Article outline
How to convert bank statements for free
The free plan gives you access to the full conversion workflow — upload, review, and export — so you can confirm the tool works for your specific bank statements before committing to a paid plan.
Step 01
Create a free account
Sign up and start using the converter immediately. The free Starter plan includes monthly statement conversions at no cost.
Step 02
Upload and review
Upload a digital bank statement PDF, review the extracted transaction rows, and confirm the output quality before exporting.
Step 03
Export Excel or CSV
Download clean Excel or CSV files. The same review-first workflow applies whether you are on the free plan or a paid plan.
What the free plan includes
The Starter plan is designed to let accountants and bookkeepers try the full workflow before deciding whether a paid plan makes sense for their volume.
Monthly statement conversions
Convert a limited number of bank statements each month at no cost. Enough to test the workflow with real client statements.
Full preview and review
The free plan includes the same structured preview that paid plans offer. You can inspect every row before exporting.
Excel and CSV exports
Both export formats are available on the free plan. No features are locked behind a paywall during the trial period.
Which bank statements can I convert for free
The free plan supports the same bank statement layouts as paid plans. There is no difference in bank compatibility between plans.
Strongest support
FNB, Standard Bank, and Capitec digital statement PDFs have the strongest extraction quality across all plans.
Best-effort support
ABSA and Nedbank digital statement PDFs currently use generic best-effort extraction and should be reviewed closely.
Best-effort support
Investec, Discovery Bank, TymeBank, African Bank, and other digital PDFs are handled through best-effort extraction.
When does a paid plan make sense
The free plan is designed for trying the workflow. Paid plans make sense once statement volume becomes regular.
Regular monthly volume
If you process client statements every month, a paid plan gives you higher limits and removes the friction of hitting the free cap.
Team collaboration
Paid plans support organization workspaces where multiple team members can share projects, conversions, and billing.
Project organization
While the free plan supports one active project, paid plans let you organize work across multiple clients and engagements.
Frequently Asked Questions
Is the bank statement converter really free?
Yes. The Starter plan lets you convert a limited number of statements each month at no cost. The full workflow — upload, preview, review, and export — is available on the free plan.
Do I need a credit card to use the free plan?
No. Sign up with an email address and start converting immediately. No credit card is required.
What is the difference between free and paid plans?
The main difference is volume. Free plans have a lower monthly conversion limit. Paid plans offer higher limits, more projects, and team workspace features.
Which banks work on the free plan?
Bank compatibility is the same across plans. FNB, Standard Bank, and Capitec have specialized parsers; other digital layouts use best-effort extraction.
Can I export both Excel and CSV on the free plan?
Yes. Both export formats are available on every plan, including the free Starter plan.
Is this safe to use for client bank statements?
Yes. Original PDF files are not stored after conversion. The platform is designed for accounting professionals handling sensitive client financial data.