Stop manually typing Wells Fargo transactions. Upload your Wells Fargo statement PDF and get a clean, formatted Excel file instantly — with all transactions, dates, and balances extracted automatically.
Log into Wells Fargo Online → Accounts → select account → Statements & Documents → Download PDF. Or use the Wells Fargo Mobile app → Menu → Statements.
Yes. Export as CSV and import directly into QuickBooks Online, QuickBooks Desktop, or Xero.
Yes — Initiate Business Checking, Navigate Business Checking, and business savings statements are all supported.
Every row is checked against the running balance printed on the statement: the previous balance plus the credit minus the debit must equal the balance on that row. A misread figure fails the check at that row and is flagged in the Excel file before you download it, so you know exactly what to look at.
The free plan includes 30 pages/month. Pro ($8/mo) gives you 800 pages/month — enough for most individuals and small businesses.
Free 30 pages every month. No credit card required. Works with all Wells Fargo account types.