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Bank Statement Converters Compared: DocuClipper, Bank Statement Converter, Manual Entry and Orilami

By 4 min read
Bank StatementsExcelComparison

A bank statement holds an account number, a name, an address and a year of someone's spending. Turning it into a spreadsheet is routine work for bookkeepers, accountants, lenders and anyone doing their own taxes, and there are three broad ways to do it: type it in, upload it to a conversion service, or convert it on your own device.

This page compares manual entry, two upload services, DocuClipper and Bank Statement Converter (bankstatementconverter.com), and Orilami's Bank Statement to Excel Converter, which runs in your browser. Facts about the other services come from their own pages, listed at the end, checked on 9 November 2026. Prices change, so check before you buy.

The short version

Bank statement converters compared
Manual entryDocuClipperBank Statement ConverterOrilami
Where the work happensWith youOn DocuClipper's serversOn the service's serversIn your browser, on your device
Does the statement leave your device?NoYes, it is uploadedYes, it is uploadedNo
Checks its own workOnly if you reconcile by handCompares totals with the statement's printed opening and closing balancesNot described on the pages checkedRunning balance checked on every row; rows that don't add up are shown in red
Scanned statementsYes, slowlyYes, with text recognitionNot described on the pages checkedYes, with on-device text recognition
ExportsWhatever you typeExcel, CSV, QBO, QFX, OFX, QIF, XeroExcel and CSVExcel (with Summary, Monthly, Categories and Recurring sheets), CSV, QBO, OFX, QFX, QIF
How you payYour timeFrom $29 a month for 60 pages; 14-day free trialA few free pages every 24 hours, paid plans abovePreview free, then 10 tokens per page (15 for a scanned page)

Manual entry

Typing transactions into a spreadsheet costs nothing and never sends the statement anywhere. For one short statement it is often the fastest option. It also scales badly: a year of statements is hours of work, and a single mistyped figure can take longer to find than the typing took. If you go this way, add a running-balance column and compare it with the statement's printed balance at the end of each page.

Choose it if you have one or two short statements and no tool approved for the data.

DocuClipper

DocuClipper is a full service built for accounting firms. You upload statements (one at a time, in batches, by email or through an API), it extracts the transactions with text recognition where needed, and it compares the extracted totals with each statement's printed opening and closing balances, flagging statements that do not tie out before you export. It exports to Excel, CSV, QBO, QFX, OFX, QIF and Xero, connects directly to QuickBooks Online and Xero, and handles invoices, receipts and tax forms too. Its pricing starts at $29 a month for 60 pages, with a 14-day free trial that needs no credit card.

The trade-offs are the upload and the subscription. Your clients' statements are processed on DocuClipper's servers, so check that your engagement letters and data-protection obligations allow it. A monthly page allowance suits steady volume better than occasional use.

Choose it if you convert statements every week, want direct pushes into QuickBooks or Xero, or need invoices and tax forms handled in the same place.

Bank Statement Converter

Bank Statement Converter is a simpler website: upload a PDF statement and get a spreadsheet back. It offers a small number of free pages every 24 hours, with paid plans for more, and exports to Excel and CSV. As with any upload service, the statement is processed on the provider's servers.

Choose it if you need a quick, occasional conversion of a statement that you are allowed to upload.

Orilami Bank Statement to Excel Converter

The Bank Statement to Excel Converter runs in your browser: the statement is read from your disk and converted in memory, and nothing is uploaded. That includes password-protected PDFs, since the password is typed into your own browser.

It reads statements in English, French, Spanish, German and Arabic, checks the running balance on every row and marks any row that does not add up, so a missed or misread line is visible before you export. The Excel workbook has a category for each transaction plus Summary, Monthly, Categories and Recurring sheets; you can also export CSV (in its own, QuickBooks Online or Xero layout) or QBO, OFX, QFX and QIF files. Up to 12 statements and 200 pages go into one conversion, merged into one spreadsheet.

Honest limits: a statement downloaded from online banking is read from its text, which is fast and exact; a scanned or photographed one is read by text recognition, which is slower and can misread a faint figure (the balance check is there to catch that). Arabic descriptions can come out in the wrong word order on some statements and may need a fix in the preview. It does not push data straight into accounting software; you import the file.

Choose it if the statements should not be uploaded, you convert now and then and do not want a subscription, or you want the categories and monthly summary in the same file. Previewing the converted table is free. Downloading costs 10 tokens per page that contains transactions (cover, terms and blank pages are free) and 15 tokens for a scanned page, and one charge covers every format of that conversion.

Whatever you use, check these three things

  1. The balance ties out. The last running balance should equal the closing balance printed on the statement.
  2. The row count is right. Compare the number of transactions with the statement, especially across page breaks, where rows are most often dropped or doubled.
  3. Signs are right. Debits and credits swapped in one column will still "balance" in some layouts. Spot-check a refund and a fee.

For the reasons conversions go wrong, read why bank statement converters get numbers wrong. If you need to share a statement with someone without its account numbers, the Sensitive Info Remover removes them for real, on your device.

Sources

Checked on 9 November 2026:

Product names are trademarks of their owners. Orilami is not affiliated with DocuClipper or Bank Statement Converter.

Tools for this

Bank Statement to Excel Converter

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Convert PDF bank statements to Excel and CSV, with every running Balance checked to the cent, even Password-protected ones.

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