Bank statement converter

Turn a PDF bank statement into CSV, Excel or QuickBooks, without uploading it.

Drop in a statement and get clean, ready-to-import transactions in seconds. The whole thing runs inside your browser, so your client's financial data never leaves your computer. No account, no server, nothing uploaded.

Convert a statement free Why not Adobe or AI?

For bookkeepers and accountants handling client data they can't send to a cloud tool. How the no-upload promise works →

statement.pdf

          01/15 SQUARESPACE INC REF 596…  38.00 DR

          01/20 ACH DEBIT FEDEX SHIP    66.30 DR

          02/01 DEPOSIT DAILY SALES  4,166.21 CR

↓ converts to ↓

Date	Description	Amount
2025-01-15	Squarespace Inc	-38.00
2025-01-20	Fedex Ship	-66.30
2025-02-01	Deposit Daily Sales	4,166.21

CSV EXCEL QBO OFX

How it works

Three steps. No account, no upload.

Drop in the statement

A text-based PDF, CSV, or Excel file. Drop several at once and they convert together into one clean set.

Check every row

The parsed transactions appear on screen, columns lined up, dates parsed, amounts signed. Verify them against the statement before you export anything.

Download your format

CSV, Excel, QuickBooks (.qbo), or OFX, whatever your software imports. All of it happened on your device.

The honest comparison

Why not Adobe, ChatGPT, or a free converter?

Those are the things bookkeepers reach for, and each one falls down somewhere. Here's where, and why this is built differently.

The usual options

Adobe exports a spreadsheet that looks like the statement, not clean columns that import into QuickBooks. You still clean it up by hand.
ChatGPT means uploading a client's whole statement to an AI company, and it can drop or invent rows without telling you.
Online converters send every file to their servers. Bookkeepers ask the same thing every time: how do I know I can trust them with this data?
All of them do one statement at a time.

Cosmira

Nothing is uploaded. The statement never leaves your computer, so it's safe for confidential client data.
Exports ready-to-import CSV, Excel, QBO, and OFX with the columns and signs already right.
Shows you every row it read so you can check it against the statement before you export.
Drop several statements at once and convert them in one go.

Why bookkeepers use it

Built for data you're not allowed to upload.

Every other converter processes your file on their servers. If you keep the books for a law firm, a medical practice, or any client who expects their finances kept private, that's a problem. This one has no servers in the loop, so there is nothing to upload and nothing to leak.

Nothing leaves your device

No upload, no account, no third party touching the file. Prove it: pull your wifi after the page loads and it still works.

You verify before you trust

Every transaction is shown on screen first. No black box. You see exactly what will be in the file.

Handles the messy ones

Multi-line PDF rows, DR/CR columns, day-first dates, semicolon CSVs. The formats that trip up other tools.