How to hand off bank statements to your accountant or bookkeeper
Download the statement PDFs for the period your accountant covers.
Convert each one in BankSheet and export verified .xlsx sheets (add your category notes in a spare column).
Send the workbook — every sheet reconciles, so review starts at analysis, not at data entry.
Every export carries a reconciliation proof
✓ Opening balance + Σ transactions = closing balance — checked row by row before you export. If the math doesn't hold, you'll see exactly which cell is wrong.
Why BankSheet over manual entry or generic converters
Balances verified row by row — errors are flagged at the exact cell, with a one-click fix for the most common parsing mistakes.
Zero setup — no template configuration; drop the PDF and go.
Privacy by design — files auto-delete within 24 hours, never sent to third-party AI models.
Free during beta — paid plans from $12/mo, well below the $29+ entry price of generic tools.
Frequently asked
Can I add my own categorization column?
Yes — exports are clean number grids, so a Category or Notes column drops in without fighting merged cells or text-wrapped amounts.
Why not share the PDFs directly?
Accountants re-key PDFs billable hour by billable hour. A reconciled spreadsheet removes that line item; the PDF stays as backup evidence.