Bank statements
Convert bank statements without bank login
DocuRows is a file-based bank statement converter. Upload PDFs, scans, or clear photos without connecting bank credentials.
File-based instead of bank-connected
Some workflows need a live bank connection. DocuRows is different: the user uploads a PDF, scan, screenshot, or clear photo and reviews extracted rows before export.
Redacted files can work
For testing, users can hide account numbers or other sensitive details as long as dates, descriptions, amounts, and transaction rows remain readable.
- Keep the transaction table visible.
- Do not crop out dates or amounts.
- Avoid redacting merchant descriptions needed for review.
Useful for old and closed accounts
A no-login workflow is especially useful when bank feeds are unavailable, accounts are closed, or the user is working with client-provided PDF archives.
Review before downstream use
The goal is not blind automation. Users should review rows, signs, and totals before using CSV output in Excel, QuickBooks cleanup, or accountant handoff.
Safe test file guidance
- Can redact
- Account number, full name, address, unrelated personal details.
- Keep visible
- Transaction dates, descriptions, amounts, and the full table.
- Best input
- Original statement PDF downloaded from the bank portal.
FAQ
Does DocuRows ask for bank credentials?
No. The current workflow is based on uploaded files, not bank login.
Can I upload a redacted statement?
Yes, if transaction dates, descriptions, and amounts remain readable.
Is no-login conversion useful for bookkeeping?
Yes. It is useful for historical cleanup, closed accounts, and client-provided statement archives where a live connection is not practical.
Turn a statement file into reviewable rows
Upload a PDF, scan, screenshot, or clear photo and review the rows before downloading CSV.