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Popular guides
Opening a password-protected PDF
Enter the document password at upload so protected files convert.
Using the API
Convert statements from your own code with a team API key.
Converting scanned statements with OCR
Photographed or scanned paper statements convert through OCR, at the same price as any other page.
Which format should I use? CSV vs Excel vs OFX/QFX
Pick the right export for your accounting tool.
Importing into Xero
OFX or CSV — getting statements into Xero bank accounts.
Data retention settings explained
Control how long extracted rows are kept for your team.
Importing into QuickBooks
Get converted statements into QuickBooks Online cleanly.
Convert your first statement
Upload a PDF, review the extracted rows and export.
All guides
Getting started
Formats & exports
- How currencies are handled
- Import Axis Bank statements into Tally
- Import Bank of America statements into QuickBooks Online
- Import Barclays statements into Xero
- Import Chase statements into QuickBooks Online
- Import HDFC Bank statements into Tally
- Import HSBC statements into Xero
- Import ICICI Bank statements into Tally
- Import Kotak statements into Tally
- Import Lloyds Bank statements into Xero
- Import Monzo statements into Xero
- Import NatWest statements into Xero
- Import PNB statements into Tally
- Import SBI statements into Tally
- Import Santander statements into Sage
- Import Wells Fargo statements into QuickBooks Online
- Importing into FreeAgent
- Importing into QuickBooks
- Importing into Quicken
- Importing into Sage
- Importing into Tally
- Importing into Wave
- Importing into Xero
- The CSV export, column by column
- Using the API
- Which format should I use? CSV vs Excel vs OFX/QFX