Discover / Fintech
Fintech

StatementPilot

Convert a PDF bank statement into reconciled Excel, CSV or QBO

A closer look

StatementPilot turns bank and credit card statements into clean, accounting-ready data. Upload a PDF, scan or phone photo and it extracts every transaction using AI and OCR, with no bank-specific templates. Built-in reconciliation checks that opening balance plus transactions equals the closing balance and flags duplicates and out-of-period dates. Fix rows in an editable review table, then export to Excel, CSV, QBO, OFX, QIF or Xero CSV. Free for 20 pages a month.

Who it’s for

Accountants Bookkeepers Small businesses

Where it runs / features

  • Web

Listing details

Price

Freemium

To start

Account required

Imported from Findly.tools on 2026-10-18. Source statements have not been independently verified.

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