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Instantly transform PDF bank statements into accurate spreadsheet data.

Parse your balances, date range, and transactional data accurately, every time. Never pay for inaccurate data extraction again!

File Converter Dashboard

Universal PDF Parsing

Automatically parses bank statement PDFs from any institution. No need for manual data entry or custom templates.

Accurate Data Extraction

Only pay for accurate data extraction. Unlike our competitors, we stand behind our software's capabilities.

Seamless AutoReconciliation

Extracted transactions feed directly into our AutoReconciliation engine, streamlining your month-end close.

Organized File Management

Manage all your financial documents in a secure, folder-based system with upload capabilities.

How It Works

From PDF to structured data in four simple steps

1

Upload Files

Drag and drop your bank statement PDFs or upload in bulk

2

AI Extraction

Our parser automatically extracts transactions and metadata

3

Verify Data

Review extracted transactions in a clean, organized view

4

Auto-Reconcile

Transactions flow directly into reconciliation workflows

See the complete workflow

Watch how uploaded PDFs become reconciliation-ready data in seconds

Upload
Parse
Verify
1
Upload

Drag & Drop Upload

Simply drag your PDF bank statements into the upload zone. Supports uploads from any bank.

2
Parse

AI-Powered Extraction

Watch your PDF bank statement transform into clean, structured spreadsheet data. Every transaction, date, and balance extracted automatically.

3
Verify

Review & Verify

Review the extracted data and validate for any errors. Flag transactions that need attention before reconciling.

Drag & Drop Upload
AI-Powered Extraction - After
AI-Powered Extraction - Before
Before
After
Review & Verify

Why use our File Converter?

Stop manually typing data from PDFs. Automate your workflow.

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  • Eliminate manual data entry errors
  • Securely store and organize original documents
  • Instant integration with reconciliation workflows
  • Support for closing balances and opening balances
  • Flag transactions for review
  • Export extracted data to CSV
Company Logo

Equility’s bank reconciliation wizard turned a messy, hour-long process of reconciling my business accounts into an automated, 5-minute solution.

Jeff Chadwick

Chadwick Creative
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Where has this been all my life!

Lisa Culverwell

Miss Elsie’s Bookkeeping

Integrates seamlessly with the tools you already rely on.

Integration with

FAQ

What file formats do you support?

We currently support PDF bank statements from major financial institutions. Our parser creates structured data from standard PDF layouts.

Is my data secure?

Yes, all uploaded files are encrypted and stored securely. Access is controlled via robust permissions.

Analytics and Reporting

Optimize Your Financial Processes

Streamline financial reviews and bank reconciliation with our platform. Gain actionable insights, automate workflows, and manage everything seamlessly in one place.

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