Standardize across diverse statement formats
Create a consistent extraction output even when clients use different banks and statement layouts.
Agency Workflow
Convert statements across multiple bookkeeping clients
Use one workflow to convert and standardize statement data across multiple client accounts for agencies and bookkeeping firms. Upload a statement on this page and test the workflow directly instead of bouncing back to the homepage.
Guest mode supports one-page PDFs so you can validate the output before signing up.Sign in for multi-page uploads and 24-hour history.
Processing status
Waiting for a file
What happens next
- 1. Statement is parsed and verified.
- 2. CSV, Excel, and JSON exports are generated.
- 3. A preview is shown below before download.
Why Parse My Statement fits agency workflow workflows
Built for teams that need a practical statement conversion flow, not a static content page.Scale operations with less friction
Repeatable conversion steps reduce per-client manual effort and make onboarding new clients easier.
Improve team handoffs
Structured, predictable exports help multiple operators review and process files with fewer rework cycles.
Customer proof
What users say about convert statements across multiple bookkeeping clients and related workflows.Faster assignment submissions
ParseMyStatement helped me clean messy bank statement exports in minutes. I upload a PDF, review transactions, and submit accounting sheets without manual cleanup.
Vedant Oza
Master's Student, University of Southern California
Rated 5/5
Reliable formatting every run
The output structure is consistent across statements, which makes downstream analysis much easier. It has saved me significant time on repetitive reconciliation work.
Yash Shimpi
Data Scientist @ Amex, IIT BHU
Rated 5/5
Useful for recurring finance workflows
I use ParseMyStatement to convert statements to clean rows before monthly reviews. The preview step catches issues early and reduces rework.
Viraj Shah
Analyst @ ICICI Bank, MBA
Rated 5/5
Simple and production-friendly
I needed quick statement parsing without building a custom pipeline for my personal finance. ParseMyStatement gave me structured exports with minimal setup.
Venkatesh BR
Product Designer @ Blinkit
Rated 5/5
Pricing
Use guest mode for a quick test or upgrade when statement conversion becomes a recurring workflow.Free
$0
Try the product before paying.
- Guest mode: 1-page uploads only
- Strict rate limiting
- No saved history
Pro 400
$15 / month
For consistent monthly workflows.
- Up to 400 pages per month
- Saved conversion history
- Fast CSV, Excel, and JSON exports
Scale 1000
$30 / month
For high-volume production usage.
- Up to 1000 pages per month
- Higher monthly capacity
- Priority conversion throughput
Agency Workflow FAQs
Convert statements across multiple bookkeeping clients and export details.Can agencies use this for many clients?
Yes. It is designed for teams handling multiple client books.
Does it help keep output consistent?
Yes. The conversion process is built around stable transaction formatting.
Can teams export in multiple formats?
Yes. CSV, Excel, and JSON exports are available.