Finstatly
What is Finstatly?
Finstatly is an online bank statement converter for turning text-based PDF statements into Excel, CSV, QBO, OFX, or QIF files. It extracts transaction details so users can review them in a spreadsheet or import them into accounting software such as QuickBooks, Xero, Sage, MYOB, or Quicken. The service is designed to reduce manual transaction entry and supports statements from more than 1,000 banks. It offers 5 free pages for new accounts, paid monthly or annual plans, and optional page credits for active subscribers.
How to use Finstatly?
Sign in, upload a text-based PDF bank statement, and choose an output format such as Excel, CSV, QBO, OFX, or QIF. After the file is processed, download it to review or import into compatible accounting software. New accounts receive 5 free pages, and no credit card is needed for the free allowance.
Finstatly's Core Features
Converts PDF bank statements into Excel, CSV, QBO, OFX, and QIF
Extracts transaction dates, descriptions, debit and credit amounts, and balances
Supports statements from more than 1,000 banks
Provides files for accounting tools including QuickBooks, Xero, Sage, MYOB, and Quicken
Automatically returns reserved pages when a conversion fails
Encrypts uploads and automatically deletes statements after processing
Finstatly's Use Cases
Convert monthly client bank statements into QBO files for QuickBooks bookkeeping
Turn PDF statements into Excel or CSV to review and check transactions
Import bank transactions into Xero, Sage, or MYOB using OFX
Process several months of statements for a catch-up bookkeeping client
Convert a year of statements to prepare client records for year-end or tax work
FAQ from Finstatly
What is Finstatly?
How many free pages does Finstatly offer?
Which output format should I use for my accounting software?
Does Finstatly support scanned statements?
How much do paid plans cost?
Do unused plan pages roll over?
Can I buy additional page credits?
What happens if a conversion fails?
How does Finstatly handle uploaded statements?
Finstatly Support Email & Customer service contact & Refund contact etc.
More Contact, visit the contact us page()
Finstatly Company
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More about Finstatly, Please visit the about us page().
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Finstatly Pricing
Free
$0
One-time allowance of 5 pages; 1 seat; no card required.
Beginner
$25 per month or $250 per year
140 pages per month; 1 seat. Annual billing is advertised as 2 months free.
Pro
$59 per month or $590 per year
350 pages per month; 3 seats. Annual billing is advertised as 2 months free.
Business
$99 per month or $990 per year
650 pages per month; 10 seats. Annual billing is advertised as 2 months free.
Subscriber page credits
$0.20 per page
One-time credit purchases for active paid subscribers; $10 minimum purchase, and credits do not expire.
Enterprise
Contact for pricing
Custom pricing and page allowance with unlimited seats.
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