Best converters for lawyers and trustees (2026)
Which bank statement converters say the uploaded file is deleted when processing ends and describe a balance check, and what do they charge?
Last updated
Last checked October 2026. Deciding column: Your file afterwards. 5 tools listed, 14 left out as not published.
What the table shows
Five of the 26 converters checked in October 2026 say the uploaded file is deleted when processing ends and describe a balance check on their own homepage or pricing page: stmtai, ParseBank, FlowParse, StatementToBudget and StatementTable. A client or trust account statement is privileged; the tool must not keep it, and the reconciliation has to be shown rather than assumed. The retention cell has to say, in the tool's own words, that the upload is deleted when processing ends rather than kept in an account; the balance check cell says the rows are proven against the printed balances. StatementToBudget lists Pro and Bookkeeper monthly plans and a Page Pack whose credits do not expire; a single file can be unlocked for $9.99; the plan figures are not readable in the fetched text; StatementTable lists Credit packs that never expire: $9 for 60 pages, $29 for 300, $79 for 1,000; plans $19/month for 200 pages and $49/month for 600 with unlimited users; unused packs refundable within 14 days. ParseStatement, MoneyThumb, Lido, ConvertStatement, Rocket Statements, Parseur, Nanonets, Docsumo, CreditCardToExcel, StatementVision, MintConvert, CleanStmt, StatementBridge and EasyLedger do not say on the pages read whether they say the uploaded file is deleted when processing ends and describe a balance check, so they are left out rather than guessed. stmtai is in the list on the same terms, and so are its limits: 12-file batch cap, no MT940, BAI2 or camt.053 input, no analytics. Every cell below names the page it was read from; a value the site does not show is printed as not published.
- Tally XML. TallyPrime XML export: Receipt and Payment vouchers for Alt+O import, alongside Excel, CSV, QuickBooks and Xero.
- Non-expiring pack. $19 buys 100 pages that never expire, and no statement is charged more than 15 pages.
- API and email-in. REST API and email-in on every plan, including the free one.
- Your file. Deletion of your file starts when processing ends; results are kept 7 days with an account, 1 day without.
- Balance check. There is no per-bank template: every row is added up against the opening and closing balances printed on the statement, and a misread is flagged, not hidden. How the balance check works
Side by side
| Tool | Your file afterwards | Price | Free tier | Exports | Balance check |
|---|---|---|---|---|---|
| stmtai this site | Deletion of the uploaded file starts when processing ends; results kept 7 days with an account src | $19 one time for 100 pages that never expire; $29/month for 300 pages; $99/month for 1,200 pages src | 5 pages with no account, then 10 pages a month with a free account; every export included src | Excel, CSV, QuickBooks, Xero, Tally XML, QuickBooks CSV src | yes src |
| ParseBank | Original deleted when conversion finishes; extracted data kept for a retention period you set, 7 days to forever src | $30/month for 400 pages (Starter); $60/month for 1,000 pages (Business, adds the REST API); $99/month for 4,000 pages (Corporate); monthly plans only src | 1 page a day with no account; Free plan 10 pages a month with every export format src | Excel, CSV, QuickBooks, QBO, Xero, JSON src | yes src |
| FlowParse | PDF deleted after processing; EU hosting; processed documents re-downloadable from the dashboard src | not published | 10 pages a month free, no card; Smart Merge of up to 5 files; CSV and Excel export; API access src | Excel, CSV, QBO, QFX, Xero src | yes src |
| StatementToBudget | Uploads deleted after extraction; rows kept 30 days for re-download, then removed src | Pro and Bookkeeper monthly plans and a Page Pack whose credits do not expire; a single file can be unlocked for $9.99; the plan figures are not readable in the fetched text src | 3 pages free with no signup src | Excel, CSV, QuickBooks Online CSV (3- and 4-column), QBO (QuickBooks Desktop), Xero CSV, OFX src | yes src |
| StatementTable | The file exists only while the conversion runs, then it is deleted; the model provider deletes inputs within 30 days src | Credit packs that never expire: $9 for 60 pages, $29 for 300, $79 for 1,000; plans $19/month for 200 pages and $49/month for 600 with unlimited users; unused packs refundable within 14 days src | 10 pages a day during the launch offer (normally 3), no account, no card, every export format src | Excel, CSV, CSV for import, QBO, OFX, QFX, QIF src | yes src |
Values are as published on each tool's homepage or pricing page in October 2026; they may have changed. not published means those pages do not say.
Which to pick
stmtai: Statements only, with the balance proven before download, TallyPrime XML, and the API and email-in on every plan including the free one. 5 pages are free with no account, and the "Your file afterwards" column above is read from this site's own pages like every other row. Its limits: 12-file batch cap, no MT940, BAI2 or camt.053 input, no analytics.
ParseBank: Statements in French, German, Spanish or Italian, and a JSON export with a retention setting you control. Price: $30/month for 400 pages (Starter); $60/month for 1,000 pages (Business, adds the REST API); $99/month for 4,000 pages (Corporate); monthly plans only.
FlowParse: Merging a year of statements, or statements and invoices together, into one reconciled Excel workbook. Price not published on its site (checked October 2026).
StatementToBudget: A spending dashboard alongside the export, and CSV, XLS or OFX uploads as well as PDFs. Price: Pro and Bookkeeper monthly plans and a Page Pack whose credits do not expire; a single file can be unlocked for $9.99; the plan figures are not readable in the fetched text.
StatementTable: Photographing a paper statement page by page on a phone, with the running balance rebuilt and the wrong row marked in the download. Price: Credit packs that never expire: $9 for 60 pages, $29 for 300, $79 for 1,000; plans $19/month for 200 pages and $49/month for 600 with unlimited users; unused packs refundable within 14 days.
Try it on your own statement
5 pages free, no account. You will know in under a minute whether it balances.
Drop a bank statement to compare the result
PDF, scan or photo. Up to 12 files at a time.
Not ready to upload your own? See a sample result
Questions
Which of these can I try free?
Five of the 5 listed publish a free tier rather than a trial. stmtai: 5 pages with no account, then 10 pages a month with a free account; every export included. ParseBank: 1 page a day with no account; Free plan 10 pages a month with every export format. FlowParse: 10 pages a month free, no card; Smart Merge of up to 5 files; CSV and Excel export; API access. StatementToBudget: 3 pages free with no signup. StatementTable: 10 pages a day during the launch offer (normally 3), no account, no card, every export format.
Does stmtai say the uploaded file is deleted when processing ends and describe a balance check?
Yes, as the table shows from this site's own pages. The things it does not do are listed too: 12-file batch cap, no MT940, BAI2 or camt.053 input, no analytics. The first 5 pages need no account, so the quickest check is to drop a statement in below and look at the result.
How were the tools chosen?
Each tool's homepage and pricing page were read in October 2026 and the values copied into one table with the URL they came from. A tool appears here when those pages state that it says the uploaded file is deleted when processing ends and describes a balance check; ParseStatement, MoneyThumb, Lido, ConvertStatement, Rocket Statements, Parseur, Nanonets, Docsumo, CreditCardToExcel, StatementVision, MintConvert, CleanStmt, StatementBridge and EasyLedger were left out because their pages do not say. Nothing is ranked by opinion; the order is stmtai first, then the tools as they appear in the table.
Why is "Your file afterwards" the deciding column for lawyers and trustees?
The retention cell has to say, in the tool's own words, that the upload is deleted when processing ends rather than kept in an account; the balance check cell says the rows are proven against the printed balances. A tool whose cell is not published is named above as left out rather than guessed.
Sources (October 2026)
stmtai compared with each
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