Transform Bank Statements
Into Excel & CSV

Yes! We offer a completely free plan that includes 25 pages per month forever. No credit card required. You can also purchase credit packages to add more pages to any plan, including the free plan. Credits never expire and work across all plans.

Absolutely! You can purchase credit packages without any subscription. Credits work with free accounts and never expire. We offer packages from 50 to 2,500 pages. This is perfect for occasional use or seasonal businesses.

Each page of your PDF bank statement counts as one page. A 3-page statement uses 3 pages from your limit. We automatically detect the number of pages in your PDF during upload.

Our AI-powered technology processes bank statements with high accuracy. We use advanced OCR and machine learning to extract transactions, dates, amounts, and descriptions. For best results, ensure your PDF is clear and not a scanned image.

We currently support PDF and DOCX bank statements from most major banks. We're working on adding support for other formats like CSV and Excel files soon. Images (JPG, PNG) are also supported but may have lower accuracy.

Yes! We use enterprise-grade security measures including encryption in transit and at rest, secure file storage with limited access, and restricted access to authorized personnel only. However, no system is 100% secure.

Yes! You can change your plan at any time from your dashboard settings. Upgrades take effect immediately, while downgrades take effect at your next billing cycle. Your unused credits always remain in your account.

No, unused pages from your subscription plan expire at the end of each billing cycle and reset. However, credit packages never expire and can be used anytime across any month. This makes credits perfect for occasional use or when you need flexibility beyond your monthly subscription.

We support multiple export formats including Excel (.xlsx), CSV, JSON, and QBO (QuickBooks Online). You can choose your preferred format during the conversion process or download multiple formats for the same conversion.

Most conversions complete within 30-60 seconds depending on the document size and complexity. Bulk conversions may take longer. You'll receive real-time updates on the conversion progress.

Yes! After conversion, you can review and edit all extracted transactions before downloading. Our built-in editor allows you to correct dates, amounts, descriptions, and categories to ensure accuracy.

Yes, we support bank statements in multiple currencies including USD, EUR, GBP, CAD, AUD, and many others. Our system automatically detects the currency from your statement.

Subscription payments are generally non-refundable, but we may provide refunds at our sole discretion for technical issues that prevent service usage. Credit packages never expire and are non-refundable once purchased. We encourage you to use our free tier to evaluate the service first.

If a conversion fails, you won't be charged any pages or credits. Our system will provide feedback on what went wrong and suggestions for improving the upload. You can try again with an optimized file.

We delete files automatically based on your plan: Demo 24 hours; Free 3 days; Starter 180 days; Professional 365 days; Business 730 days; Scale/Enterprise have unlimited retention. We’re not a long‑term storage provider—please download your files within your retention window.

Yes. You can delete any conversion and its files at any time from your dashboard, or contact support for assistance. Once deleted, files are removed from active systems, and residual copies in automated backups are purged within a short period (typically up to 7 days).

No. We never use your documents or converted data to train or improve AI models. Your data is processed only to provide the conversion service to you.

Your files are stored securely with encryption and strict access controls. We partner with reputable infrastructure providers and follow industry best practices for data protection.