General Ledger + Converter in one subscription.
See pricingRANKING · BANK STATEMENT CONVERTERS · 12 TOOLS
The best bank statement converter is ZeraBooks, because it proves every account against the statement’s printed opening and closing balances before you download. The ZeraBooks bank statement converter reads bank, card, check, invoice, brokerage and financial statements, makes QuickBooks-, Xero- and Sage-ready files, and costs $79 a month billed annually for 1,000 pages. Eleven others are ranked below.
We make ZeraBooks · 7-day trial · 1,000 pages a month from $79/month billed annually
THE RANKING
Twelve tools people use to turn statement PDFs into rows, ranked on the job a statement needs: rows you can trust, in a file your software takes, at a price you can read before you buy. Prices are U.S. list prices from each vendor’s own page; we make ZeraBooks.
| # | Tool | Best for | Starts at | Checks the statement |
|---|---|---|---|---|
| 1 | ZeraBooks | Anyone converting statements for books | $79/mo billed annually, 1,000 pages | Every account proven to the printed balances |
| 2 | DocuClipper | Teams that want QBO, OFX or IIF files | $29/mo for 60 pages | Says it runs reconciliation checks on the output |
| 3 | MoneyThumb | Quicken and QuickBooks Desktop users | $24.95/mo for 5 conversions | Automatic reconciliation against the statement’s summary totals |
| 4 | ProperSoft | A desktop app on one computer | $19.99/mo, unlimited pages | You review, edit or exclude each transaction before converting |
| 5 | Lido | Mixed documents into a spreadsheet | $29/mo for 100 pages | Not stated on its pricing page |
| 6 | AutoEntry | Bookkeepers already paying in credits | $13/mo for 50 credits (16 statement pages) | Not stated on its pages |
| 7 | Dext | Receipt users adding a few statements | $13/mo add-on for 50 statements | Not stated on its pages |
| 8 | Hubdoc | Xero subscribers | $12/mo per organization | Errors when totals don’t match; Canada and U.S. statements only, up to 100 pages |
| 9 | Nanonets | Teams building document workflows | Free $50 in credits, then $100/mo | Its own guide says to compare the extracted rows with the original PDF |
| 10 | Veryfi | Developers calling an API | Free 100 docs/mo; paid from $500/mo | Returns beginning and ending balances; its own “99.9%” accuracy claim |
| 11 | Bank Statement Converter (bankstatementconverter.com) | One page now and then | Free 1 to 5 pages a day | Not stated |
| 12 | Excel Power Query (Get Data from PDF) | A one-off digital PDF on Windows | Included in Excel for Windows | None |
Checked: ZeraBooks, Docsumo, Doxis, Bank Statement Converter and Lido on November 8, 2026; Nanonets, Dext, Hubdoc and AutoEntry on November 5; DocuClipper, MoneyThumb and ProperSoft on October 11; Veryfi on October 22; Excel on November 7.
We set you up and catch up your past months for free. Then ZeraBooks keeps your books done.
ZERABOOKS, ON THE SAME JOB
Ten sample statements from ten banks, fictional and each already proven to the cent against its printed balances. Tick them in ZeraBooks Convert, download once, and you get All details - 10 documents.csv: 140 transactions in one sheet, with the account and source file on every row.
The statements, ticked in Convert
The one file that downloaded
WHAT A MONTH COSTS
The four page-priced tools at three monthly volumes, on monthly billing, using the smallest plan that covers the pages. MoneyThumb (per statement), Dext and Veryfi (per document) and Hubdoc (per organization) count differently, so they are left out of this strip.
DocuClipper lists 30% off billed annually. At 1,000 pages a month, ZeraBooks billed annually costs less than any other plan here that covers the volume. Published prices, checked November 8, 2026: DocuClipper · AutoEntry · Lido.
SIDE BY SIDE
The five ranked highest, on what decides a statement job. The rival columns come only from each vendor’s published pages.
| Feature | Our pickZeraBooks Convert | DocuClipper | MoneyThumb | ProperSoft | Lido |
|---|---|---|---|---|---|
| Starting price | $149 a month, or $79 billed annually, for 1,000 pages | $29/mo for 60 pages | $24.95/mo for 5 conversions | $19.99/mo, unlimited pages | $29/mo for 100 pages |
| How you pay | By page | By page bundle | By conversion (one account, one month) | Flat, per user and device | By page |
| Balance check | Every account and cardholder proven to the cent against the printed balances | Says it runs reconciliation checks on the output | Automatic reconciliation against the statement’s summary totals | You review, edit or exclude each transaction before converting | Not stated on its pricing page |
| Files you get | Excel or CSV: Standard, Money in and out, QuickBooks-ready, Xero-ready, Sage-ready, All details | Excel, CSV, QBO, IIF, OFX, QFX, QIF | .qbo (Web Connect) for QuickBooks; QFX for Quicken; XLS or CSV for spreadsheets | QBO, IIF and QBJ for QuickBooks; QFX and QIF for Quicken; OFX, CSV and Excel | Excel and CSV |
| Also included | The ZeraBooks AI General Ledger with Autopilot and Ask Zera | Unlimited users, API | Payee name cleanup | Payee renaming rules | Up to 10 users on Scale |
Competitor facts from their public pages, checked November 8, 2026: DocuClipper · MoneyThumb · ProperSoft · Lido. Prices and features change; check each vendor before you buy.
THE VERDICT
The same twelve, with the reason each sits where it does. Each name links to our longer comparison where we have one.
Best overall. It reads the statement, then adds it up: opening balance plus every row must reach the printed closing balance for each account and cardholder, or the statement is marked Needs a look. Bank, card, check, invoice, brokerage and financial statements share one plan, and the AI General Ledger comes with it. See ZeraBooks pricing.
From $79/mo billed annuallyWebBalance proof
A web converter sold in monthly page bundles that also makes QBO, OFX, QFX, QIF and IIF files. At 1,000 pages a month it costs $219 against ZeraBooks’ $149; the DocuClipper alternative page works the price per page.
$29/mo for 60 pagesWebPage bundles
Counts one account on one monthly statement as a conversion, so a firm with many small accounts pays per account, not per page. Compared on the MoneyThumb alternative page.
$24.95/mo for 5 conversionsOnline and desktopPer conversion
ProperConvert runs on your own computer with unlimited pages for one user and device, and you review each transaction on screen. More on the ProperSoft alternative page.
$19.99/mo, unlimited pagesDesktopPer device
Reads any document into a spreadsheet. Its Standard plan stops at 100 pages, and the next published plan is $7,840 a year, which is where a growing statement workload lands. Ranked for spreadsheets on the best PDF to Excel converter for bank statements page.
$29/mo for 100 pagesWebPer page
Charges 3 credits for every statement page uploaded, blank pages and summaries included. Plans by volume are on the AutoEntry alternative page.
$13/mo for 50 credits (16 statement pages)Web3 credits a page
Bank statements are an add-on to a receipts product, one account per file, and scans can take up to 24 hours. Compared on the Dext alternative page.
$13/mo add-on for 50 statementsWebAdd-on
Priced per organization, so a firm pays for every client it sets up, and it reads U.S. and Canadian statements up to 100 pages. See the Hubdoc alternative page.
$12/mo per organizationWebPer organization
A workflow platform paid in credits, with no per-page price for a statement. Its own guide tells you to check the rows against the PDF; the Nanonets alternative page shows what ZeraBooks checks for you.
Free $50 in credits, then $100/moWeb and APICredits
An API for developers at $0.25 a statement, with paid use starting from a $500 monthly minimum. Reviewed in full in our Veryfi review; switching options are on the best Veryfi alternatives.
Free 100 docs/mo; paid from $500/moAPIPer document
Free for a page or five a day, which suits a single short statement. Free options are ranked on the best free bank statement converter page.
Free 1 to 5 pages a dayWebDaily limit
Already inside Excel for Windows, it brings each table and page in separately for you to stitch together, and it can’t read a scan. Compared in ZeraBooks vs Excel Power Query.
Included in Excel for WindowsWindowsNo check
RANKINGS BY JOB
The overall ranking above answers the general question. These rankings answer the narrower ones buyers ask, each with its own criteria and test.
Rows you can sort and total in Excel: the best PDF to Excel converter for bank statements.
A file your accounting software accepts on the first try: the best PDF to CSV converter for bank statements.
Many clients, one price per page: the best bank statement converter for accountants.
What each free tier really gives you: the best free bank statement converter.
APIs and document AI platforms: the best bank statement extraction software.
Scans and photocopies saved as PDF: the best scanned bank statement converter.
Statements into QuickBooks Online or Desktop: the best bank statement converter for QuickBooks.
What “AI” means in each converter, and who backs an accuracy claim: the best AI bank statement converter.
Switching off a platform you outgrew: the best Docsumo alternatives and the best Klippa alternatives.
HOW WE RANKED
Accuracy claims like “99.9%” rarely say how they were measured, so we ranked on what you can check yourself.
Opening balance plus every row must equal the printed closing balance. A converter that runs this per account tells you when it misread a line; one that doesn’t leaves the adding up to you.
Look for the columns your software takes, such as a QuickBooks-ready, Xero-ready or Sage-ready CSV, so nothing has to be reshaped before the import.
Per page, per statement, per document, per organization or by quote. A 12-page statement is 12 pages on a page plan, 36 AutoEntry credits and 1 MoneyThumb conversion.
Converting is usually the first step of bookkeeping. A converter that comes with a general ledger skips the import entirely.
Scanned PDFs, several accounts in one PDF, card statements with several cardholders, a year of statements in one file.
THE CHECK THAT DECIDES IT
A converter that misreads one digit hands you a spreadsheet that looks perfect and is wrong. Adding it up against the bank is the only quick way to know.
PROVEN TO THE CENT
ZeraBooks Convert proves every account on a statement, and every cardholder on a card statement, against the balances the bank printed. One that doesn’t add up is marked Needs a look before you download it. The full walk-through is on convert a bank statement to Excel.
READY-MADE FORMATS
Standard, Money in and out, QuickBooks-ready, Xero-ready, Sage-ready or All details, as Excel or CSV, split by account or cardholder. The CSV layouts are on convert a bank statement to CSV.
MORE CONVERTER RANKINGS
No vendor publishes an independent accuracy test, so “most accurate” claims can’t be compared. ZeraBooks replaces the claim with a check you can see: each account is proven against the statement’s printed balances, and a statement that doesn’t tie is flagged. Try it on a statement you know well during the 7-day trial.
Yes, with limits. Bank Statement Converter gives 1 to 5 free pages a day, Lido 50 free pages, and the ZeraBooks bank statement converter is paid, included in the subscription, with a 7-day free trial of 1,000 pages. The best free bank statement converter ranking lists every free tier side by side.
DocuClipper, MoneyThumb and ProperSoft make .QBO files. ZeraBooks makes a QuickBooks-ready CSV for QuickBooks Online’s bank upload, from a statement already proven to the cent; the best bank statement converter for QuickBooks ranking covers both routes.
For a one-off digital PDF, maybe. Neither adds up the result against the statement. See ZeraBooks vs Adobe Acrobat.
ZeraBooks reads scans saved as PDF, and so do DocuClipper, MoneyThumb, AutoEntry, Dext and Hubdoc, each with its own limits. Scans misread more often, which is when the balance proof earns its keep; the scanned bank statement to Excel guide shows how.
ZeraBooks doesn’t: you upload the statement PDF your bank gives you, up to 50 MB and 500 pages a file. Check each tool’s own page for the others.
FREE SETUP + CATCH-UP
Upload a statement you know well and see whether it ties. After the trial, 1,000 pages a month cost $79 a month billed annually, and the same plan includes AI bookkeeping on a general ledger. Analyzing statements for a forensic matter? See the best bank statement analysis software.