--- title: StatementToBooks Reviews meta_title: 'StatementToBooks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how StatementToBooks works for a business like yours. date_modified: '2026-09-16' parent_category: name: IT Management url: https://www.g2.com/categories/it-management --- # StatementToBooks Reviews **Vendor:** StatementToBooks **Category:** [Data Extraction Tools](https://www.g2.com/categories/data-extraction-tools) ## About StatementToBooks StatementToBooks converts text-based PDF bank statements into downloadable Excel and CSV tables for bookkeeping handoff and QuickBooks import. Each successful row includes date, description, amount, the running balance when the statement prints one, and the source page so you can check against the PDF. The free plan needs no card: daily and monthly page quotas apply; bulk conversion processes each PDF independently. Paid Starter and Business plans are listed on the site. What it does not do: OCR for scanned statements, reconcile or verify balances, categorize transactions, or connect/import into QuickBooks on your behalf. Failed conversions return a clear error and do not consume quota. - [View StatementToBooks pricing details and edition comparison](https://www.g2.com/products/statementtobooks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-17+21%3A25%3A22+-0500&secure%5Bsession_id%5D=81dde7bd-614c-4a1a-b278-d343040d7438&secure%5Btoken%5D=124a368b39adf4164cc7f839f292a1917029fcf734466a60432dc58d9f941e68&format=llm_user) ## StatementToBooks Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Functionality** - Diverse Extraction Points - Data Structuring - Consolidation - Data Cleaning - Cloud Extraction - Visualization - Data Extraction - Real-Time Data - Image Extraction - IP Address Extraction - Email Address Extraction - Metadata Extraction - Document Extraction - Phone Number Extraction - Auto Extraction - IP Address Extraction - Email Address Extraction - Image Extraction - Web Data Extraction **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Diverse Extraction Points** - Diverse Extraction Points **Additional Functionality** - Data Storage Management - Customizable Templates - Multiple Data Sources - Forecasting - Reminders - Multi-Language - Visual Discovery - Mobile Access - Rules-Based Workflow - API - Customizable Forms - Drag & Drop - Third-Party Integrations - Workflow Management - Data Mapping - Trend Analysis - Compliance Management - Data Connectors - Multi-Channel Distribution - Search/Filter - Data Transformation - Data Import/Export - Data Synchronization - Reporting/Analytics - Surveys & Feedback - Customizable Fields - Forms Management - Multi-Channel Data Collection - HIPAA Compliant - Metadata Management - Secure Data Storage - Generative AI - Access Controls/Permissions - Multi-Device Support - AI Copilot - Visual Analytics - Audience Targeting - Offline Response Collection - Data Capture and Transfer - Customizable Reports - Activity Dashboard - Dashboard Creation - Version Control - Query Builder - IP Rotation - AI/Machine Learning - Data Verification - Optical Character Recognition - Batch Processing - Data Aggregation and Publishing - Job Scheduling - Data Mining - Proxy Rotation - Geotargeting - Data Aggregation - JavaScript Rendering - HTML Parsing - Multiple File Format Support - Data Cleansing - Reporting & Statistics - Natural Language Processing - CAPTCHA Solving - Integration Management - Website Crawling - Scheduling - Bot Mitigation - User Management - Customization - Proactive Error Detection **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top StatementToBooks Alternatives - [IPRoyal](https://www.g2.com/products/iproyal/reviews) - 4.7/5.0 (977 reviews) - [Fivetran](https://www.g2.com/products/fivetran/reviews) - 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