Sheets Converter

Sheets Converter parses bank and credit-card statement PDFs — including scanned or photographed statements — into structured spreadsheet formats, then automatically verifies the output by checking extracted totals against the opening and closing balances printed on the original statement. Discrepancies are flagged before the user downloads anything, reducing the risk of importing incorrect data into accounting software.

Each converted statement can be downloaded in up to six formats: Microsoft Excel (.xlsx), generic CSV, QuickBooks Online CSV, Xero CSV, Quicken CSV, and OFX. OFX is available only for digital statements that carry the account number, currency, period, and closing balance in machine-readable form. The Excel output includes the date, description, amount, running balance, an auto-suggested category, and a reference back to the specific page and line number on the original statement, plus a Summary sheet showing reconciliation status at a glance.

Scanned PDFs and statement photos are handled through an AI reading layer powered by Anthropic's Claude models. Claude Sonnet reads each page; Claude Opus re-reads any page whose extracted figures fail the balance check. Anthropic does not train on submitted images and deletes them within 30 days. Sheets Converter itself retains the AI reading for at most 24 hours after the result is delivered to the browser and stores only a one-way fingerprint of the uploaded PDF — not the file itself.

The tool is aimed primarily at bookkeepers, accountants, and small businesses who regularly need to get transaction data out of PDF bank statements and into accounting platforms. The free tier — 40 tokens every 30 days, covering roughly 13 pages of standard conversion per month — suits occasional users, and a single free statement of up to 10 pages can be downloaded as Excel or CSV without creating an account.

Higher-volume practices can subscribe to monthly plans: Basic at US$17 per month for 250 tokens, Pro at US$39 per month for 700 tokens, or Max at US$99 per month for 2,500 tokens. Users processing a full year of monthly statements can upload up to 50 files in a single session. The tool supports English and French bank and credit-card statements; practices working primarily in other languages should look elsewhere.

Sheets Converter is a web-based tool built by Boldsand Software Inc., based in Charlottetown, Canada, and requires no installation. Users can begin converting without an account; creating one unlocks history saving and access to purchased tokens. Payments are processed through Stripe's Link service.

There is no direct integration with accounting platforms. The workflow ends with a downloadable file — QuickBooks Online CSV, Xero CSV, Quicken CSV, generic CSV, Excel, or OFX — which the user imports manually. The tool also offers free companion utilities including a QuickBooks CSV checker, a reconciliation template, an OFX converter, and a Xero CSV checker. Per-file upload limit is 10 MB; session total is 50 MB across up to 50 files.

Language support is limited to English and French statements. Not every bank layout is supported; when a layout is unrecognized, the tool declines to convert rather than returning a potentially incorrect result, which can stall workflows when an unsupported statement is encountered.

AI-assisted reading of scanned or photographed statements costs 9 tokens per page versus 3 tokens per page for standard conversion, and purchased tokens are required to use it beyond the free tier. Monthly plan tokens reset with no rollover. OFX output is restricted to digital statements containing the account number, currency, period, and closing balance in machine-readable form. There is no direct integration with accounting platforms beyond downloadable import files, and the Quicken CSV is noted only for Windows users working with currencies carrying two decimal places.