Bank Statement Converter for Tax Preparation
Built for tax professionals and individuals preparing taxes. Convert bank statement PDFs to categorized Excel exports and visual dashboards in seconds.
Upload Statement — $2.99The Problem
The year-end scramble to gather and organize 12 months of bank statements creates unnecessary stress
Missing receipts force you to reconstruct expense records from raw statement data manually
Identifying deductible expenses buried in hundreds of transactions is slow and easy to get wrong
Clients provide statements in different formats, making it hard to consolidate a full-year picture
Without proper categorization, legitimate deductions get missed and refunds are left on the table
How StatementVision Helps
Upload a full year of statements and get a 12-month categorized breakdown in minutes
Automatic expense categorization groups transactions into tax-relevant categories like office supplies, travel, and meals
Organized Excel exports give you a clean, auditable record to support every deduction claimed
Multi-bank support lets you consolidate checking, savings, and credit card activity into one view
Summary totals by category make it easy to transfer figures directly onto tax forms
Key Features for Tax professionals and individuals preparing taxes
Full-year statement upload and consolidated analysis
Tax-relevant expense categorization with IRS schedule alignment
Category-level summary totals for quick form entry
Excel and CSV export with transaction-level detail
Income vs. expense separation for Schedule C and other forms
Merchant-level grouping to identify recurring deductible expenses
“During tax season I used to spend hours per client just organizing their bank data. Now I upload their statements and get a categorized breakdown that maps right onto their Schedule C.”
— Verified Tax
Frequently Asked Questions
Ready to Save Hours?
Upload your first bank statement and see why tax professionals and individuals preparing taxes love StatementVision.
Upload Statement — $2.99