The team behind Convert My Bank Statement and our mission to save accountants and tax professionals valuable time.
Most banks worldwide don't offer CSV or Excel statements. We noticed that people, especially accountants and tax professionals, struggle to convert PDF bank statements to CSV or Excel. Manual data input consumes a significant amount of time—time that could be better spent serving clients and growing businesses.
Although there are a few tools in the market, we observed that they are not accurate in converting PDF bank statements to CSV. Bank statements come in various formats, with complex tables and layouts that generic PDF converters simply can't handle properly.
This inspired us to develop Convert My Bank Statement (CMBS) to help accountants and tax professionals save time and simplify their lives. We built our solution from the ground up with a focus on accuracy, ease of use, and support for the unique formatting challenges of financial documents.
We launched Convert My Bank Statement in September 2023, and since then, thousands of accountants and tax professionals globally have entrusted us with their needs. What started as a solution to a common problem has grown into an essential tool for financial professionals worldwide.
To empower financial professionals by automating tedious data entry tasks, allowing them to focus on delivering value to their clients instead of spending hours on manual data entry.
