Extract bank statements to
Upload bank statement PDFs and turn them into reviewable CSV, QBO, QBD, QIF, or Xero-ready files before downstream import.
Select documents to convert
Drag and drop your bank statements here, or browse files from your computer.
See a real statement turned into a bookkeeping-ready CSV.
Normalized dates, merchant descriptions preserved, categories assigned, and references kept for traceability. Download the samples below to see the full output.
| Date | Description | Amount |
|---|---|---|
| 08/01/2025 | INTUIT *QBO SUBS 795545 Software/Subscription | -$11.93 |
| 08/01/2025 | LAND LEASE PMT ACH 8066971 Rent/Lease | -$854.41 |
| 08/01/2025 | ONLINE TRANSFER TO CHECKING 0284441050 Transfer | -$2,967.42 |
| 08/04/2025 | SHOPIFY*PAYOUT 94601100497 Sales/Income | $1,746.17 |
| 08/05/2025 | ACH DEBIT PROGRESSIVE 04648254155 Insurance | -$280.80 |
| 08/06/2025 | BRANCH DEPOSIT Deposit/Income | $2,362.78 |
Messy docs in. Clean CSV out.
Built for real statements, invoices, and receipts.
Reconcile automatically.
Checks debit and credit movement against opening and closing balances.
Encrypted throughout.
Upload, conversion, and download stay fully encrypted.
Global Adoption
Trusted in 35 countries.
Processing 6,217+ bank statements, card statements, and invoices for businesses worldwide.
35
Countries
6,217
Documents Converted
Pricing
Simple credit packs. 1 credit covers up to 10 pages.
Have questions or need help?
Let us know if you have any questions. The Wesley AI team is here to help.
Extraction software has to survive review
Bank statement extraction is useful only when the team can trust the rows before import. Wesley is designed for accounting operators who need the PDF, the extracted rows, and the export format to stay connected.
Use it when manual entry, spreadsheet cleanup, or single-file OCR tools are slowing down cleanup, catch-up bookkeeping, and statement import work.
- Extract dates, descriptions, deposits, withdrawals, and signed amounts.
- Review extracted rows before creating an import file.
- Export for spreadsheet cleanup, QuickBooks Online, QuickBooks Desktop, QIF, or Xero.
Built for firms handling repeat statement backlogs
The workflow is strongest when a firm has many client-provided PDFs, missing bank-feed history, or a cleanup project where the statement PDF is the source of truth.
Related workflows
Coverage and operator resources
Use these pages when the workflow question is bigger than one file conversion.
Explore next
Open the support pages that sit around this workflow.
Supported banks
See which institutions have dedicated coverage pages and where statement fallback still makes sense.
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Supported statement types
See which source documents Wesley can clean up before export or import prep.
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Bank Statement Cleanup SOP for Bookkeepers
A bank statement cleanup SOP for bookkeepers who need a repeatable review process before exporting to QuickBooks, Xero, QIF, or spreadsheet workflows.
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Frequently asked questions
What does bank statement extraction software extract?
Wesley extracts visible transaction rows such as dates, descriptions, deposits, withdrawals, and signed amounts, then keeps them reviewable before export.
Can I use the extracted data in QuickBooks or Xero?
Yes. After review, export a QBO-ready, QBD-ready, QIF, Xero-ready, or Generic CSV file depending on the destination workflow.