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Articles and updates on bank statement conversion, reconciliation and automation.

January 1, 2026 • 14 min read

Export Wells Fargo Transactions to CSV or Excel

Yes, you can export Wells Fargo transactions to CSV on the desktop site. Here is how to get clean Excel files and convert older PDF statements.

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December 31, 2025 • 15 min read

Export Bank of America Transactions to CSV or Excel

Yes, you can export Bank of America transactions to CSV on the desktop site. Here is how to export BofA activity to Excel and convert PDF statements.

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December 26, 2025 • 17 min read

Export Revolut Transactions to CSV or Excel

Yes, you can export Revolut transactions to CSV or PDF from the app and web. Here is how to get clean Excel files and convert Revolut PDF statements.

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Free Demo plan

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$0

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forever

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  • 15 free pages
  • 5 pages per extraction
  • AI-powered extraction
  • OFX & CSV export
  • Watermark in exports
  • Single seat

Starter plan

Get started converting bank statements to OFX.

$49 $24

USD

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  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster 2,500 pages
    Pro AI Best accuracy 500 pages
  • Up to 25 pages per bank statement
  • AI-powered visual OCR for scanned statements
  • Support for multi-page statements & running balances
  • OFX/CSV export
  • 5 AI Smart Reports / month
  • Single seat
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Plus plan

Scale statement conversion across your team with automation.

$149 $74

USD

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Everything in Starter and:

  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster 10,000 pages
    Pro AI Best accuracy 2,000 pages
  • Unlimited pages per statement
  • Bulk upload up to 50 files at once
  • Define your own extraction templates, custom tables
  • Categorization & merchant normalization
  • QBO (QuickBooks) export
  • 20 AI Smart Reports / month
  • Financial Reports (P&L statements)
  • Dedicated support channel
  • Up to 3 seats

Pro plan

Enterprise-grade bank statement conversion and controls.

$ $

USD

Try for free

Everything in Plus and:

  • Pages per month by AI model

    Choose speed vs accuracy when extracting

    Base AI Faster pages
    Pro AI Best accuracy pages
  • Unlimited pages per statement
  • Bulk upload up to 50 files at once
  • AI Smart Reports / month
  • API access
  • Up to 5 seats

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OFXStatement

OFXStatement turns PDF and CSV bank statements into clean, tagged <OFX> data, ready to import into Quicken, MS Money, and accounting software.

<STMTTRN>
  <TRNAMT>-42.50</TRNAMT>
</STMTTRN>
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PRODUCT

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  • Bank Statement to P&L
  • P&L Report Guide
  • Categorize Transactions
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  • JPMorgan Chase
  • Bank of America
  • Citigroup
  • Wells Fargo
  • Goldman Sachs
  • Morgan Stanley
  • U.S. Bancorp
  • PNC Financial Services
  • Truist Financial
  • Capital One

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