CapyParse

Description

CapyParse is an AI-powered converter that turns PDF bank statements, credit card statements, and financial documents into structured CSV, Excel, QBO, OFX, and QFX files. You upload a statement and the AI extracts every transaction automatically, then lets you review and export the data in the format your accounting software imports, without manual data entry or templates.

It works with 1,000+ banks and credit unions worldwide, including Chase, Bank of America, Wells Fargo, Citi, and Capital One, and reads any layout in any language. Built-in OCR handles scanned and photographed statements, not just digital PDFs, and consolidated statements combining several accounts are split automatically into clean per-account tables. Every extracted field carries a confidence score and is verified against the original document before export.

Beyond bank statements, CapyParse extracts data from bills of lading and other shipping paperwork, reading fields like BOL and PRO numbers, shipper and consignee details, carrier and SCAC codes, routing, cargo, and charges for ocean, air, and inland freight. This makes it useful for freight brokers, 3PLs, and customs brokers alongside accountants and bookkeepers.

Uploads are encrypted in transit, stored securely and accessible only to the user, and deletable at any time, with free in-browser converters for QBO, OFX, and QFX that never leave your device. CapyParse is built to comply with CCPA and CPRA. It offers a free tier of 10 pages with no credit card, plus Starter, Firm, and custom plans.

CapyParse's Core Features

• AI extraction of transactions from PDF bank and credit card statements

• Built-in OCR for scanned and photographed statements

• Support for 1,000+ banks worldwide with no templates needed

• Export to CSV, Excel, QBO, OFX, and QFX

• Automatic splitting of consolidated multi-account statements

• Per-field confidence scores verified against the original PDF

• In-export editor to categorize, normalize payees, and fix dates

• Bill of lading and shipping document data extraction

How to use CapyParse?

1. 1

   Upload your statement: Drop a PDF, digital or scanned, from any bank in any language.

2. 2

   Let AI extract transactions: Dates, descriptions, and amounts are pulled from every table and verified against the document.

3. 3

   Review the results: Check each extracted transaction side by side with your statement, using confidence scores to spot what needs a second look.

4. 4

   Download clean data: Export CSV, Excel, QBO, or OFX ready for QuickBooks, Xero, Wave, or your spreadsheet.

CapyParse's Use Cases

• Bookkeeping and reconciliation
• Personal finance
• Scanned statement digitization
• Freight document extraction
• Multi-account statement processing

FAQ from CapyParse

• How do I convert a PDF bank statement to CSV or Excel?

  Upload your bank statement PDF and the AI extracts every transaction automatically. Review the data, then export to CSV, Excel, QBO, OFX, or QFX. No manual data entry or templates required.

• Is CapyParse free to use?

  Yes. You can convert up to 6 pages a day on the homepage with no signup, and a free account adds 10 more pages with Excel and QBO export. Paid plans are available for higher volume.

• Which banks and formats are supported?

  CapyParse works with 1,000+ banks worldwide, including Chase, Bank of America, Wells Fargo, Citi, and Capital One. You can export to CSV, Excel, QBO, OFX, and QFX for import into QuickBooks, Xero, Wave, and Google Sheets.

• Can it read scanned or photographed bank statements?

  Yes. CapyParse includes built-in OCR that reads scanned and photographed statements, not just digital PDFs. Scanning at 300 DPI or higher gives the best results.

• Can it handle statements with multiple accounts?

  Yes. Consolidated statements that combine several accounts are split automatically, so each account gets its own clean transaction table and its own export.

• Is my financial data secure?

  All uploads are encrypted in transit via HTTPS, stored securely and accessible only to you, and you can delete any document from your dashboard at any time. CapyParse is built to comply with CCPA and CPRA.