Statements to Sheets converts bank statements and financial PDFs to CSV for Excel, QuickBooks, and Xero. Free 50-transaction trial, plans from $9/month.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
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Statements to Sheets is a web-based converter that turns financial PDFs into spreadsheet-ready CSV files. Users upload bank statements, credit card statements, invoices, receipts, and accounting reports, and receive output that works in Excel, Google Sheets, QuickBooks, and Xero. It is built for individuals, small businesses, and accounting firms, and is operated by Cascade Foundry, LLC.
The product began as a Python script that founder Jeff Gough wrote to convert more than 300 pages of scanned bank statements into CSV for a friend preparing a QuickBooks import. Gough launched it as a hosted service in November 2025 and later added support for invoices, receipts, and tabular reports. The stated goal is a secure, dependable tool that works as expected.
Users upload a PDF and the service parses it in several stages. An algorithmic pass handles bank formats, tabular data, and multi-line transactions. A second pass uses AI to review the result and catch extraction errors. For scanned files, automatic OCR reads the text first, and the company says it is designed to cope with poor scans.
The finished CSV can be downloaded in the browser or delivered by email. Files can be up to 32MB, and the site says statements hundreds of pages long process without timeouts. Uploads are handled in memory on Google's servers and purged after conversion. If a statement cannot be converted, the site invites users to email the team, since new formats are added over time.
Extraction quality is the main focus. The service combines multi-stage parsing, an AI validation pass, and OCR, and the pricing page claims over 99% accuracy. It supports a broad set of documents, including bank and credit card statements, invoices, receipts, expense reports, profit and loss statements, balance sheets, tax forms, purchase orders, and payroll records.
Other capabilities include payment app statements from Cash App, Venmo, and PayPal, CSV output compatible with Excel, Google Sheets, QuickBooks Online, QuickBooks Desktop, and Xero, and email delivery. The Accountant plan adds batch processing of 10 or more files at once, or a zip file, with priority queue processing. The site says the service works on desktop and mobile.
Statements to Sheets is a web-based tool that converts bank statements, invoices, receipts, and other financial PDFs into CSV files. The files can be used in Excel, Google Sheets, QuickBooks, and Xero. It is made by Cascade Foundry, LLC.
Monthly plans start at $9 for Personal (500 line items), then $19 for Small Business (3000 line items) and $49 for Accountant (unlimited line items). A one-time pack of 500 transactions costs $15. Prices are in USD, and taxes may apply.
Yes. The first 50 transactions are free, and no credit card is required. The free trial allows a single file upload at a time.
Yes. The service applies automatic OCR to scanned documents and says its character recognition is designed for poor scans and dirty documents. Files can be up to 32MB.
The site says all major banks and financial institutions are supported, including Chase, Bank of America, Wells Fargo, Capital One, Citibank, credit unions, and international banks. It also converts invoices, receipts, P&L statements, balance sheets, tax forms, purchase orders, and payroll records.
The company states that files are encrypted with TLS 1.3 in transit and AES-256 at rest, processed in memory, and deleted after 24 hours. It says it does not resell data and describes 13 layers of security. It calls itself SOC 2 Ready.
The CSV output is listed as compatible with Excel, Google Sheets, QuickBooks Online, QuickBooks Desktop, Xero, and other major accounting software. Results can be downloaded in the browser or delivered by email.
Yes. Plans can be upgraded or changed at any time, and upgrades are prorated. Billing is managed from the profile menu, and cancellation carries no penalties or hidden fees.