CapyParse Bank Statement Converter

CapyParse is a bank statement converter aimed at bookkeepers and small businesses. Users upload a PDF statement (digital PDFs, scans, or phone photos), the tool extracts dates, descriptions, and amounts, checks them against the statement's opening balance, deposits, withdrawals, and closing balance, and flags unproven rows before export. The page offers a free demo of up to 6 pages per day without signup, a free account with 10 pages, and paid plans (Starter at $29/month, Firm at $79/month, and a Custom tier). Projects let users group a year of statements per client or account, check for missing or duplicate months, and apply saved categories and payee rules. The page also describes AI-assisted categorization, payee normalization, and built-in OCR, and states that it supports English and French statements and 1,000+ banks, with data encrypted in transit and at rest.

Key features

• Converts PDF bank statements to CSV, Excel (XLSX), QBO, OFX, and QFX
• Built-in OCR for scanned and photographed statements
• Balance checks: opening balance, deposits, withdrawals, and closing balance must reconcile
• Rows that cannot be proven are flagged as Needs review
• Per-account splitting of consolidated statements
• Projects that combine a year of statements, with missing or duplicate month flags
• Saved categories and payee rules per project
• AI categorization, payee normalization, and date and sign fixes in the export editor
• Supports English and French statements, plus credit card and investment statements
• Side-by-side review with the original page
• Batch export of multiple statements as one file (on Firm plan)

Best suited for

• Bookkeepers and accounting firms
• Small businesses
• Accountants catching up on a year of client bank statements
• Users importing transactions into QuickBooks, Xero, Sage, Wave, or spreadsheets

Pricing

Free: $0/month with 10 free pages. Starter: $29/month for 150 pages. Firm: $79/month for 600 pages. Custom: contact sales. Annual billing available with 2 months free.