OVERVIEW

Getting Started

StatementParse converts bank statement files into perfectly formatted CSV imports for accounting software — in under 60 seconds.

01

Upload your file

Go to the Dashboard and drag-and-drop or click to upload. Supports PDF, CSV, OFX, and QIF from any bank.

02

Let the pipeline run

The 7-stage AI engine extracts, validates, and reconciles every transaction automatically. Watch progress in real time.

03

Export & import

Select your accounting platform and download a ready-to-import CSV. No editing required.

Free tier: Includes 50 free page credits with no credit card required. Upgrade anytime for unlimited exports.

INPUT

Supported Formats

StatementParse accepts the following file types. You can upload up to 12 files per session on the Pro and Practice plans.

PDF
Digital and scanned bank statement PDFs
Multi-page, password-protected supported
CSV
Comma-separated value exports from online banking
Bank-specific column detection
OFX
Open Financial Exchange format
Used by most US banks
QIF
Quicken Interchange Format
Legacy format, fully supported

Scanned PDFs: Image-based statements are processed using visual grid analysis. Ambiguous characters are flagged for manual review before export.

ENGINE

The 7-Stage Pipeline

Every file runs through all seven stages automatically. You can watch them execute in real time on the Dashboard.

1
Triage & Routing
Detects file type, PDF quality (Q1–Q5), and whether content is digital or scanned. Routes to the correct extraction strategy.
2
Data Extraction
Extracts raw rows using bank-specific parsing rules from 50+ institutions. Handles multi-column layouts, CR/DR suffixes, and section-based formats.
3
Normalisation
Standardises dates (ISO 8601), amounts (decimal, no currency symbols), and description fields across all bank formats.
4
Pending Filter
Removes pending, provisional, and duplicate transactions that have not yet settled. Prevents import of non-final rows.
5
Reconciliation
Verifies opening balance → transactions → closing balance page-by-page. Flags any pages where the maths doesn't balance.
6
Quality Validation
5-point QA check: completeness, sign consistency, date ordering, duplicate detection, and suspicious outlier flagging.
7
Format & Export
Restructures the cleaned dataset into the exact column order, date format, and sign convention required by your selected accounting platform.
OUTPUT

Export Platforms

Each platform has its own column structure, date format, and sign convention. StatementParse formats the CSV correctly for each one automatically.

QuickBooks Online
Columns Date, Description, Amount
Date MM/DD/YYYY
Notes Negative amounts for debits
Xero
Columns Date, Description, Debit, Credit
Date DD/MM/YYYY
Notes Separate debit/credit columns
Sage Accounting
Columns Date, Description, Money in, Money out
Date DD/MM/YYYY
Notes Money in / Money out labels
MYOB
Columns Date, Memo, Amount, GST Code
Date DD/MM/YYYY
Notes GST codes auto-assigned (AU/NZ)
Zoho Books
Columns Date, Description, Debit, Credit, Balance
Date YYYY-MM-DD
Notes Running balance included
Wave
Columns Date, Description, Amount
Date YYYY-MM-DD
Notes Negative for money out
FreshBooks
Columns Date, Description, Amount
Date MM/DD/YYYY
Notes Standard CSV import
FreeAgent
Columns Date, Description, Amount
Date DD/MM/YYYY
Notes Positive for credits