Combine Workbook
Merge multiple converted bank statements into a single Excel workbook. Each account gets its own tab, ready for import into your accounting software.
Try for one weekHow Combine Workbook Works
Select Conversions
Browse your completed conversions in grid or list view. Select the statements you want to combine — filter by client, date, or search by name.
Auto-Organize Tabs
Each selected conversion becomes a separate tab in the combined workbook. Account names, dates, and transaction details are preserved across all tabs.
Download & Import
Download the unified Excel file and import directly into QuickBooks, Xero, or any accounting software. One file, all accounts, zero manual merging.
When to Use Combine Workbook
Month-End Reconciliation
Combine checking, savings, and credit card statements for a single client into one workbook. All accounts side-by-side for faster reconciliation.
Multi-Period Reports
Merge quarterly or annual statements into a single file. Each month on its own tab for easy period-over-period comparison.
Client Deliverables
Build clean, professional workbooks to share with clients. Consolidated data in a single file, ready for review or audit.
Batch Import Prep
Prepare unified files for bulk import into accounting software. Multiple accounts merged into the format your platform expects.
Related Resources
Multi-Account Support
Automatically detect and separate multiple accounts within a single PDF.
Learn moreBatch Processing
Upload and process 50+ statements simultaneously with automated queue management.
Learn moreBank Statement Converter
Convert any bank statement PDF to Excel, CSV, or QBO with 99.6% accuracy.
Learn moreMonth-End Close
Accelerate month-end close with combined workbooks and batch processing.
Learn morePricing
Unlimited conversions for $79/month. No per-page fees, no volume limits.
View pricingReady to Merge Your Statements?
Combine unlimited conversions into unified workbooks. All included for $79/month.
Try for one week