Exact Statement

Convert bank statement PDFs to CSV and Excel for QuickBooks Online and Xero.

About Exact Statement

Exact Statement is a web-based tool designed for converting PDF bank and credit card statements into structured CSV or Excel files. It supports both scanned and digital PDFs, with features such as OCR, batch uploads, and output formats tailored for QuickBooks Online and Xero. Users can preview and review extracted data before export, helping to catch errors or issues. The service is suitable for bookkeepers, accountants, business owners, and tax preparers who need to import financial data into accounting software or spreadsheets. Pricing includes a free tier for limited use and paid plans for higher volumes.

Best for: bookkeepers, accountants, small business owners, tax preparers

Key features

Converts PDF bank statements to CSV or Excel files for accounting workflows
Supports scanned statements using OCR technology
Allows batch upload of multiple PDF files up to 100 MB and 1,000 pages each
Provides a preview to review and flag issues before export
Exports files in QuickBooks Online and Xero-compatible formats
Normalizes and cleans transaction data automatically
Secure data handling with TLS and scheduled file cleanup

Use cases

Importing PDF bank statements into QuickBooks Online or Xero
Preparing client financial data for review by accountants
Organizing business finances in Excel spreadsheets
Processing bank statements for tax preparation

Pros

Free conversion of one page without sign-up and 5 free pages per day for registered users
Automatic refund of credits if a conversion fails

Limitations

Free and registered users can only process files one at a time; batch upload is paid only
Only PDF files are supported, up to 100 MB and 1,000 pages per file

Screenshots

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