Capyparse Reviews & Product Details

CapyParse is an AI bank statement converter. It turns PDF bank statements, credit card statements, and brokerage statements into CSV, Excel (XLSX), QBO, OFX, and QFX files that import cleanly into QuickBooks, Xero, Wave, Quicken, and Google Sheets. It works with statements from 1,000+ banks worldwide, including Chase, Bank of America, Wells Fargo, Citi, and Capital One, and needs no templates or setup. Key Features and Functionality: - PDF bank statement to CSV, Excel, and QBO: Export every transaction to CSV, XLSX, QBO (QuickBooks Web Connect), OFX, or QFX, with dates, amounts, and descriptions formatted so accounting software accepts the file on the first import. - Built-in balance checks: Each statement is checked against its own balances, so a missing or misread transaction is flagged before you export. - Scanned and photographed statements: Built-in OCR reads paper scans and phone photos (JPG, PNG), not just digital PDFs. - Multi-account statements: Consolidated statements are split automatically, so each account gets its own transaction table and its own export. - Side-by-side review: Extracted transactions appear next to the original document, and you can edit any row before exporting. - Credit card and brokerage statements: Card statements and investment statements are supported alongside checking and savings accounts. - Team seats: Paid plans include shared seats for accounting and bookkeeping firms. - API and MCP server: Developers and AI agents can convert statements through a REST API or MCP server and receive JSON, CSV, or Markdown. Who Uses CapyParse: Accountants, bookkeepers, CPA firms, small business owners, and financial analysts use CapyParse when a client or bank provides only PDF statements and there is no bank feed. Common uses include catch-up bookkeeping, bank reconciliation, tax preparation, and importing historical transactions into QuickBooks or Xero. Pricing: CapyParse is free to try. Convert up to 6 pages a day with no signup, or create a free account for 10 pages with Excel and QBO export. Paid plans start at $29 per month for 150 pages, and the Firm plan covers 600 pages per month for $79. Security: Uploads are encrypted in transit. Documents are stored securely in your account, you can delete any document at any time, and your data is never sold.