# GetBankStatement Full LLM Context ## Product Summary GetBankStatement converts bank statement PDFs into structured Excel `.xlsx`, CSV, JSON, and QBO outputs. The product is for bookkeepers, accountants, lenders, small business owners, and finance teams that need transaction data from statement PDFs without manual retyping or spreadsheet cleanup. The product is not a generic document-AI platform. The strategic focus is bank statement conversion with parser coverage, validation, honest degraded states, and short retention. ## Primary Use Cases ### Convert Bank Statement PDF to Excel Users upload an original text-based bank statement PDF and export normalized transaction rows to Excel `.xlsx`. The exported spreadsheet is intended for sorting, filtering, reconciliation, bookkeeping, lender review, tax prep, and account analysis. ### Convert Bank Statement PDF to CSV Users export statement data to CSV when they need a plain tabular file for accounting software, spreadsheets, or internal workflows. ### Convert Bank Statement PDF to JSON Users export statement data to JSON when they need structured transaction data for programmatic review, internal tools, or downstream processing. ### Convert Bank Statement PDF to QBO Users export statement data to QBO when they need accounting-oriented output for workflows that accept QuickBooks-style bank data. ## Current Product Truth ### Supported Input Path The primary supported input path is an original text-based bank statement PDF. Selectable text in the PDF is usually the right kind of file to test first. Screenshots, scanned statements, image-heavy files, and password-protected PDFs are outside the anonymous free flow. ### Export Formats GetBankStatement is designed to export: - Excel `.xlsx` - CSV - JSON - QBO ### Free Tier Limits Anonymous users can test 1 text-based PDF page every 24 hours. Registered free users can convert up to 5 text-based PDF pages every 24 hours. The anonymous free tier does not include OCR, scanned/image-based parsing, bulk upload, API access, webhook delivery, or password-protected PDFs. ### Privacy and Retention Uploaded files and generated outputs are deleted within 24 hours. Bank statements are sensitive financial documents. They can contain balances, income, rent, payroll, suppliers, card spend, transfers, loan payments, and private business context. The public product copy should stay plain: files and generated outputs are deleted within 24 hours. ### Bank-Specific Parser Claims Bank-specific SEO guides are workflow pages. A bank-specific guide does not imply verified dedicated parser coverage unless the page explicitly says parser coverage was manually verified. Correct language: "If your statement is a normal text-based PDF, this is the right kind of workflow to test." Incorrect language: "This bank is fully supported" unless verified parser coverage exists. ## Pricing All paid plans include secure conversion, 24-hour retention, and cancel-anytime flexibility. ### Monthly Plans - Starter: $30 per month for 650 pages per month. - Professional: $60 per month for 1,250 pages per month. - Business: $99 per month for 4,250 pages per month. - Enterprise: custom volume and dedicated support. ### Annual Plans - Starter: $180 per year for 7,800 pages per year. - Professional: $360 per year for 15,000 pages per year. - Business: $599 per year for 51,000 pages per year. - Enterprise: custom volume and dedicated support. ### Billing Status Stripe Checkout is used for self-serve paid plans. Paid subscription state is synced by a return-from-Checkout sync path and by Stripe webhooks for ongoing subscription changes. The live Stripe webhook endpoint is configured, but full Stripe-to-production verification still requires a live Dashboard delivery test or a real live subscription event. ## Competitive Position The primary competitor is `bankstatementconverter.com`. GetBankStatement aims to win through: - Better extraction accuracy. - Faster turnaround on standard text-based statements. - Clearer privacy and retention promises. - Better value on paid plans. - Faster parser iteration and support response. - Modern, trustworthy UX. The moat is parser registry coverage, validation, replay tooling, and fast iteration from real statement fixtures. ## Validation Philosophy The product should not silently return bad financial data. Good conversion output should preserve: - Dates. - Descriptions. - Amounts as real numbers. - Money-in and money-out logic. - Running balance consistency when available. - No duplicate or missing transactions around page breaks. If validation is weak, the product should degrade or fail instead of returning false confidence. ## Published Guides ### Global - [Manual bank statement data entry cost](https://getbankstatement.com/blog/manual-bank-statement-data-entry-cost): Broad top-of-funnel article about the hidden cost of manual bank statement cleanup. ### United States - [Chase PDF statements to Excel](https://getbankstatement.com/blog/chase-pdf-statements-to-excel): Chase statement conversion workflow. - [Bank of America PDF statements to Excel](https://getbankstatement.com/blog/bank-of-america-pdf-statements-to-excel): Bank of America statement conversion workflow. - [Wells Fargo PDF statements to Excel](https://getbankstatement.com/blog/wells-fargo-pdf-statements-to-excel): Wells Fargo statement conversion workflow. - [Citibank PDF statements to Excel](https://getbankstatement.com/blog/citibank-pdf-statements-to-excel): Citibank statement conversion workflow. - [Capital One PDF statement to Excel](https://getbankstatement.com/blog/capital-one-pdf-statement-to-excel): Capital One statement conversion workflow. - [U.S. Bank PDF statement to Excel](https://getbankstatement.com/blog/us-bank-pdf-statement-to-excel): U.S. Bank statement conversion workflow. ### Canada - [RBC PDF statements to Excel](https://getbankstatement.com/blog/rbc-pdf-statements-to-excel): RBC statement conversion workflow. - [TD Bank PDF statements to Excel](https://getbankstatement.com/blog/td-bank-pdf-statements-to-excel): TD Bank statement conversion workflow. - [BMO PDF statements to Excel](https://getbankstatement.com/blog/bmo-pdf-statements-to-excel): BMO statement conversion workflow. - [Scotiabank PDF statements to Excel](https://getbankstatement.com/blog/scotiabank-pdf-statements-to-excel): Scotiabank statement conversion workflow. - [CIBC PDF statement to Excel](https://getbankstatement.com/blog/cibc-pdf-statement-to-excel): CIBC statement conversion workflow. ### United Kingdom - [NatWest PDF statements to Excel](https://getbankstatement.com/blog/natwest-pdf-statements-to-excel): NatWest statement conversion workflow. - [Barclays PDF statements to Excel](https://getbankstatement.com/blog/barclays-pdf-statements-to-excel): Barclays statement conversion workflow. - [Lloyds bank statements to Excel](https://getbankstatement.com/blog/lloyds-bank-statements-to-excel): Lloyds statement conversion workflow. - [Monzo statement PDF to Excel](https://getbankstatement.com/blog/monzo-statement-pdf-to-excel): Monzo statement conversion workflow. - [HSBC UK PDF statement to Excel](https://getbankstatement.com/blog/hsbc-uk-pdf-statement-to-excel): HSBC UK statement conversion workflow. - [Santander UK PDF statement to Excel](https://getbankstatement.com/blog/santander-uk-pdf-statement-to-excel): Santander UK statement conversion workflow. - [Nationwide bank statement PDF to Excel](https://getbankstatement.com/blog/nationwide-bank-statement-pdf-to-excel): Nationwide Building Society statement conversion workflow. - [Halifax bank statement PDF to Excel](https://getbankstatement.com/blog/halifax-bank-statement-pdf-to-excel): Halifax statement conversion workflow. - [TSB bank statement PDF to Excel](https://getbankstatement.com/blog/tsb-bank-statement-pdf-to-excel): TSB statement conversion workflow. - [Metro Bank statement PDF to Excel](https://getbankstatement.com/blog/metro-bank-statement-pdf-to-excel): Metro Bank statement conversion workflow. ### Ireland - [Bank of Ireland PDF statement to Excel](https://getbankstatement.com/blog/bank-of-ireland-pdf-statement-to-excel): Bank of Ireland statement conversion workflow. - [AIB PDF statement to Excel](https://getbankstatement.com/blog/aib-pdf-statement-to-excel): AIB statement conversion workflow. - [Permanent TSB PDF statement to Excel](https://getbankstatement.com/blog/permanent-tsb-pdf-statement-to-excel): Permanent TSB statement conversion workflow. - [Revolut statement PDF to Excel](https://getbankstatement.com/blog/revolut-statement-pdf-to-excel): Revolut app-export statement conversion workflow. ### Australia - [CommBank PDF statements to Excel](https://getbankstatement.com/blog/commbank-pdf-statements-to-excel): Commonwealth Bank statement conversion workflow. - [NAB PDF statement to Excel](https://getbankstatement.com/blog/nab-pdf-statement-to-excel): NAB statement conversion workflow. - [ANZ PDF statement to Excel](https://getbankstatement.com/blog/anz-pdf-statement-to-excel): ANZ statement conversion workflow. - [Westpac PDF statement to Excel](https://getbankstatement.com/blog/westpac-pdf-statement-to-excel): Westpac statement conversion workflow. ### New Zealand - [TSB NZ bank statement PDF to Excel](https://getbankstatement.com/blog/tsb-nz-bank-statement-pdf-to-excel): TSB New Zealand statement conversion workflow. - [Westpac NZ bank statement PDF to Excel](https://getbankstatement.com/blog/westpac-nz-bank-statement-pdf-to-excel): Westpac New Zealand statement conversion workflow. - [BNZ bank statement PDF to Excel](https://getbankstatement.com/blog/bnz-bank-statement-pdf-to-excel): BNZ statement conversion workflow. - [Kiwibank statement PDF to Excel](https://getbankstatement.com/blog/kiwibank-statement-pdf-to-excel): Kiwibank statement conversion workflow. - [ANZ NZ bank statement PDF to Excel](https://getbankstatement.com/blog/anz-nz-bank-statement-pdf-to-excel): ANZ New Zealand statement conversion workflow. - [ASB bank statement PDF to Excel](https://getbankstatement.com/blog/asb-bank-statement-pdf-to-excel): ASB Bank statement conversion workflow. ## Common User Questions ### Can I convert a bank statement PDF to Excel for free? Yes, within product limits. Anonymous users can test 1 text-based PDF page every 24 hours. Registered free users can convert up to 5 text-based PDF pages every 24 hours. ### Does the anonymous flow support scanned statements? No. The anonymous flow is limited to text-based PDFs and excludes scanned or image-based files. ### Does the anonymous flow support password-protected PDFs? No. Password-protected PDFs are outside the anonymous free flow. ### How long are uploaded bank statements kept? Uploaded files and generated outputs are deleted within 24 hours. ### Does every bank-specific page mean dedicated parser coverage exists? No. Bank-specific content pages target the user's conversion workflow. They do not claim verified dedicated parser coverage unless that has been manually verified. ## Canonical URLs - Main app: https://getbankstatement.com/ - Pricing: https://getbankstatement.com/pricing - FAQ: https://getbankstatement.com/faq - Blog index: https://getbankstatement.com/blog - Sitemap: https://getbankstatement.com/sitemap.xml - LLM index: https://getbankstatement.com/llms.txt - Full LLM context: https://getbankstatement.com/llms-full.txt