BankSheet AI: Bank Statement, Credit Card & Receipt PDF to Excel/QuickBooks

Description

Convert Bank Statements, Credit Card PDFs & Receipts to Excel, Google Sheets, QuickBooks & Xero with 4-Way Balance Reconciliation. Convert Bank Statements, Credit Card PDFs & Receipts into Reconciled Excel, Google Sheets, QuickBooks Online & Xero CSVs in 3 Seconds — With 4-Way Mathematical Balance Verification. Stop manually re-typing PDF bank statements or fixing broken OCR columns. BankSheet AI lives right inside your Chrome Side Panel and turns digital or scanned financial statements into 100% balance-verified spreadsheets ready for QuickBooks, Xero, or tax preparation. 🛡️ WHY CPAs, BOOKKEEPERS & BUSINESS OWNERS CHOOSE BANKSHEET AI: Generic PDF-to-Excel tools misread digits and invert debit/credit signs, forcing you to spend hours hunting down reconciliation errors. BankSheet AI solves this with a deterministic 4-Way Balance Reconciliation Scoreboard: 1. Transaction Count Audit: Verifies continuous chronological extraction (#1 to #N) across multi-page statements so no row is ever skipped. 2. Total Deposits (+ Credits) Check: Sums all extracted deposits and compares them against the statement's printed summary total. 3. Total Withdrawals (- Debits) Check: Sums all extracted debits, checks, and card charges against the printed summary total. 4. Ending Balance Reconciliation: Mathematically verifies that Opening Balance + Total Deposits - Total Withdrawals = Printed Ending Balance down to $0.01, highlighting any discrepancy row in red with a 1-Click "⚡ Auto-Reconcile Balance" button. 🏷️ AI TAX & BOOKKEEPING AUTO-CATEGORIZATION: Automatically assigns clean IRS Schedule C / General Ledger categories (Sales Revenue, Payroll & Wages, Software & Cloud, Meals & Entertainment, Travel, Office Supplies, Rent & Utilities, Auto & Fuel) to messy bank merchant descriptions. 🎯 1-CLICK ACCOUNTING & SPREADSHEET EXPORT PRESETS: • Google Sheets (1-Click Copy & Ctrl+V Paste) • Microsoft Excel (.CSV with UTF-8 BOM support) • QuickBooks Online CSV (4-Column Credit/Debit & 3-Column Signed Amount) • Xero Bank Feed CSV (*Date, *Amount, Payee, Description, Reference) • IRS / Tax Expense Summary Log ⚡ ZERO SETUP — TRY INSTANTLY: • Click "⚡ Try Sample Statement" inside the extension to test the 4-Way Balance Reconciliation Engine immediately. • Includes 5 free statement scans per month (no API key or credit card required). Upgrade to BankSheet AI Pro ($19/month) anytime for unlimited fair-use extractions. • Supports 6 interface languages: English, Korean (한국어), Chinese (中文), Spanish (Español), German (Deutsch), and Japanese (日本語).

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