Finstatly

Finance

Free Trial

Added on Nov 07,2026

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Description

Finstatly is an AI-powered bank statement converter that turns PDF bank statements into spreadsheets and accounting import files.

It is aimed at bookkeepers and accountants. A user uploads a text-based PDF statement (up to 25 MB), and the conversion starts automatically after sign-in and page checks.

Output formats include Excel, CSV, QBO, OFX and QIF, so the file can be imported into accounting software without retyping transactions.

The site states that it is GDPR compliant, uses 256-bit encryption and deletes files automatically. It also offers other file converters, a blog and a help section.

Pricing: the first 5 pages are free with no card needed. Paid plans are billed per page allowance each month: Beginner at $25 a month ($20.83 a month billed yearly, 140 pages), Pro at $59 a month ($49.17 a month billed yearly, 350 pages) and Business at $82.50 a month billed yearly (650 pages, 10 seats). Extra credits can be topped up.

It is suited to accounting firms, bookkeepers and finance teams that process many bank statements.

By the PowerfulAI.tools Editorial Team · Updated 7 November 2026 · Researched with AI assistance and checked against the official Finstatly website · How we review tools

Finstatly Key Features

  • Converts PDF bank statements to Excel, CSV, QBO, OFX or QIF in one upload
  • QBO files import into QuickBooks Online and Desktop; OFX suits Xero, Sage and MYOB
  • Handles statements from Chase, Bank of America, Wells Fargo and 1,000+ other banks
  • Keeps date, description, amount and running balance for every transaction row
  • Downloadable Chase sample statement and converted files for test imports before uploading
  • Extra converters for CSV to QBO, QBO to IIF, QFX to CSV and more

Finstatly Pricing

After 5 free pages, Beginner costs 25 USD per month for 140 pages, Pro 59 USD for 350 pages and 3 seats, and Business 99 USD for 650 pages and 10 seats.

Pricing checked against the official Finstatly website in November 2026. Prices can change, so confirm before you buy.

Who is Finstatly best for?

Bookkeepers and accountants who need to move PDF bank statement transactions into QuickBooks, Xero, Quicken or a spreadsheet without retyping them.

Things to know before using Finstatly

  • Works with text-based PDFs up to 25 MB.
  • The 5 free pages are a one-time signup allowance.

Finstatly FAQs

Does Finstatly keep my bank statements?

Finstatly says uploads are protected with 256-bit encryption, auto-deleted and handled in line with GDPR.

Who operates Finstatly?

The service is run by Imperium Software LLC.

Finstatly Alternatives

Popular alternatives to Finstatly include Stocknews AI, Finalle and StockGPT. Compare their pricing and what each is best for below.

ToolPricingBest for
Stocknews AI Free Retail investors and stock watchers who want a filtered feed of market news from major finance outlets.
Finalle Free Retail traders and investors who want news and social-media-driven market signals summarised for them without a trading...
StockGPT Freemium Retail investors who want to monitor insider, fund and congressional trading filings and get alerted when notable trades...
Uptrends.ai Free Trial Retail investors and traders who want to spot sudden spikes in stock chatter and get alerts on the tickers they follow.
Pionex Free Crypto traders who want rule-based bots to buy low and sell high automatically instead of watching charts all day.
  • ai
  • tool
  • tools
  • bankstatement
  • pdftoexcel
  • pdftocsv
  • qbo
  • ofx
  • qif
  • accounting
  • bookkeeping
  • bookkeepers
  • accountants
  • finance
  • converter
  • statementconverter
  • quickbooks
  • dataextraction
  • documentprocessing
  • spreadsheets
  • financeteams
  • gdpr
  • automation
  • transactions

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