Statements to a ledger Google Sheets add-on

BankStmt AI

Convert PDF bank and card statements into a checked ledger.

Every transaction from every page, a balance check on each statement, transfers paired across accounts, recurring charges surfaced, and a CSV ready for QuickBooks or Xero.

$19/month Works in Google Sheets Files not stored

Built for bookkeepers, cpas, tax preparers, small businesses and e-commerce sellers.

Continuity checkChecked on every run
Not storedProcessed in memory
Features

Everything BankStmt AI does for you

Balance check

Opening + transactions is compared with the closing balance, plus a per-row running-balance check that pinpoints a missed line.

Continuity check

Each statement's opening balance is compared with the previous closing balance, so a missing month stands out.

Transfers paired

Card payments and moves between your own accounts are matched, so nothing is counted as both income and expense.

Subscriptions & price rises

Recurring charges are grouped by merchant with cadence, yearly cost and any price increase.

Home currency

Statements in another currency get a home-currency column at ECB daily reference rates.

QuickBooks & Xero export

3- or 4-column QBO bank-feed CSV, or Xero format, per account or for everything.

How it works

Up and running in minutes

Pick

Select up to 20 statement PDFs from Drive.

Check

BankStmt extracts every row and runs the balance and continuity checks.

Export

Pair transfers, review flags, then export to your accounting tool.

Pricing
$19/month

400 pages a month, pause off-season. Or page packs. 1 credit per page.

Or get all six add-ons with the Suite Pass for $49/month.

Start free
Good to know
"Balance check passed" means the statement's numbers add up, not that they're correct. Categories are not tax advice.

Your files stay yoursDocument contents are processed in memory and not stored by our servers. We store your account ID, credit balance and usage counts.

Least-privilege accessWe only see files you pick or files the add-on creates. No add-on asks for your whole Drive.

FAQ

Questions about BankStmt AI

Does 'balance check passed' mean the statement is correct?

It means the numbers on the statement add up. It doesn't prove the bank's figures are right. Verify before filing.

Which banks are supported?

Any text-based or scanned PDF statement. Unusual layouts may need more review; flagged rows tell you where.

Can I connect it to ContractSentinel?

Yes. Mark a subscription "Track in ContractSentinel" and import it from ContractSentinel in the same spreadsheet.

Full BankStmt AI documentation

More from the suite

Pairs well with

Invoices to Sheets

ParseSheet AI

Turn PDF invoices into clean Google Sheets rows.

10 free credits · Freelancers

Try BankStmt AI free

Install from the Google Workspace Marketplace and use your free credits on real files today.