AI Converter Open converter

For bookkeepers

Convert statement PDFs into rows your team can review.

AI Converter helps bookkeepers turn PDF statements into CSV exports for cleanup, client workpapers, and accounting-system prep.

Built around preview-first conversion, short retention, and reviewable limits.

Why bookkeepers use it

Less manual typing.

When a client sends a PDF instead of a clean export, AI Converter can produce spreadsheet rows that are easier to inspect and clean than a locked statement.

Trust boundary

Human review stays in the workflow.

The tool extracts rows. It does not provide accounting advice, tax advice, reconciliation, categorization, direct bank feeds, guaranteed imports, certified compliance status, or official accounting-platform support.

Platform prep

CSV for cleanup and mapping.

Use the CSV as a preparation layer for tools such as QuickBooks, Xero, Wave, or Excel. Need OFX/QBO? Add bank details in the converter. Treat those files as advanced exports to review separately, not official import support.

Operational fit

Clear fail states.

  • Sample preview before payment.
  • One stronger redo for paid jobs.
  • Low-confidence files can fail closed.
  • Source files use a 24-hour private lifecycle.

The proof is the preview, the fail-closed stop, and the sample CSV.

AI Converter is built around a simple rule: inspect the sample before trusting the full export. Upload a client bank statement PDF, then compare the sample rows in the preview against the source — dates, descriptions, money in, money out, and the balance column when the PDF exposes it. If the rows, signs, or totals look off, stop there; the preview is the actual extraction you are paying for, not a marketing claim.

If the file cannot be read safely — wrong totals, missing rows, OCR noise, unreadable structure, or a route that does not fit — the conversion fails closed and you are not charged. Paid extraction jobs also include one automatic stronger redo. Review the preview before unlocking the full export.

Keep the original file until you have checked the result. Source files are stored privately for the preview, unlock, and redo window, then removed after failed extraction, completed redo, or the 24-hour source lifecycle. Use the fictional sample CSV to see the output shape before uploading customer or client data.