Bank statement conversion API

Sign in, open your account page and press Create API key. The key is shown once; store it like a password. Your API URL is shown next to it. Every request carries the key as Authorization: Bearer sk_live_….

Keys are tied to your account, so conversions use your plan's pages (10 a month on Free, 300 on Pro, 1,200 on Business, plus any Pages Pack). Revoke a key on the same page; it stops working on the next request.

Tell us the file name (the extension decides how it is read: PDF, PNG/JPG, CSV, QIF, OFX/QFX).

curl -X POST https://YOUR-API-URL/v1/conversions \
  -H "Authorization: Bearer sk_live_…" \
  -H "Content-Type: application/json" \
  -d '{"fileName": "jan-2026.pdf"}'

The response contains a one-time upload URL, valid for 15 minutes:

{
  "id": "0f8fad5b-d9cb-469f-a165-70867728950e",
  "fileName": "jan-2026.pdf",
  "upload": {
    "url": "https://…s3.amazonaws.com/…?X-Amz-Signature=…",
    "method": "PUT",
    "headers": { "content-type": "application/pdf" },
    "expiresAt": "2026-09-12T10:15:00.000Z",
    "maxBytes": 20971520,
    "maxPages": 60
  },
  "statusUrl": "https://YOUR-API-URL/v1/conversions/0f8fad5b-…"
}

PUT the raw bytes to upload.url with exactly the headers given. No API key on this request; the URL is the credential. Processing starts the moment the upload completes.

curl -X PUT "<upload.url>" \
  -H "Content-Type: application/pdf" \
  --data-binary @jan-2026.pdf

status is processing, done or error. Poll every few seconds.

curl https://YOUR-API-URL/v1/conversions/0f8fad5b-… \
  -H "Authorization: Bearer sk_live_…"

{
  "id": "0f8fad5b-…",
  "status": "done",
  "result": {
    "fileName": "jan-2026.pdf",
    "pageCount": 3,
    "summary": { "bankName": "Example Bank", "accountLast4": "4821", "currency": "USD",
                 "periodStart": "2026-01-01", "periodEnd": "2026-01-31",
                 "openingBalance": 4210.00, "closingBalance": 3911.71 },
    "transactions": [
      { "date": "2026-01-01", "description": "ACME PAYROLL DEP", "amount": 6300.00,
        "balance": 10510.00, "page": 1, "confidence": "high", "category": "Income" }
    ],
    "reconciliation": { "status": "balanced", "difference": 0, "sumCredits": 6344.15,
                        "sumDebits": 6642.44, "firstSuspectRow": null, "notes": [] }
  }
}

On error you get { code, message }. Codes: LIMIT_ACCOUNT (out of pages; nothing charged), TOO_MANY_PAGES, FILE_TOO_LARGE, UNSUPPORTED_FORMAT, ENCRYPTED_PDF, NO_TRANSACTIONS, EXTRACTION_FAILED. Failed conversions are never charged.

Once done, fetch any format: xlsx (Excel with categories and a Summary sheet), csv, xero (Xero bank import CSV), qbo (QuickBooks Web Connect), qbcsv (QuickBooks 3-column CSV), tally (TallyPrime Receipt and Payment voucher XML), report (PDF reconciliation report: the verdict in plain words, the figures, then every row).

curl "https://YOUR-API-URL/v1/conversions/0f8fad5b-…/export?format=xlsx" \
  -H "Authorization: Bearer sk_live_…" -o jan-2026.xlsx

Tally defaults to an inferred bank ledger and Statement Import Clearing. Add &bankLedger=HDFC%20Bank and &offsetLedger=Import%20Clearing to use the exact ledger names in your company.

Files with several accounts (a combined checking and savings statement) come back with an accounts array on result: one reconciled result per account in the order printed, ids {id}#0, {id}#1…, with the top-level fields mirroring the first account. On export, format=xlsx without an account parameter returns one workbook with a sheet per account; add &account=1 (0-based) to export one account in any format. Pages are charged once per file.

GET /v1/me returns your plan and pages left, so you can stop before a batch runs out.