Bank Statement Conversion for Bookkeepers

The queue is rarely this month. It is the three months before the client engaged, the account they closed in spring, the folder of PDFs that arrived by email, and the cleanup engagement where the feed only ever reached back ninety days.

StackExtract takes those files one at a time and turns each into reviewed transaction rows. What it does not do is the bookkeeping: no categorising, no coding, no reconciling inside your accounting software. It removes the retyping between a PDF and something you can work in, and leaves the work that requires judgement where it belongs.

That boundary is worth being explicit about, because tools in this space often are not. A converter that claimed to complete the books would be claiming to make decisions it has no basis for — which client accounts a transaction belongs to, how an ambiguous payee should be treated, what a round-number transfer actually was.

Every extracted row is editable, and the rows a check flagged are marked so the review is directed rather than a full re-read. Where the statement prints opening and closing balances, the reconciliation check runs against them and reports honestly when the figures needed are not there.

The source document stays the reference. Where the extracted table and the statement disagree, the statement is right — and StackExtract never quietly adjusts a figure to make its own arithmetic work, because that would remove the evidence you needed to find the problem.

For a file that is genuinely hard — a poor scan, an unusual layout, a statement you have already spent twenty minutes on — Assisted Review is available as a paid add-on on that document. A reviewer works through the flagged fields against the source and reports what they found.

Repeat work does not mean repeat setup. Column preferences for bank statements are saved per document type, so the ordering and the hidden columns you settled on last month are applied to the next statement without being rebuilt — including in the exported file.

Every document you upload stays in your account with its edits and its resolved flags as you left them, so coming back to a job from last week is opening it rather than redoing it.

This is not a client-management workspace and does not pretend to be one. There are no client records, no engagement tracking, no team seats and no shared assignments — it is your own document history and your own saved preferences.

Pricing is per document rather than per page. One statement PDF is one document, whether it runs to three pages or forty and whether it covers one account or several — which matters most on exactly the statements that take longest to retype.

Monthly plans differ by how many documents they include rather than by what they can do: the extraction, the checks, the review screen and the export formats are the same on every plan. Top-up packs are there for a month that runs long, and they do not expire.