don't reconcile are flagged so you can review.
- 3
Download a clean Excel file
Date, description, amount, balance — all in the right columns, ready for your worksheet.
What customers say
“I love that it takes seconds to upload bank and credit card statements for bookkeeping catch-up work that QBO does not sync for months behind the current period. Fantastic product!”
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Natasha B.
CPA
“We are accountants by trade, and this software has made our job easier. We simply convert old bank and credit card statement transactions using DocuClipper and import them into QBD. It is so easy and we save so much time. We love this software!”
AN
Ana I. A.
Owner/CPA
“This was great timing. I have 3-4 new tax clients. I did two years of bookkeeping for a client in just a few hours, including setup and reconciliation.”
AN
Angie H. Z.
Accountant & Bookkeeper
“DocuClipper makes it so easy to convert my clients' PDF statements into usable CSV files. Saves me tons of time ensuring their accounting records are complete when data has been lost or is missing.”
JE
Jennie S.
CPA/Owner
“I love how much time it saved me. Having the ability to export client statements into one useable document saved me hours and hours of time.”
AL
Alice W.
Lead Bookkeeper & Consultant
“Fast conversion of most PDF statements into Excel. No steep learning curve, and the reconciliation feature acts as a self-check.”
NI
Nikolay A.
Frequently asked questions
Every statement is checked against the bank's printed opening and closing balances. The ones that don't tie out are flagged, so you know which month is off before anything is booked, and you review those instead of every row. Upload a client's whole year in one batch; client bank data stays in a SOC 2 Type II audited system.
Yes. Every plan includes unlimited users at no extra cost, so preparers, reviewers and partners each get their own login. There is no fee per user or per client.
Every bank. We don't use templates — DocuClipper reads the structure of any bank statement automatically, including community banks and credit unions.
Yes. DocuClipper runs OCR on scanned and image-only PDFs and extracts transactions with the same accuracy as digital PDFs.
99.9% field-level accuracy on bank statements, verified against ending balance reconciliation. Statements that don't reconcile are flagged for review.
Yes. Upload as many statements as you want — each becomes its own Excel file, or you can combine months into one for analysis.
Yes. DocuClipper is SOC 2 Type II audited, uploaded files are encrypted in transit and in storage, and you can delete a client's files at any time. Client files are never used to train third-party AI models. Our security page lists everything your firm's vendor file needs: the SOC 2 report, DPA and sub-processor list.
Plans start at $29/month for 60 pages, with a 14-day free trial. No credit card required to start.