Statement conversion, simplified
The platform foraccounting teams.
Upload bank and card statements once, review every line with rules, and export in the formats your tools expect—so you only set up your workflow once and get reliable results every time.
What's included
Everything you need
From upload to export, Account Convert covers the full pipeline with a professional, consistent experience.
Multi-format conversion
Upload statements and export clean data as QBO, QFX, OFX, QIF, or CSV—aligned with what QuickBooks and your stack expect.
Open →Rules engine
Define renaming and categorization rules with priorities so every run stays consistent.
Open →Review before export
Edit payee, memo, and category in a dedicated review step to catch issues early.
Open →Multi-tenant & secure
Isolated workspaces for your organization with a pipeline built for production workloads.
Open →Plans that scale
Monthly or annual plans with per-user pricing and a clear monthly converted-file limit.
Open →Format fidelity
Structured exports with attention to date and field conventions across OFX, QIF, and more.
Open →The workflow
Upload, review, export
A deliberate three-step flow so nothing slips through before it reaches QuickBooks or your ledger.
Upload statement
Drop CSV, TXT, or PDF. Pick QBO, QFX, OFX, QIF, or CSV as your export target.
Review & edit
Rules run automatically. You adjust payee, memo, and category on any line that needs it.
Export clean data
Download a file structured for your accounting stack—with tenant isolation end to end.
Pricing
Simple per-user pricing
Monthly or annual billing. Each user includes up to 100 converted files per month.
Monthly
From $150 / user / mo
- 100 converted files per month
- Per-user pricing
- Email support
Annual
$1,500 / user / yr
- 100 converted files per month
- Per-user pricing
- Save vs monthly billing
Testimonials
Trusted by finance teams
“We stopped hand-editing OFX files every month. Upload, review, export—done in minutes instead of an afternoon.”
Mara Chen
Controller, Northline Advisory
“Rules keep payee names consistent across clients. The review step catches the edge cases before they hit QuickBooks.”
James Okonkwo
Partner, Ledger & Co.
FAQ
Frequently asked questions
Everything you need to know before your first conversion.
Which bank statement formats can I upload?
CSV, TXT, and PDF are supported today—including common Wells Fargo PDF exports. If a PDF cannot be parsed, export CSV from your bank and upload that instead.
What export formats are available?
QBO, QFX, OFX, QIF, and CSV. Choose the target format before upload so the pipeline produces files your accounting stack expects.
Can I edit transactions before export?
Yes. After parsing, open the review step to adjust payee, memo, and category on each line before generating the final file.
How does multi-tenant isolation work?
Every organization gets an isolated workspace. Server-side APIs derive tenant context from your session—never from client-supplied IDs.
How does billing work?
Choose monthly billing from $150 per user or annual at $1,500 per user. Each seat includes up to 100 converted files per month. Checkout is handled via Stripe.
Where is my data stored?
Uploads and exports are processed server-side with tenant-scoped storage. Secrets and signing keys never reach the browser.
Ready to convert your first statement?
Create your workspace and choose monthly or annual billing when you are ready.
Get started