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How It Works

1

Upload Excel Statements

Select your Excel statement files. We support all Excel account types: checking, savings, credit cards, business accounts, and investment statements.

2

Excel-Optimized Processing

Our AI is specifically trained on Excel statement formats. Handles Excel-specific layouts, multi-account statements, and unique transaction types automatically.

3

Choose Your Export Format

Export to Excel, CSV, QuickBooks, Xero, or other formats. View popular format recommendations specifically for Excel customers based on common use cases.

4

Download & Use Your Excel Data

Receive your converted file optimized for your chosen format. Access Excel-specific tips, common issues solutions, and integration guides.

Automate Processing

Join 10,000+ professionals who trust our platform for 99.8% accurate bank statement processing.