Source-linked rows
Page number, line number, raw date, confidence, and original text stay with the extracted transaction.
Local bank-statement verification
Bank statement in. Checked Excel out.
Convert a text-based PDF bank statement into editable Excel or CSV rows, compare every transaction with its source, and check the opening-to-closing balance before the data enters your books.
For born-digital PDFs with selectable text. Scanned or image-only statements are reported as unsupported. Always review the result before using it in bookkeeping, accounting, tax, or payment work.
Verification desk / local session
[P1:L18]
05 Jul Client payment REF 40831 Credit 1,250.00 Balance 8,944.62
Opening7,818.42+Movement+1,057.85=Closing8,876.27 ✓
Your sourceOne text-based statement in the free web or Windows app
Your reviewEdit, exclude, trace, and reconcile every extracted row
Your filesExcel or evidence-rich CSV created on your device
Your proof100 invented PDFs across 20 regression-tested layouts
A controlled three-step close
Extract. Verify. Export.
The app is built around the part that generic PDF converters skip: proving that the rows you received match the statement you selected.
- 01 / Select
Bring one statement.
Select a born-digital PDF. If it is encrypted, enter its password locally for the active session. Nothing is uploaded.
- 02 / Review
Check every transaction.
Correct dates, descriptions, amounts, or balances; exclude a false row; and inspect the page, line, and original source text.
- 03 / Reconcile
Download with the difference visible.
Opening balance plus movement is checked against closing balance. Unresolved dates, mixed currencies, and mismatches stay explicit.
The verification desk
Every value keeps a trail back to the PDF.
Review is not a six-row preview. Search the full transaction set, move through pages, undo edits, and keep the source evidence beside the row under inspection.
Editable before export
Change a date, description, amount, or balance, exclude a row, and undo without altering the original PDF.
Live reconciliation
Totals and opening-to-closing movement recalculate as you edit so a discrepancy cannot disappear behind a polished file.
Unsafe exports stop
Unresolved dates, conflicting currencies, missing account metadata, or an unacknowledged mismatch block the affected export.
Useful free. Faster when the work repeats.
Start with a complete single-statement workflow.
The public converter and Microsoft Store app include review, reconciliation, Excel, and CSV without an account. Pro is for repeated close work and accounting-specific formats.
Test your own statement in the free workflow before you buy. Pro requires Windows 10 or 11; the web converter remains the free single-statement edition. Scans are unsupported in both editions.
One statement
Available now / $0
- Full editable transaction review
- Source evidence and reconciliation
- Evidence CSV and XLSX workbook
- No account, upload, tracking, or watermark
Repeated close work
USD 69/year plus applicable tax
- Up to 20 statements per local batch
- QuickBooks CSV and Xero CSV
- QBO, OFX, and QIF files
- Same local review and reconciliation
One annual subscription renews automatically until cancelled, includes no trial, and activates Pro on up to three Windows devices. Paddle shows applicable tax and the final total before payment.
Already bought Pro? Retrieve your license with your Paddle receipt, then choose Activate Pro in the Windows app.
Private by architecture
Financial documents do not become a Needly Labs dataset.
The web app processes the selected document in your browser. The packaged Windows interface is bundled locally and blocks document processing from making web requests.
- No document upload, Needly Labs account, or cloud document history
- No analytics, advertising, telemetry, tracking pixels, or cookies
- No automatic categorization, payment, tax, or accounting decisions
- No direct bank, QuickBooks, Xero, or accounting-system connection
- No OCR claim: image-only statements are rejected instead of guessed
Questions before you choose a statement
Clear limits are part of the product.
Bank layouts vary. PDF Anything exposes ambiguity and keeps the final bookkeeping decision with the person reviewing the source.
Does PDF Anything upload my bank statement?
No. The selected PDF, password, extracted text, corrections, and exports stay in your browser or installed Windows app. Needly Labs receives none of the document content.
Can it convert a scanned bank statement?
Not yet. PDF Anything supports text-based PDFs. It rejects image-only scans instead of guessing with unreviewed OCR.
Does it connect to QuickBooks or Xero?
No. Windows Pro prepares reviewed QuickBooks CSV, Xero CSV, QBO, OFX, or QIF files locally. You remain responsible for reviewing and importing the file.
What happens when the balance does not reconcile?
The mismatch stays visible. You can compare each row with its source evidence, correct or exclude rows, and must explicitly acknowledge an unresolved mismatch before export.
Try the complete review loop
Bring one statement. Keep it on your device.
Use the invented sample first, or select a text-based statement when you are ready. Review every row before you rely on the export.