Bank Statement Software

Automatically download bank statements as Excel and CSV, or automatically update your accounting software with Docparser. You can easily extract transactions and account details from PDF bank and credit card statements.

Free Trial. No Credit Card Required. 

Accounting departments are bogged down with the tasks of processing statements – bank statements, credit card statements and other recurring financial statements. Often these statements come in the form of a secured PDF or a physical statement which is mailed to you.

The task of processing the bank and credit card statements may sound easy but it takes lot of manual effort. If the statement is a physical paper, then transferring the data from the physical image or paper will require manual data entry. If the statement is in PDF format, which is usually the case, then simply copy-paste of the data doesn’t work. In that case we need a tool that is adept at reading PDF data and can effectively parse the data or line items that you want to process.

Based on 106 reviews
Meagan B.
Meagan B.
Great solution for copy and past PDF ☺It works super easy en friendly. A really good solution to copy files from a PDF to an Excel file. ☹You cannot upload more than 30 pages. So you need to cut your pdf in pieces and then upload the cutted pdf separately.
Mikayla C.
Mikayla C.
Great and Time Saving We have reduced our time entering information by half by having only the relevant information extracted so we don't have to open and read the PDF. ☺Being able to search for a marker to extract the data after it ☹The refine search function was a little confusing at first but with some time playing around with it I got the hang of it.
Verified Reviewer
Verified Reviewer
It works only in specific cases It's a bit tricky sometimes to use it but it saves some time when it comes to entering big documents. Also you need to consider if its worth it to enter some information with the software because uploading can take more time than entering manually sometimes ☺It really helps when it comes to entering big amounts of information for a document. ☹In some documents, it does not work really well, and sometimes create a new template is a bit annoying. but once you have its really helpful
Casper M.
Casper M.
It do what I need ☺ The product works and is stable. Once you get started using it, it's easy to set up new documents. We scan a number of documents, and with the program we have the opportunity to scale processes that are otherwise manual. ☹Nothing.
Matt B.
Matt B.
The best tool to structure your data from incoming documents ☺Really easy to setup and use. Super accurate to find the data in different document formats, even if it's not always in the same location every time. Best thing is being able to get the information in an easy to use format to then process however you like ☹It would be great to see the OCR be able to handle written responses and some more integrations with Office products
Nate P.
Nate P.
This product eliminates menial tasks I like it because it does things that Mailparser can't do. ☺Automation because it saves us a ton of time. ☹Sometimes the webhooks don't always seem to work with my target program.
Matthew L.
Matthew L.
Docparser review ☺Easy to use and integrate with existing software ☹Slightly expensive but worth the money if you use it to save time
Matt H.
Matt H.
Docparser saves my team hundreds of hours and helps identify new business opportunities Every month my team would get a 700+ page PDF report with project status updates. Each page was a different project. Some of these were old projects and not of interest. Some were projects we were already working on and needed to keep tracking. Some were new projects that we needed to engage with. Searching and splitting up this document manually was inefficient and we were missing out on important projects. I started searching for solutions, from Python scripts to PowerQuery to software packages/services. I looked at several companies, including Docparser. I attended webinars and had demos. By being able to try our Docparser's free tier with some sample documents, I was able to figure out that it could do exactly what I wanted. I got some help from the user support team and now I've got my parsing rules perfected. So every month when the 700+ page PDF comes out, I can pull out the information my team needs and export it all to Excel. We're savings hundreds of hours of frustration and not missing anything important. ☺Very easy to setup because of helpful guides. I was able to "test drive" the software using the free tier, to make sure it could produce EXACTLY what I wanted. This was a huge help to evaluate vs other products and help make our decision. Now that I have my parsing rules set up, it's extremely easy to run my big report once a month and distribute to my team. ☹Bit of a learning curve to get the parsing rules set up correctly. I needed to attend their help webinar to understand what I was doing wrong (but then got lots of help).
Kevin V.
Kevin V.
Docparser helps Docparser has made it possible to automate a number of recurring human actions ☺Easy to use and to implement in your own software ☹User-friendliness and easy mode to scale up
John W.
John W.
Great Platform ☺We no longer have to enter every single invoice into our Business System. With Webhook integration, we are fully integrated from a manufacturer's invoice PDF to our Accounts Payable interface. ☹Sometimes Docparser detects lines as a character, but that is mostly expected from an OCR platform.

Docparser is your go-to PDF bank statement parser helping you to parse data which is trapped in PDF bank and credit card statements and physical images.

  • Upload your sample bank statement document, which acts as training data
  • Train Docparser to parse the relevant data by creating parsing rules for each layout
  • Set up a process to automatically fetch documents, process them, and convert to your preferred format

The Sheer Volume Of Recurring Statements Is No Longer A Worry

Docparser empowers you with smart filters and templates, reliable parsing rules, and broad integration options to deliver your data precisely where you want. Whether your goal is to simply convert your bank statements and download the table data or to integrate with Google Sheets, or send it to another third party application, we’ve got you covered. You have the option to manually upload your PDF reports to the software (drag and drop or navigate to folder), automatically upload statements from your cloud storage, or simply email your reports to the layout parser in the Docparser app.

Bank Statement Processing Has Never Been So Easy And Reliable

Stop manual copy and paste of PDF banking statements, and automate your workflow with Docparser. Our free trial allows you to test drive the software before committing, so you are ensured that our PDF statement processing solution is one that is a fit for your use-case. Our pricing is based on the volume of PDF reports that you process each month, so there is certainly a plan to suit your needs.

Convert PDF Bank Statements To Excel/CSV

Our business document parsing software provides as an easy way to convert PDF bank statements to Excel or other popular formats (e.g. CSVJSON or XML).

The Docparser parsing engine does a marvellous job in letting you choose which data points or line items you want to extract. So, if you do not want to download the entire PDF into an excel, you can choose which rows or columns you want to parse and our parsing engine will do the job for you.

Once your bank or credit card statement is exported to Excel or CSV format, the extracted transaction data can be further processed or copied to your account software.

Convert PDF Bank Statements To Quickbooks and Xero

Docparser is a huge time-saver when it comes to importing PDF bank statements to Quickbooks and Xero. Manually re-keying data from bank statements is not only tedious, but also comes with a high error rate. Docparser is the perfect tool to reliably convert PDFs or scanned statements into easy to handle spreadsheet data.

While Docparser does not provide a direct integration with Quickbooks or Xero, importing bank statements to your accounting software of choice is still easy. Once your bank statement got converted to a spreadsheet, you can further process the data with Excel or Google Sheets and prepare the import to your accounting software. The manual step of preparing and verifying your data usually takes only a couple of minutes and ensures that your bank statement data is imported to Xero or Quickbook free of errors and in the right format.

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