Toolbox

All the small finance tools you need.

A focused set of utilities for bank statements and CSV files. Free, no signup, and every tool runs in your browser unless it explicitly says "AI".

PDF → CSV / Excel / JSON

Drop any bank statement PDF, get clean tabular data in seconds.

High demand

PDF → QuickBooks (QBO)

Bank statement PDF straight to the CSV shape QuickBooks Online & Desktop accept.

New

PDF → Xero CSV

Strict column order Xero requires, locale-aware dates, MTD-safe.

New

Bank Statement → Excel

Convert PDF statements into an Excel-ready CSV for auditing and analysis.

New

OFX / QFX / QBO → CSV

Convert Quicken, QuickBooks, and Mint exports to a clean spreadsheet.

Treasury

CAMT.053 → CSV

ISO 20022 XML bank statements to ERP-ready CSV. SEPA, IBAN, BIC preserved.

Treasury

MT940 → CSV

Legacy SWIFT statements parsed — :61: / :86: tags mapped to columns.

New

QFX → CSV

Quicken Web Connect files to clean spreadsheet — every US bank & brokerage.

New

OFX → QBO

Repack OFX or QFX into a QuickBooks Desktop Web Connect file.

New

CSV → QBO

Any bank CSV into a QuickBooks Desktop import — auto-mapped, stable FITIDs.

High demand

PayPal → QuickBooks / Xero

Splits gross / fee / net, handles multi-currency. The fix for PayPal's messy export.

Treasury

CAMT.053 validator

ISO 20022 schema + business-rule checker. Catches bank-rejection errors first.

CSV → Excel / JSON

Convert any CSV file into Excel or JSON without uploading it.

CSV cleaner & deduper

Trim whitespace, normalize dates, fix amount signs, remove duplicate rows.

Statement merger

Combine multiple PDFs and CSVs into one sorted, deduplicated CSV.

AI spending categorizer

Auto-tag each transaction (Groceries, Rent, Income…) and see a monthly summary.

Why we built these tools

Bank statements are a pain to work with. PDFs look nice but are terrible for analysis. Spreadsheets are powerful but require manual cleanup. These tools bridge the gap — turning locked PDFs into usable data, and messy CSVs into clean datasets, all without ever uploading your files.

Privacy first

Everything runs in your browser. No server sees your data.

Truly free

No signup, no usage caps, no watermarks, no catch.

Fast & simple

Most conversions complete in under a second. Drop, done.

Works everywhere

Any modern browser on desktop, tablet, or phone.

Common workflows

1. Convert → Clean → Analyze

Drop a PDF into the converter, download CSV, then run it through the CSV Cleaner to normalize dates and amounts. Finally, open in Excel or Google Sheets for analysis.

2. Multi-month reporting

Drop 12 monthly statements into the Merger. Get one chronological CSV sorted by date with duplicates removed. Perfect for year-end accounting.

3. Quick spending review

Upload a single statement to the AI Categorizer. See exactly how much you spent on groceries, dining, subscriptions, and transport in seconds.

4. Format switching

Have a CSV but need Excel for a client? Or JSON for an API? The CSV Converter handles both in one drop.

Frequently asked questions

Do I need to create an account?

No. Every tool works immediately without registration, email, or login.

Is there a file size limit?

There is no hard server limit because nothing is uploaded. Very large PDFs (100MB+) may take longer to parse depending on your device's performance.

Are these tools really free?

Yes. The browser-based tools are free forever. The AI Categorizer uses a server-side AI model and is also free to use, subject to fair-use limits.

Can I use these for business?

Yes. You may use the output for personal, business, or accounting purposes. See our Disclaimer for limitations on accuracy.

My bank isn't listed. Will it work?

Probably yes. The PDF parser is layout-agnostic and reads the text stream directly. If your statement has selectable text, it will likely parse correctly.