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.
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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
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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.
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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 $29Key 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
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
Limitations
Frequently Asked Questions
How do I convert a PDF bank statement to CSV or Excel?
Is CapyParse free to use?
Which banks and formats are supported?
Can it read scanned or photographed bank statements?
How do I import the converted file into QuickBooks?
Can it handle statements with multiple accounts?
Is my financial data secure?
Getting Started
- 1 Step 1: Upload your bank statement PDF (digital file or scanned/photo) using the homepage uploader.
- 2 Step 2: Let CapyParse's OCR and AI extract transactions and review extracted fields and confidence scores.
- 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
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