Bank statement to Excel converter for accountants
Year-end packs, catch-up bookkeeping, forensic reviews — every engagement starts with a pile of PDF statements. Rowvert turns each one into a clean, balance-checked spreadsheet so your team starts from data, not from retyping.
Free for 1 page a day without an account · 5 pages a day with a free account · No card needed
Sound familiar?
- Clients send statements as PDF, not CSV, and bank feeds don't reach back far enough.
- Manual keying costs 20–40 minutes per statement and introduces errors that surface at reconciliation.
- Generic PDF-to-Excel tools merge columns, lose signs and break on multi-line descriptions.
What you get back
| A · Date | B · Description | C · Debit | D · Credit | E · Balance | |
|---|---|---|---|---|---|
| 1 | 2026-08-02 | CARD PURCHASE 08/01 STARBUCKS #2231 NEW YORK NY | 6.85 | 4,805.55 | |
| 2 | 2026-08-03 | ACH DEBIT CON EDISON UTILITY PAYMENT | 142.19 | 4,663.36 | |
| 3 | 2026-08-04 | ZELLE PAYMENT FROM J. MARTINEZ | 350.00 | 5,013.36 | |
| 4 | 2026-08-08 | DIRECT DEPOSIT ACME CORP PAYROLL | 3,240.00 | 7,664.94 | |
| 5 | 2026-08-12 | CHECK #1042Verify — read from image | 130.00 | 7,534.94 |
Why accountants & cpas use Rowvert
Reconciled by design
Opening + credits − debits must equal the closing balance on every file. Mismatches are flagged, never silently imported.
Accounting-ready exports
Excel with typed dates and numbers, standard CSV, or QuickBooks / Xero import files.
Client data handled properly
PDFs are never stored; extracted data is encrypted and deleted after your retention window. Data-processing terms included for firms.
Scales with the season
Professional (1,200 pages) and Business (5,000 pages + API) plans for busy months; a 100-page pack for one-off jobs.
Questions from accountants & cpas
Can my whole team use one account?
Yes — a Business plan can be shared by a firm, and the API lets you plug conversion into your own workflow. Enterprise plans add SSO and volume pricing.
Do you sign a data-processing agreement?
Our Privacy Policy includes Article 28-style processor terms; a countersigned DPA is available on request.
What about statements from small or foreign banks?
There are no bank templates: any layout, language or currency is read from the statement itself.