Finstatly
Convert PDF bank statements to Excel, CSV, QBO, OFX or QIF for QuickBooks, Xero and Quicken. 5 free pages, month to month, cancel in one click.
A startup from Sheridan, the United States, founded by Rishi Choudhary.
Convert PDF bank statements to Excel, CSV, QBO, OFX or QIF for QuickBooks, Xero and Quicken. 5 free pages, month to month, cancel in one click.
A startup from Sheridan, the United States, founded by Rishi Choudhary.
This page is designed to help you find out whether Finstatly is good and if it is the right choice for you.
Finstatly is a bank statement converter built for bookkeepers and accountants. It turns PDF bank statements into Excel, CSV, QBO, OFX or QIF files in one upload, so you stop retyping transactions by hand.
Pick the file your software imports. Use Excel or CSV to review transactions before they reach the books, or download QBO for QuickBooks, OFX for Xero, Sage and MYOB, and QIF for Quicken. Every row keeps the date, description, amount and running balance from the statement.
Finstatly reads statements from 1,000+ banks across the US, UK, Europe and Australia, including Chase, Bank of America, Wells Fargo, HSBC and Barclays. It handles a steady monthly close as well as a catch-up client who drops a folder of PDFs on your desk.
Your clients' data is protected: uploads are encrypted with AES-256, deleted automatically after processing, never read by a person and never used to train AI. Finstatly follows GDPR for every user.
Start with 5 free pages, no card needed. Paid plans start at $25 a month with shared seats for teams, and extra page credits at $0.20 a page that never expire. File-to-file converters (QBO, QFX, OFX, CSV, QIF) are free with no signup.
Listed in
bank statement converter
Convert PDF bank statements to Excel, CSV, QBO, OFX or QIF in one upload
Import Data
Import & Reads statements from 1,000+ banks
Free to Use
Free file converters: QBO, QFX, OFX, CSV, QIF, no signup
addon credits
Page credits that never expire
Seats
Shared seats for teams (Pro and Business)
Bookkeepers and accountants who handle client bank statements every month, from solo practitioners to small firms with shared teams. They use Finstatly for the monthly close, for catch-up clients who send a year of PDFs at once, and for onboarding new clients. Small business owners who keep their own books in QuickBooks, Xero or Quicken are a secondary audience.
Bank statement converters already existed, but most felt like old utilities: they produced a CSV and left the cleanup to you. Bookkeepers told the same story. Clients send PDF statements, accounting software wants an import file, and the gap gets filled by retyping transactions, where one transposed digit can break a reconciliation weeks later.
We built Finstatly to close that gap with a modern, careful product: upload a PDF, pick the file your software imports, and get a clean result with every date, amount and running balance intact. We kept pricing simple and honest, with per-page prices published, credits that never expire, and pages returned when a conversion fails.
Most bank statement converters stop at CSV, which you then have to clean up before your accounting software will accept it. Finstatly converts a PDF bank statement straight into the file your software imports: Excel or CSV to review, QBO for QuickBooks, OFX for Xero, Sage and MYOB, and QIF for Quicken. Every row keeps the date, description, amount and running balance from the statement. Pricing is published per page, page credits never expire, and if a conversion fails, its pages go back to your balance. Our file-to-file converters (QBO, QFX, OFX, CSV, QIF) are free with no signup.
Next.js, React, TypeScript, Tailwind CSS, shadcn/ui (Radix), Supabase (Postgres and authentication), Stripe (billing), Vercel (hosting) and Resend (email).
We have collected here some useful links to help you find out if Finstatly is good.
Check the traffic stats of Finstatly on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
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Check the "Domain Authority" of Finstatly on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
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