Juggling a dozen clients means a dozen different bank formats to type up every month. BankXL converts any bank statement PDF into clean Excel or CSV instantly, so bookkeeping time goes into categorizing and reconciling, not retyping.
"I bookkeep for 14 small businesses. What used to eat my entire first week of the month now takes an afternoon."
Yes — export as CSV, formatted with clean date/description/debit/credit columns that most accounting software accepts directly on import.
Yes. The Firm plan supports bulk upload of up to 50 statements per batch and 5 team seats, priced for a small bookkeeping practice's volume.
Yes — every bank's statement converts into the same column layout (date, description, debit, credit, balance, reference), so your workflow stays the same regardless of which bank a client uses.
Scanned and image-based PDFs are supported at 95%+ accuracy, so you don't need to ask clients to re-send a "proper" digital copy.
Yes. Files are processed in memory and deleted immediately after conversion. Nothing is stored long-term or used to train AI models.
Yes — 50 free pages every month, no credit card. Convert a couple of real client statements to check accuracy first.
50 pages every month, forever, no credit card. Upgrade only when your practice needs more.