FinanceConvert
5 free pages — no credit card, no install

Bank statement converter for Excel, QuickBooks, CSV, and more.

Convert PDF bank statements, OFX, QFX, QIF, IIF, and CSV files into import-ready outputs for QuickBooks, Xero, Excel, and Tally. Your data is never stored.

Start secure conversionSee pricing →
RAM-only — never storedWiped on downloadSeconds, not minutes

Financial File Converter

Convert any bank statement or financial file

Accepts

PDFOFXQFXQIFIIFCSV

Outputs

CSVXLSXQBOOFXPDFXML

Drop financial document here

or click to browse

Process

Three steps. Zero guesswork.

  1. 1

    Drop your file

    Drag & drop or click to upload. QFX, OFX, PDF, QIF, IIF, or CSV. Loaded directly into volatile RAM — not a temporary file.

  2. 2

    Pick your format

    Select the target format for your accounting software. CSV, XLSX, QBO, PDF, Tally XML. One click.

  3. 3

    Download & done

    Your converted file downloads instantly. The moment the transfer completes, the memory is wiped. Nothing remains.

Zero Storage. Zero Risk.

Your clients' financial data never touches a disk. FinanceConvert processes files entirely in volatile RAM. The input and output are wiped the instant you download. No log. No copy. No trace.

Read the security manifesto

Deterministic Output

Every date, balance, and sign is validated against a canonical transaction schema. If we can't parse it with certainty, we reject it.

Seconds, Not Minutes

No queue. No processing delay. Thousands of ledger lines in under a second.

Works with

Export once, import anywhere — your converted files are ready for

QuickBooks
Xero
Sage
Excel
Wave
FreshBooks
Tally

Trusted by accountants

What finance professionals say

“I reconcile statements from 40+ clients every month. FinanceConvert cut my prep time in half — the QFX to CSV conversion is flawless, every column in the right place.”
Sarah Chen
CPA, Senior Accountant · Chen & Associates
“Our bank exports PDFs with no OFX option. Being able to drop the PDF and get a clean XLSX for QuickBooks import is a game changer. Transactions come out perfectly structured.”
Marcus Williams
Bookkeeper · Williams Bookkeeping LLC
“We process Tally XML imports for 15 clients. The fact that no file is ever stored gives me confidence when handling client bank data. I won't use anything else.”
Jennifer Torres
Accounting Manager · Torres Financial Services

Use Cases

Built for every finance workflow

From bookkeepers reconciling monthly statements to developers automating data pipelines — FinanceConvert handles the format complexity, so you don't have to.

PDF / OFX → CSV

Bank statement to CSV or Excel

Export your statement from any bank as PDF, OFX, or QFX and get a clean, structured CSV or XLSX file — ready for Excel, Google Sheets, or your accounting tool.

OFX / QFX / CSV → QBO

Import transactions into QuickBooks

Convert OFX, QFX, or CSV bank exports to QBO format for direct import into QuickBooks Desktop or QuickBooks Online — preserving dates, amounts, and descriptions.

PDF → CSV / XLSX

PDF bank statement to spreadsheet

Extract transactions from scanned or digital PDF statements using AI-assisted parsing. Get a usable spreadsheet in seconds, without manual re-entry.

QIF / IIF → OFX / CSV

Migrate legacy QuickBooks data

Convert older QIF and IIF files to modern OFX or CSV format — ideal for migrating from QuickBooks Desktop to cloud-based accounting software.

CSV → OFX / QBO / XML

Prepare data for Tally, Xero & Sage

Re-format any CSV transaction export into OFX, QBO, or Tally XML for direct import into your ERP. No manual mapping, no pivot tables.

OFX / QFX → XLSX

Expense reporting & reconciliation

Pull bank transactions into a formatted Excel workbook for monthly reconciliation, audit prep, or client reporting.

Supported Conversions

Opinionated. Precise. Reliable.

Every endpoint is mathematically verified. If we can't parse a format flawlessly, we don't list it.

PDFCSV

Bank Statement (PDF) to CSV Converter

Convert digital PDF bank statements into structured CSV files.

Convert now
PDFXLSX

Bank Statement (PDF) to Excel (XLSX) Converter

Convert digital PDF bank statements into Excel workbooks.

Convert now
PDFXML

Bank Statement (PDF) to Tally (XML) Converter

Convert digital PDF bank statements into Tally XML import files.

Convert now
CSVQIF

CSV to QIF Converter

Convert bank transaction CSV files into QIF format.

Convert now
IIFCSV

IIF to CSV Converter

Convert Intuit IIF exports into CSV files.

Convert now
IIFXLSX

IIF to Excel Converter

Convert Intuit IIF exports into Excel workbooks.

Convert now
OFXPDF

OFX to PDF Converter

Render OFX transactions into a downloadable PDF statement view.

Convert now
OFXCSV

OFX to CSV Converter

Convert OFX transaction files into CSV files.

Convert now
OFXXLSX

OFX to Excel Converter

Convert OFX transaction files into Excel workbooks.

Convert now
OFXQBO

OFX to QBO Converter

Convert OFX transaction files into QuickBooks QBO import files.

Convert now
OFXQFX

OFX to QFX Converter

Convert OFX transaction files into QFX format.

Convert now
QFXCSV

QFX to CSV Converter

Convert QFX files into CSV files.

Convert now
QFXXLSX

QFX to Excel Converter

Convert QFX files into Excel workbooks.

Convert now
QFXOFX

QFX to OFX Converter

Convert QFX files into OFX format.

Convert now
QFXPDF

QFX to PDF Converter

Render QFX transactions into a downloadable PDF statement view.

Convert now
QIFCSV

QIF to CSV Converter

Convert QIF files into CSV files.

Convert now
QIFXLSX

QIF to Excel Converter

Convert QIF files into Excel workbooks.

Convert now
QIFPDF

QIF to PDF Converter

Render QIF transactions into a downloadable PDF statement view.

Convert now
QBOCSV

QBO to CSV Converter

Convert QuickBooks Web Connect (.qbo) files to CSV for spreadsheet analysis and accounting software import.

Convert now
QBOXLSX

QBO to Excel (XLSX) Converter

Convert QuickBooks Web Connect (.qbo) files to formatted Excel workbooks with native date and currency cells.

Convert now
QBOPDF

QBO to PDF Converter

Convert QuickBooks Web Connect (.qbo) files to printable PDF transaction statements.

Convert now
QBOIIF

QBO to IIF Converter

Convert QuickBooks Web Connect (.qbo) files to IIF format for QuickBooks Desktop import via File > Utilities > Import.

Convert now
CSVQBO

CSV to QBO Converter

Convert CSV bank exports to QuickBooks Web Connect (.qbo) format for direct import into QuickBooks Desktop and Online.

Convert now
CSVIIF

CSV to IIF Converter

Convert CSV files to QuickBooks Desktop IIF format for batch transaction import via File > Utilities > Import.

Convert now
CSVOFX

CSV to OFX Converter

Convert CSV bank exports to OFX format for import into GnuCash, Moneydance, Sage, and other accounting software.

Convert now
QIFQBO

QIF to QBO Converter

Convert legacy Quicken QIF files to QuickBooks Web Connect QBO format for import into QuickBooks Desktop and Online.

Convert now
QFXQBO

QFX to QBO Converter

Convert Quicken QFX files to QuickBooks Web Connect QBO format for import into QuickBooks Desktop and Online.

Convert now
PDFQIF

Bank Statement (PDF) to QIF Converter

Convert PDF bank statements to Quicken QIF format for import into Quicken, Microsoft Money, and legacy accounting software.

Convert now
PDFQBO

Bank Statement (PDF) to QBO Converter

Convert PDF bank statements to QuickBooks Web Connect QBO format for direct import into QuickBooks Desktop and Online.

Convert now
PDFOFX

Bank Statement (PDF) to OFX Converter

Convert PDF bank statements to OFX format for import into GnuCash, Sage, Moneydance, and other accounting software.

Convert now

FAQ

Frequently asked questions

What file formats does FinanceConvert support?
FinanceConvert accepts PDF, OFX, QFX, QBO, QIF, IIF, and CSV as input formats. Output formats include CSV, XLSX (Excel), OFX, QBO, QIF, Tally XML, and PDF. Every conversion path is individually validated for correctness.
Can I convert a PDF bank statement to CSV or Excel?
Yes. FinanceConvert uses AI-assisted text extraction through the configured model provider, with a deterministic heuristic fallback, to parse transactions from digital PDF bank statements. The output is a clean, structured CSV or XLSX with date, description, debit, credit, and balance columns.
Which banks are supported?
Any bank that exports OFX, QFX, QBO, QIF, IIF, or CSV files is supported — which includes Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, and hundreds of international institutions. For PDFs, any digital statement with extractable text is supported.
Is my financial data stored or shared?
FinanceConvert processes files in volatile server RAM and does not persist uploaded files to local disk or a database. For AI-assisted PDF extraction, relevant content may be sent to the configured model provider only to complete the conversion request.
What accounting software can I import into?
Converted files work with QuickBooks (Desktop and Online), Xero, FreshBooks, Wave, Sage, Tally ERP 9, and any system that accepts CSV or OFX imports. Use the QBO format for QuickBooks, OFX for most other platforms, and Tally XML for Indian ERP systems.
How many transactions can I convert in one file?
There is no hard transaction limit. Files up to 10 MB are accepted per upload. Bank statements with thousands of rows convert in under a second for text formats. PDF extraction time scales with page count, typically 3–10 seconds for a 12-month statement.

Pricing

Simple, transparent pricing

Start free with 5 pages. Upgrade when you need more.

Free

$0

Try the tool. No card required.

  • 5 pages / month
  • All formats
  • RAM-only processing
Get started free
Most popular

Professional

$31/mo

Billed annually

For growing firms with daily volume.

  • 1,500 pages / month
  • Conversion history
  • Priority routing
Start free trial

Business

$63/mo

Billed annually

For large teams and high-volume batches.

  • 5,000 pages / month
  • Everything in Pro
  • Billing portal
See all plans

See full pricing & feature comparison →

Start now

Your first 5 pages
are on us.

No credit card. No contract. No bloat. Just drop a file and see if it works for your workflow.

Start your secure workflowView pricing