For bookkeepers in the UK, Australia, New Zealand, South Africa and Ireland
Every transaction is traced to its line on the statement, and the running balance is checked before you export. Mistakes show up now, not at reconciliation.
Drop PDF statements here
Up to 10 files, 50 pages each. Nothing is uploaded until you press Convert.
Outside the US and Canada, Xero doesn’t import PDF bank statements. Even where your software can read a PDF, you want to know every row is right before it reaches the books. Clients still send PDFs, often months of them.
There are guides for bookkeepers in the UK, Australia, New Zealand, South Africa and Ireland, covering the bank details and accounting software used there.
Flipped signs, missing transactions and duplicated ones all throw off the balance. Opening balance plus every transaction has to equal the printed closing balance; when it doesn’t, you see which rows to check before anything reaches your books.
Click a row to check its date against the original PDF line. Dates default to DD/MM/YYYY. On text PDFs, amounts come from the statement itself; scanned pages cannot be traced line by line.
Files and results are deleted 24 hours after upload, or straight away if you choose. Your statements are never used to train models.
Drop in up to 10 statements at once. If a file is password-protected you’ll be asked for the password; it’s used once and never stored.
Each statement opens next to its transactions. Correct any flagged date, description or amount and watch the totals update as you type.
Download a file ready for Excel, Xero, QuickBooks, or any accounting software that imports OFX. See how one statement goes from PDF to import into QuickBooks.
Every plan includes every format. Dates default to DD/MM/YYYY and can be changed on export.
| Format | Best for | What you get |
|---|---|---|
| Excel workbook (.xlsx) | Working in a spreadsheet | A transactions sheet plus a summary with balances and check status. |
| CSV | Any spreadsheet or software | Date, description, money out, money in, amount and balance. |
| Xero CSV | Xero bank statement import | Xero’s statement columns with signed amounts. |
| QuickBooks CSV | QuickBooks Online bank upload | 3-column or 4-column layout, split into files of up to 1,000 rows. |
| OFX | Xero and most accounting software | A standard statement file with the closing balance. |
| QBO (Web Connect) | QuickBooks | OFX with the Intuit bank details QuickBooks expects. |
Every page in the PDF, including cover and summary pages. If a conversion fails, its pages go back into your allowance.
If a statement prints its opening and closing balances but the transactions don’t add up to them, you aren’t charged for those pages. The rows to check are flagged so you can put them right before exporting.
In our tests on 23 real statements, over 99% of transactions came out with the right date and amount the first time, and no statement was wrongly marked as balanced. The test results explain how we tested and what still goes wrong.
It’s designed for English-language PDF statements from any bank or card provider: it reads the page layout rather than relying on a template for each bank. Scanned pages can be converted too, but can’t be traced line by line. The bank guides show where each bank keeps its PDF statements: Barclays, HSBC UK, Lloyds, NatWest and Monzo in the UK; CommBank, Westpac, ANZ and NAB in Australia; FNB, Standard Bank, Absa, Nedbank and Capitec in South Africa; AIB and Bank of Ireland in Ireland. If a statement won’t convert or doesn’t balance, email it to support@balancedpdf.com and we’ll use it to fix the converter (how we handle it).
Files and results are deleted 24 hours after upload, or immediately when you delete them. The privacy notice explains how statement text is processed.
One-off packs cost $9 for 60 pages, $19 for 150 or $49 for 500 and never expire. Pro is $29 a month for 400 pages; unused pages don’t roll over. There is no annual contract. Cancel Pro from the account menu and keep it until your paid period ends. Prices are in US dollars; tax is added at checkout where it applies.
No. Guests can try 5 pages free. A free account gives you 15 free pages to start, including any you used as a guest, and lets you buy more.
No account needed. The file is deleted within 24 hours.