capyparse

capyparse

CapyParse is a web-based bank statement converter that uses built-in OCR and AI to extract transactions from PDF, scanned, or photographed bank statements and export clean, import-ready files (CSV, Excel, QBO, OFX, QFX) for accounting tools like QuickBooks and Xero.

capyparse is finance software teams evaluate for finance. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Freemium Enterprise
#68 in Finance (68 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

Review official source →

Quick Overview

Best for: Finance

What it does

Finance software for decision-makers comparing workflow fit and alternatives.

Best fit

Finance

Pricing snapshot

Freemium from $0/month

Next step

Compare capyparse with similar tools before you shortlist it.

Compare this tool before you shortlist it

Review alternatives, pricing posture, and workflow fit side by side.

capyparse

CapyParse converts bank statement PDFs, scanned paper statements, faxes, and phone photos into clean, import-ready transaction data. Users upload a statement (digital or scanned); CapyParse's OCR and AI extract dates, descriptions, and amounts, verify amounts against the original document, and present confidence scores so users can review only uncertain fields. Exports include CSV, Excel (XLSX), QBO, OFX and QFX formatted for QuickBooks, Xero, Wave and spreadsheets.

The service is aimed at accountants, bookkeepers and businesses that need accurate, fast statement conversions; the site offers an on-page demo (6 free pages per day) and a free account with additional free pages, plus paid plans for higher volumes and firm features such as batch processing and priority support.

AI-powered PDF and image to CSV/Excel converter with bank statement processing.

Own this listing?

Claim this page for a one-time $29 to add pricing, features, screenshots, verified owner details, and a clearly labeled 30-day category position after the profile is live.

Claim this listing for $29

Key Features

Drag-and-drop PDF upload

Upload a bank statement PDF (digital or scanned) directly on the homepage with no signup for the demo.

Built-in OCR for scans and photos

Reads paper statements, faxes and phone photos with OCR before extraction.

AI transaction extraction

AI extracts dates, descriptions and amounts from every table and verifies values against the original document; every field shows a confidence score.

Multi-account splitting

Consolidated statements with multiple accounts are split automatically into separate tables per account.

Multiple export formats

Exports to CSV, Excel (XLSX), QBO, OFX and QFX, formatted for import into QuickBooks, Xero, Wave and spreadsheets.

Verification & confidence scoring

Extracted fields are scored and amounts/totals are re-verified against the original PDF; flagged items can be reviewed before export.

Export editor

Edit exports before download — categorize transactions, normalize payees, fix dates and flip signs in the export editor.

Privacy & encryption

Uploads are encrypted in transit and documents can be deleted from the user dashboard.

Pricing

Free Tier Available

Try 10 pages free with a free account (no credit card required).

Free

$0/month
  • 10 free pages (no credit card required)
  • CSV & Excel exports
  • Basic support

Starter

$29/month
  • 150 pages/month
  • All export formats including QuickBooks integration
  • 3 workspace members

Firm

$79/month
  • 600 pages/month
  • Batch scan & export
  • Priority processing & support
  • 10 workspace members

Custom

Let's talk (custom pricing)
  • Custom page limits
  • ERP data connectors
  • Dedicated support and Service Level Agreement
  • 15-minute intro call and annual billing options

Use Cases

Account reconciliation and bookkeeping

Convert bank statements into import-ready files for QuickBooks, Xero or spreadsheets to save time on manual data entry.

Accounting firms and bookkeepers

Batch processing, multiple workspace members, and priority processing features support firm workflows and higher volumes.

Processing scanned or photographed statements

OCR and AI enable extraction from paper statements, faxes and phone photos when digital PDFs are unavailable.

Import preparation for finance software

Produce QBO/OFX/QFX files that are formatted for first-try imports into QuickBooks and other accounting systems.

Integrations

QuickBooks

Exports QBO files and QuickBooks-ready formats; Starter plan lists QuickBooks integration.

Xero

Exports OFX/QFX/CSV/XLSX files formatted for import into Xero.

Wave

Exports formatted files compatible with Wave accounting imports.

Google Sheets

Exports CSV/XLSX for use in Google Sheets and spreadsheets.

Benefits

Greatly reduces manual data entry: seconds per statement instead of hours.
High verification accuracy (advertised 99%+ verified accuracy and confidence scoring on extracted fields).
Handles messy documents: blurry scans, foreign layouts, and multi-account PDFs are supported.
Exports formatted for immediate import into popular accounting systems, reducing import errors.

Limitations

Upload restrictions on the demo uploader: PDF only, up to 6 pages and 10 MB max for the on-page demo.
Free/demo limits: homepage demo allows 6 free pages per day; higher or sustained volume requires creating an account or subscribing to a paid plan.

Frequently Asked Questions

How do I convert a PDF bank statement to CSV or Excel?
Upload your bank statement PDF to CapyParse; the AI extracts every transaction automatically. Review the data, then export to CSV, Excel, QBO, OFX, or QFX.
Is CapyParse free to use?
Yes — you can convert up to 6 pages a day on the homepage with no signup, and a free account adds 10 more pages with Excel and QBO export. Paid plans are available for higher volume.
Which banks and formats are supported?
CapyParse works with 1,000+ banks worldwide (including Chase, Bank of America, Wells Fargo, Citi, and Capital One) and exports to CSV, Excel (XLSX), QBO, OFX, and QFX.
Can it read scanned or photographed bank statements?
Yes. CapyParse includes built-in OCR that reads scanned and photographed statements; the site recommends scanning at 300 DPI or higher for best results.
How do I import the converted file into QuickBooks?
Export your statement as a QBO (Web Connect) file and upload it in QuickBooks under Banking, or import the CSV directly; CapyParse formats dates, amounts, and descriptions for first-try imports.
Can it handle statements with multiple accounts?
Yes. Consolidated statements that combine several accounts are split automatically so each account gets its own transaction table and export.
Is my financial data secure?
Uploads are encrypted in transit, documents are stored securely and only accessible to the user, and documents can be deleted from the dashboard at any time.

Getting Started

  1. 1 Step 1: Upload your bank statement PDF (digital file or scanned/photo) using the homepage uploader.
  2. 2 Step 2: Let CapyParse's OCR and AI extract transactions and review extracted fields and confidence scores.
  3. 3 Step 3: Export the cleaned data as CSV, Excel, QBO, OFX or QFX or create a free account for additional free pages and features.

Support

Docs/FAQ

Frequently asked questions and product information available on the site.

Contact form / Sales

Contact via the site for sales inquiries, custom plans, and a 15-minute intro call for custom/enterprise options.

Email / Support (tiered)

Basic support for free users; priority processing and support for Firm plan customers as listed on the pricing page.

API

Available: No

Compare capyparse with similar tools

See how it stacks up against alternatives

Related Tools

View all 68 →
Contact for pricing
QuantSignals FST

QuantSignals FST

QuantSignals FST is a supervised AI trading agent that turns QS Research signals into account-aware, risk-governed brokerage execution with order preview, approval, monitored execution, and a reviewable session record.

Finance
High-growth
Free
fassport

fassport

Fassport is a SaaS platform that combines AI investor matching, automated multi-channel outreach, and an institutional-grade data room to help fund managers and founders manage capital raises for a flat $250/month with no success fees.

Finance
High-growth
Free
cantax

cantax

CanTax.ai is a free, AI-powered chat service that provides Canadians with personalized personal income tax guidance, trained on federal and provincial tax legislation and available 24/7.

Finance
High-growth
Freemium
Forvest

Forvest

Forvest is a crypto portfolio management platform featuring Fortuna, an AI-powered assistant that helps long-term crypto investors monitor risk, track assets across exchanges and wallets, filter relevant news, and receive smart alerts—without trading automation or buy/sell signals.

Finance
High-growth
Paid
Coindecision

Coindecision

Coin Decision is a Chan Theory (Chanlun 缠论)–focused crypto trading workspace that automates Chan structure detection, ranks signals across major crypto pairs, and provides one‑click AI briefs, charts, and webhook/API outputs for traders and desks.

Finance
Enterprise-ready
Freemium
Tradeui

Tradeui

TradeUI is a trading platform for stocks and options that combines options-flow, money-flow, AI-driven signals and alerts, market cycle charts, and community features, aimed at retail and professional traders.

Finance
Free
white-swan

white-swan

White Swan is a B2B, white‑label, no‑code life insurance distribution platform that enables agencies, brokerages, carriers, and financial firms to digitize end‑to‑end life and long‑term care insurance sales with AI‑enabled tools, multi‑carrier forms, instant quotes, and integrations.

Finance
High-growth
Contact for pricing
Finaloop

Finaloop

Finaloop is an AI-native financial operating system and ecommerce accounting service that combines real-time accounting, inventory management, analytics, and finance operations for direct-to-consumer and ecommerce brands.

Finance

Premium Alternatives

Paid
Coindecision

Coindecision

Coin Decision is a Chan Theory (Chanlun 缠论)–focused crypto trading workspace that automates Chan structure detection, ranks signals across major crypto pairs, and provides one‑click AI briefs, charts, and webhook/API outputs for traders and desks.

Finance
Enterprise-ready
Paid
financeops

financeops

FinanceOps is an AI-first A/R automation platform that uses always-on, empathetic AI agents to automate collections, optimize outreach timing and channels, reconcile payments, and improve recovery rates for finance teams without increasing headcount.

Finance
Paid
cpa-pilot

cpa-pilot

CPA Pilot is an AI-powered tax workspace for CPAs, EAs, and tax firms that automates tax return review, research, client communications, organizers, projections, and advisory reporting through built-in AI workflows.

Finance
Paid
invoice-box-发票盒子

invoice-box-发票盒子

发票盒子是一款面向个人与企业的智能发票管理与报销助手,支持一键收集电子发票、AI 自动分类与查重、拍照 OCR、生成报销单与导出对账 Excel,提供 iOS/Android/网页版与云端同步备份。

Finance
Paid
quanta

quanta

Quanta provides expert SaaS accounting and back-office bookkeeping/controller services backed by software (Prism) that surfaces explainable, traceable financial answers and continuous accounting for software businesses.

Finance

Explore Related Categories

Explore by Outcome