Bank Statement Converter
ChatGPT pluginPDF to Excel, CSV & QuickBooks
Convert PDF bank statements and credit-card statements to Excel (XLSX), CSV, or QBO files for QuickBooks. Bank Statement Converter by Taxomate helps bookkeepers, accountants, and business owners turn statement PDFs into transaction files they can review and import.
Review extracted transactions, correct questionable rows, and check opening-to-closing balances before exporting. Use Excel or CSV for spreadsheet workflows, or download a QBO file for QuickBooks import.
Connect your Bank Statement Converter by Taxomate account to use the app. Conversions are temporary by default; you can save a conversion to your account or delete it. Upload statements with masked account or card numbers. Extraction can require corrections, and export availability depends on the statement's review and balance checks.
Bank Statement Converter is #13,184 of 13,927 ChatGPT plugins by placement, down 1,279 places in a week.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance1,081st of 1,131 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1079 | #13168 | 1,286places down | |
| 1080 | #13171 | — | |
| 1081 | #13184 | 1,279places down | |
| 1082 | #13185 | 1,279places down | |
| 1083 | #13189 | 1,277places down |
Example prompts
- “Convert this PDF bank statement to Excel and flag any transactions I should review.”
- “Convert this bank statement to a QBO file for QuickBooks without saving it to my account.”
- “Save this conversion to my Bank Statement Converter by Taxomate account.”
- Categories
- Made by
- Relay Capital LLC · Website
- Sign-in
- On Install
- Capabilities
- Convert bank statements, Review extracted transactions, Export Excel, CSV and QBO
- Availability
- Available
- Version
- 0.1.7
- Keywords
- bank-statement-converter, bank-statements, pdf-to-excel, pdf-to-csv, bank-statement-to-qbo, bookkeeping, xlsx, quickbooks
- Created
- October 22, 2026
- More info
- Sponsorship
- Promote this plugin