Statement Upload
Upload your bank statements in PDF format (CSV and images coming soon)
10 free pages - no credit card required
Convert Any Bank Statement to CSV, Excel, or QuickBooks
Upload your PDF bank statement and CapyParse's AI extracts every transaction automatically. Review your data in an interactive dashboard, then export to any format.
See How It Works
Three steps from PDF to clean, structured data you can use anywhere.
1
Upload Your Bank Statement
Drag and drop your PDF bank statement or click to upload. CapyParse supports statements from any US bank — Chase, Bank of America, Wells Fargo, and 1,000+ more.
- + Native PDF and scanned documents (OCR)
- + Upload multiple statements at once
- + Up to 10MB per file
2
Review Extracted Transactions
The AI extracts every transaction with dates, descriptions, merchants, and amounts. Review everything in an interactive table with search, sort, and summary totals.
- + 99%+ accuracy on digital PDFs
- + Income and expense totals calculated automatically
- + Side-by-side PDF view to verify data
3
Export to CSV, Excel, or QuickBooks
Choose your format and the columns you need. One-click QuickBooks-compatible export makes accounting imports effortless.
- + CSV, Excel (.xlsx), and QBO formats
- + Choose which columns to include
- + QuickBooks-ready with one click
Try It Free — 10 Pages Included
No credit card required. Results in seconds.
Streamline Your Financial Data
Everything you need to manage and analyze bank statements efficiently
AI Processing
Our AI automatically extracts and categorizes all transactions.
Flexible Exports
Export your data in JSON, CSV, or use our interactive spreadsheet viewer.
Analytics
Generate insights and visualizations from your data.
⚡️ Save 2+ Hours Per Statement
Skip the manual data entry and save over 2 hours per statement on average. Export in formats compatible with popular tax software or share organized statements directly with your accountant. Perfect for business expenses, investment tracking, and annual tax preparation.
US Bank Support
Our app is currently optimized to process bank statements from US financial institutions, with comprehensive support for all major US banks.
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Major Banks
Chase, Bank of America, Wells Fargo
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Regional Banks
PNC, US Bank, Capital One
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Credit Unions
Navy Federal, USAA, State Employees' Credit Union
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Online Banks
Ally Bank, Chime, Discover Bank
Coming Soon: Support for international banks and additional languages. We're working to expand our coverage globally.
Flexible Export Options
Export your bank statement data in multiple formats including CSV, Excel, and QuickBooks to seamlessly integrate with your accounting software.
✓
QuickBooks Compatible
Export directly to QuickBooks format with proper categorization for easy import
✓
Custom Field Mapping
Customize your export fields to match your specific accounting software requirements
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UTF-8 Support
Full support for special characters in transaction descriptions and categories
Supported Banks
CapyParse uses AI-powered extraction that adapts to any bank statement layout. No pre-built templates needed - it works with statements from any financial institution.
Chase
Bank of America
Wells Fargo
Citi
Capital One
PNC Bank
US Bank
TD Bank
USAA
Navy Federal
Ally Bank
Discover
Charles Schwab
Fidelity
Credit Unions
1,000+ More
Why Convert Bank Statements to CSV
Accounting Software Import
CSV is the universal format accepted by QuickBooks, FreshBooks, Wave, Xero, and virtually every accounting tool. Convert once, import anywhere.
Tax Preparation
Organize transactions for tax season. Filter by category, identify deductions, and share clean spreadsheets with your accountant.
Financial Analysis
Analyze spending patterns, track income, and create budgets using Excel or Google Sheets. PDF data becomes actionable in spreadsheet form.
Record Keeping
Maintain searchable, sortable transaction records. CSV files are easier to archive, search, and share than PDF bank statements.
Frequently Asked Questions
How do I convert a bank statement PDF to CSV?
Upload your bank statement PDF to CapyParse and the AI extracts all transactions automatically. You can then download the data as CSV, Excel, or QBO format. No manual data entry required - the entire process takes seconds.
Is the bank statement converter free?
Yes. CapyParse offers 10 free pages with no signup or credit card required. Simply upload your PDF and download the converted CSV. Paid plans start at $8/month for higher volume needs.
Which banks are supported?
CapyParse works with all major US banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, PNC, US Bank, and hundreds more. The AI adapts to any bank statement layout without pre-built templates.
Can I convert scanned or photographed bank statements?
Yes. CapyParse includes built-in OCR (Optical Character Recognition) that reads text from scanned documents and photographs. For best results, scan at 300 DPI or higher. Learn more about converting scanned statements.
What output formats are available?
CapyParse exports to CSV, Excel (.xlsx), and QuickBooks-compatible formats. CSV files are formatted for easy import into accounting software like QuickBooks, FreshBooks, Wave, and Xero.
Is my bank statement data secure?
Yes. All uploads are encrypted in transit via HTTPS. Files are processed and then automatically deleted. CapyParse does not store your bank statement data after processing is complete.
Bank-Specific Guides
Convert Chase Statements
Personal, Sapphire, Freedom, Ink Business
Convert Bank of America Statements
Checking, Savings, Cash Rewards
Convert Wells Fargo Statements
Checking, Way2Save, Active Cash
Convert Citi Statements
Priority, Citigold, Double Cash, Costco
Convert Capital One Statements
360 Checking, Venture, Quicksilver
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