A bank statement converter built for bookkeepers: batch, QBO/OFX, and client confidentiality

How bookkeeping and accounting firms use Rowledger for catch-up work, clients without bank feeds, and closed accounts, without sending client statements to a cloud service.

Bank feeds cover the easy part of bookkeeping. The rest, meaning a new client with three years of PDF statements, a credit union with no feed, an account closed last year or a client who only sends paper, still means getting transactions out of PDFs. That's the job Rowledger is built for.

A typical catch-up workflow

1. Collect the statements as PDFs (or scans) from the client in your secure portal.
2. Drop the whole folder into Rowledger. Pro processes them in batch; each statement gets its own tab with its reconciliation badge.
3. Review the few flagged rows, usually on scanned statements.
4. Export QBO for QuickBooks, OFX for Xero/Wave/Sage, or a merged CSV/Excel workbook covering the full period, sorted by date.
5. Import and categorize in your accounting software. Categories can be pre-filled from Rowledger's rules (merchant keyword → category) to speed up the review.

A 12-month stack of text-based statements converts in well under a minute. Scanned statements take a few seconds per page for OCR.

Why the in-browser model matters for a firm

Your engagement letter and professional rules make you responsible for client confidentiality. Cloud converters ask you to upload client statements to their servers and, increasingly, to third-party AI providers. Rowledger processes everything on the machine you are using, which means:

• no data-processing agreement to negotiate,
• nothing to list as a subprocessor in your own privacy notices,
• nothing to delete later,
• and it works on a laptop with no internet access.

Pricing that doesn't punish seasonality

Firms see bursts of conversion work around year-end and tax season. Rowledger has no page credits that expire and no annual commitment disguised as a monthly plan. Pro is a flat monthly or yearly price, or a one-time lifetime license; the free plan remains available for the occasional statement.

Formats by accounting platform