Step-by-step export guides for every major US bank — money centers, regionals, neobanks. Drop the PDF, get a clean spreadsheet or QuickBooks-ready file. No upload, no signup, no row limit.
Per-bank export steps, format quirks, and FAQs.
Dedicated guide not up yet? The universal converter parses text-based PDFs from virtually every US institution.
Every major US bank that issues text-based PDF statements — Chase, Wells Fargo, Bank of America, Citi, Capital One, American Express, US Bank, PNC, Truist, TD Bank, Fifth Third, Regions, Ally, Discover, SoFi, and most credit unions. Dedicated guides exist for the top 8.
Yes. The CSV export preserves date, description, amount, and running balance — exactly what your CPA needs for Schedule C, Schedule E, or 1099 reconciliation. The data never leaves your browser.
Yes — use the PDF → QBO tool for QuickBooks-ready files, or export OFX/QFX for Quicken, Mint, and YNAB imports.
Yes. US credit card PDFs (Chase Sapphire/Freedom/Ink, Amex Platinum/Gold, Capital One Venture/Quicksilver, Citi Double Cash, Discover) all parse with the same one-click flow as checking accounts.
Most US banks keep 7 years of PDFs in online banking. The converter doesn't care about the date — drop any PDF in and it parses.