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Features

Everything CapyParse does with a bank statement.

Turn PDF statements, scans and photos into checked, categorized transactions, ready for QuickBooks, Xero or Excel.

Start free with 10 pagesTry the free converter

Projects

Put a year of bank statements for a client in one project, see missing months at a glance and export the year as one file.

See how projects work
A CapyParse project for Maple Street Bakery holding eleven monthly statements from Harborline Community Bank, with a month checklist that marks June 2025 as missing.
The CapyParse statement view: the January 2025 Harborline statement with every transaction marked on the page, beside a Verification tab that shows all checks passed and a difference of $0.00.

Balance checks

Every converted statement is checked against its own opening, closing and running balances, and anything that does not add up is flagged.

See how it works
The CapyParse review grid for Maple Street Bakery: 258 transactions with clean payee names such as Rosewood Properties, and categories marked AI until reviewed.

AI categorization

Categorize bank transactions with each client's own category list. Saved payee rules run first, AI fills the rest, and every guess is marked for review.

See how it works
The CapyParse review editor for Maple Street Bakery with the AI Assistant panel open, offering prompts such as Summarize spending by category.

Review editor

Fix dates, flip directions and clean payees across a whole statement or year, or ask the AI for changes in plain English, with full undo history.

See how it works
The export dialog for the Maple Street Bakery project: eleven statements combined into one CSV of 258 transactions, with a preview of the date, description, amount, source file, account and statement columns.

Export formats

Export one statement or a whole year as CSV, Excel, QBO, QFX or OFX for QuickBooks, Xero, Quicken, Sage, Wave or a spreadsheet.

See how it works

From a folder of PDFs to the books. A client sends a year of statements. Here is the job, start to finish.

  1. 1Collect the statements in one projectUpload the whole year at once. Missing or duplicate months show up straight away, while there is still time to ask the client.
  2. 2Check every statementEvery conversion is checked against the statement's own balances, so a dropped or misread row is caught before it reaches the books.
  3. 3Categorize with the client's accountsRules handle the vendors you have seen before, AI suggests the rest from the project list, and every guess stays marked until you accept it.
  4. 4Clean up and reviewFix dates, signs and payee names in bulk, with a history the reviewer can read and restore from.
  5. 5Import into the booksExport the year as one CSV, Excel, QBO, QFX or OFX file for QuickBooks, Xero, Quicken, Sage, Wave or a spreadsheet.

Also included. The rest of what CapyParse handles.

  • Scans and phone photos

    Paper statements, scanned PDFs and photos taken on a phone convert like digital PDFs.

  • Several accounts in one PDF

    Consolidated statements are split so each account gets its own table, its own checks and its own export.

  • Credit card and investment statements

    Card statements keep charges and payments the right way round, and investment statements come out as clean tables.

  • 1,000+ banks

    Big banks, credit unions and banks in Canada, the UK and South Africa, in English or French, with no templates to set up.

  • API and MCP server

    Convert statements from your own software or an AI agent, with a page and line citation on every transaction.

  • Private and secure

    Encrypted in transit and at rest, scoped to your team, and never sold.

Try it on your own statements.

Your first 10 pages are free, with no card needed.

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