ParseBank

Frequently asked questions

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Converting statements

How do I convert a bank statement PDF to Excel?

Drop the PDF into the converter, wait a few seconds while each page is read and verified, then download the result as Excel, CSV, QuickBooks, Xero, or JSON. Your first page each day is free with no account.

How accurate is the extraction?

Every row is cross-checked against the running balance printed on your statement. Rows that don't reconcile are highlighted for review in the built-in editor, so errors are caught before export rather than discovered in your books.

Which banks are supported?

All of them. The converter reads each page visually instead of relying on bank-specific templates, so statements from any bank, neobank, or card issuer work, including non-English statements in French, German, Spanish, and Italian.

Does it work with scanned statements and photos?

Yes, scans and phone photos go through the same AI vision pipeline as native PDFs. You can upload several photos of the same statement together — they become one document, one page per photo. Password-protected PDFs are supported too; the password is used once and never stored.

Can I leave the page while a conversion is running?

Yes. Conversion runs on our servers, so closing the tab changes nothing. If you're signed in, the document appears in your Documents list with a live status, and you'll get an email if a conversion fails. As a guest, keep the results link (or sign in afterwards to attach the conversion to your account).

I converted a statement as a guest. Will it show up in my account when I sign in?

Yes. Conversions made on this browser are attached to your account automatically the first time you open your Documents page after signing in. Guest conversions are kept for 24 hours, so sign in within a day to keep them.

Pricing & pages

How do page credits work?

1 credit converts 1 statement page. Every plan includes a monthly allowance — 10 pages on Free — that refills on your billing date. Unused pages don't carry over: they're an allowance, not a wallet.

What happens when I upgrade?

Your new plan starts the moment you upgrade: you pay the new plan's full price minus credit for the unused time on your old plan, your page counter resets to the new monthly allowance immediately, and your renewal date moves to that day.

How do I cancel or downgrade?

From the billing page, any time. You keep your current plan and pages until the end of the period you've paid for — downgrades and cancellations take effect at renewal, and you can change your mind up to that date.

Do I need a card for the free plan?

No. Guests can convert 1 page a day with no account at all, and free accounts get 10 pages every month with no card on file.

Privacy & data

Is my bank statement safe?

Yes. Files are transferred over an encrypted connection and the original PDF is deleted from our servers the moment conversion finishes. Extracted data expires automatically, and nothing you upload is ever used to train AI models.

How long is my extracted data kept?

You choose: 7 days to 1 year, or keep it until you delete it. The setting lives on your account page and applies to new conversions. Original files are always deleted right after processing regardless of this setting.

Can I delete my account and everything with it?

Yes, from the account page. Deletion is immediate and permanent — conversions, transactions, API keys, and settings — and cancels any subscription. You receive a confirmation email as your record of erasure.