Guides
How to Import a Bank Statement into FreshBooks (PDF to CSV)
FreshBooks only imports CSV — not PDF. Convert your bank statement to a clean CSV, with every balance verified, and upload it into FreshBooks in a couple of minutes.
Guides
How to Import a Bank Statement into Sage (Sage 50 & Business Cloud)
Sage can't read a PDF. Convert your bank statement to CSV or OFX — with every balance verified — and import it into Sage 50 or Sage Business Cloud Accounting.
Guides
How to Import a Bank Statement into Wave (CSV or OFX)
Wave can't read a PDF. Convert your bank statement to CSV or OFX — with every balance verified — and upload it into Wave Accounting in a couple of minutes.
Guides
How to Convert Bank Statements to Excel for a Loan or Mortgage Application
Lenders ask for months of PDF statements. Convert them to Excel — every balance verified — to total income, average deposits, and hand your broker or underwriter clean numbers.
Guides
How to Convert Bank Statements to Excel for Taxes
At tax time you need a year of statements as categorized numbers, not PDFs. Convert them to Excel — every balance verified — to total income and expenses for your return.
Guides
How to Convert a Barclays Statement to Excel, Xero or QuickBooks
Turn a Barclays statement PDF into Excel, CSV, or a Xero/QuickBooks-ready file — every balance verified — including older statements you can only download as PDFs.