Convert Bank Statement

Do you have to extract the transactions from your bank statement? Then categorize them so they can be recorded?

Drag and drop the bank statement into KeeperTools. Our app extracts and categorizes the transactions for you.

Download as Excel, CSV, or JSON file for custom processing.

1. Drag and drop the PDF bank statement.

2. Our app extracts and categorizes the transactions for your review.

Edit any fields.

3. Download as Excel, CSV, or JSON file.

Use as you wish. To upload to QuickBooks, copy and paste the data into a KeeperTools upload transactions template.