Bank Statement Converter for Small Business

Built for small business owners and entrepreneurs. Convert bank statement PDFs to categorized Excel exports and visual dashboards in seconds.

Upload Statement — $2.99

The Problem

Limited visibility into where money is actually going each month makes planning difficult

Tracking expenses across multiple accounts without a dedicated finance team is overwhelming

Recurring charges and forgotten subscriptions quietly erode margins without being noticed

Cash flow surprises hit hard when there is no system to see income and expenses clearly

Hiring a bookkeeper or accountant for basic statement analysis feels like overkill for a small operation

How StatementVision Helps

A visual dashboard breaks down spending by category so you instantly see where every dollar goes

Spending pattern analysis highlights trends month over month so you can spot rising costs early

Automatic recurring charge detection surfaces every subscription and repeated payment in one list

Income vs. expense summaries give you a clear cash flow picture without accounting knowledge

Self-service conversion means you get professional-grade analysis without hiring additional staff

Key Features for Small business owners and entrepreneurs

Visual spending breakdown by category with charts

Month-over-month trend analysis for income and expenses

Recurring charge and subscription detection

Cash flow summary with income and expense totals

Excel export for sharing with your accountant or advisor

Merchant-level spending analysis to identify top vendors

I had no idea how much we were spending on software subscriptions until StatementVision flagged them all. We cut three tools we weren't even using and saved over $400 a month.

— Verified Small

Frequently Asked Questions

Ready to Save Hours?

Upload your first bank statement and see why small business owners and entrepreneurs love StatementVision.

Upload Statement — $2.99