BUILT FOR US ACCOUNTANTS & BOOKKEEPERS

Stop retyping Chase and Bank of America statements into a spreadsheet.

Upload any US bank statement PDF and get a clean Excel file or QuickBooks/Xero-ready CSV in 15 seconds — with debits and credits split, dates normalized, and running balance preserved. No card needed to try 30 pages a month.

Try BankXL free See plans
Works with Chase, BofA, Wells Fargo, Citi & Capital One
Plans from $8/mo
No data retained after conversion
THE OLD WAY IS BROKEN

What accountants tell us they want to stop doing.

Stop manually keying in every line of a client's Chase or Wells Fargo statement
Skip re-typing PDF statements just to get a CSV your bookkeeping software accepts
End the copy-paste-and-reformat routine every time a new client sends a PDF instead of a bank feed
Get staff off data entry during month-end close and tax season
THE ACCOUNTANTS WORKFLOW WITH BANKXL

Every scenario you deal with, streamlined.

Monthly bookkeeping close
BEFORE
Client emails a PDF statement → you open it, type 100-300 rows into a spreadsheet, fix formatting, then import.
WITH BANKXL
Upload the PDF to BankXL → download a clean Excel or CSV with debit/credit columns and running balance → import in minutes.
QuickBooks / Xero import when there's no bank feed
BEFORE
Some banks or account types don't support a live feed, so you're stuck typing transactions by hand.
WITH BANKXL
Export the statement as CSV, formatted for a standard bank-transaction import — drop it straight into QuickBooks Online, QuickBooks Desktop, or Xero.
Onboarding a new client with a year of history
BEFORE
Twelve monthly PDFs across two or three accounts — days of manual entry before you can even start reconciling.
WITH BANKXL
Batch-upload every statement, convert in parallel, and start reconciling the same day.
Tax season document prep
BEFORE
Clients send scanned or downloaded statements as PDFs; you retype relevant transactions for schedules and worksheets.
WITH BANKXL
Convert to Excel or JSON and pull exactly the transactions you need without re-keying anything.
WHAT ACCOUNTANTS GET

Everything a modern practice needs.

QuickBooks & Xero-ready CSV export
Download a standard CSV formatted for QuickBooks Online, QuickBooks Desktop, and Xero bank-transaction import — no manual column mapping or reformatting needed.
Priced for solo bookkeepers and small firms
Free plan covers 30 pages a month. Pro is $8/mo for 800 pages — a fraction of what enterprise document-AI platforms like Nanonets or Docsumo charge for comparable volume.
Works with every major US bank
Chase, Bank of America, Wells Fargo, Citibank, Capital One, U.S. Bank, and hundreds more regional and community banks.
Excel, CSV, or JSON output
Excel with color-coded debits/credits and a summary sheet, CSV for any bookkeeping tool, or JSON if you're building your own pipeline.
Scanned statements supported
Faxed or scanned PDFs, older statement formats, and image-based files convert at 95%+ accuracy using built-in OCR extraction.
Nothing is retained
Statements are processed in memory and discarded after conversion. No long-term storage, no data used for training, no sharing with third parties.
FAQ FOR ACCOUNTANTS

What accountants usually ask.

How is BankXL different from Nanonets or Docsumo?

Nanonets and Docsumo are general-purpose document-AI platforms priced for enterprise volume, often with per-page or per-workflow pricing that adds up fast for a solo bookkeeper or small firm. BankXL is purpose-built for one job — bank statement PDFs — and starts at $8/mo for 800 pages, with a free tier to test output quality before you pay anything.

Can I import the output directly into QuickBooks or Xero?

Yes. Choose the CSV export, which is formatted as a standard bank-transaction file that QuickBooks Online, QuickBooks Desktop, and Xero all accept for manual bank statement import.

Which US banks are supported?

Chase, Bank of America, Wells Fargo, Citibank, Capital One, U.S. Bank, and hundreds of regional and community banks. If a statement doesn't convert cleanly, email support@banlxlai.com and we'll tune it.

Is there a free plan to test accuracy first?

Yes — 30 pages every month with no credit card required. Convert a couple of real client statements and check the output before committing to a paid plan.

How accurate is the conversion?

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.

Is client financial data kept secure?

Files are processed over encrypted connections and deleted after conversion — nothing is retained, shared, or used to train any model. Email support@banlxlai.com if you need details for a client engagement letter.

Do you support bulk upload for multiple clients?

Yes. The Firm plan supports batch upload so you can convert statements for several clients or accounts in one pass instead of one at a time.

Related to your workflow:

Chase Statement ConverterBank of America ConverterBank Reconciliation GuideBankXL vs Nanonets

Start free. Convert a real client statement.

30 pages every month, forever, no credit card. Upgrade only when your practice needs more.