Bank Statement Converter
Transform PDF bank statements into Excel, CSV, JSON, and QBO formats with AI
Project Overview
Bank Statement Converter is an AI-powered service that transforms PDF bank statements into Excel, CSV, JSON, and QBO format with OCR. Built on proven Resume-AI architecture, it serves individuals, small businesses, and enterprises who need structured financial data for analysis, accounting, and compliance.
Convert any PDF or Docx bank statement to Excel, CSV, JSON, or QBO in under 30 seconds.
Key Features
AI-Powered OCR
OCR accuracy on financial documents
Instant Conversion
PDF to Excel/CSV/JSON/QBO in under 30s
Bank-Agnostic
Works with 1000+ banks worldwide
Multiple Formats
Excel, CSV, JSON, and QBO export
Batch Processing
Convert up to 5 files simultaneously
Secure Storage
Bank-grade encryption with Cloudflare R2
Usage Dashboard
Track conversion history and limits
Flexible Pricing
Subscriptions + pay-as-you-go credits
API Integration
Developer-friendly endpoints
Auto Categorization
AI-powered spending analysis
Tech Stack
Frontend
- Next.js 15.3.4 with App Router
- React 19 with TypeScript
- TailwindCSS & Shadcn/ui
- Aceternity UI for animations
- NextAuth.js for authentication
Backend Services
- FastAPI-based microservice
- OCR for processing
- Excel, CSV, JSON, QBO generation
- Cloudflare R2 for file storage
- Transaction categorization AI
Database & Storage
- PostgreSQL with Prisma ORM
- Cloudflare R2 for processed files
- Upstash Redis for rate limiting
Payments & Deployment
- Stripe for payment processing
- Stripe Customer Portal
- Fly.io for app hosting
- Custom webhook handlers
Business Model
This SaaS platform serves individuals, small businesses, and enterprises who need structured financial data for analysis, accounting, and compliance. 5 subscription tiers with 20% annual billing discount.
Small Business
Bookkeepers, freelancers
Financial Pros
Accounting firms, advisors
Enterprise
Banks, insurance, legal
Have a useful problem to solve?
Tell me what you are making, where it is getting stuck, and what a good outcome looks like.