Upload your statement
Choose a supported bank or credit-card PDF statement inside AutofyBooks.
AutofyBooks
Automate Your Bookkeeping From Bank Statements
Convert bank and credit-card statement PDFs into clean accounting data. Review transactions in Excel, and continue Premium workflows with vendor classification, account classification, and QuickBooks IIF export.
How It Works
A straightforward path from statement PDF to accounting-ready output.
Process transactions
Dedicated parsers extract transaction rows into structured spreadsheet data.
Review and organize
Download Excel/CSV for review. Premium adds vendor and account classification.
Export for accounting
Use spreadsheet output in your workflow, or Premium Pro QuickBooks IIF export.
Product Features
Capabilities available in the current AutofyBooks application.
Bank statement conversion
Convert supported bank statement PDFs into structured Excel downloads.
Credit-card statement conversion
Convert supported credit-card statement PDFs with issuer-specific tools.
Excel and CSV output
Download clean spreadsheet files for review and bookkeeping workflows.
Transaction processing
Extract dates, amounts, and descriptions into organized transaction rows.
Vendor classification
Identify and map vendors on supported Premium conversion workflows.
PremiumAccount classification
Classify transactions to accounts as part of the Premium enrichment path.
PremiumQuickBooks IIF export
Generate QuickBooks Desktop IIF packages on Premium Pro workflows.
Premium ProFree vs Premium
Start on Free with statement conversion. Upgrade when you need classification and QuickBooks export.
Free Plan
$0/month
- Bank statement conversion
- Credit-card statement conversion
- Excel output
- CSV output
- Basic support
- Limited daily uploads (3 per day)
Premium Lite
$59/month
- Unlimited uploads
- Vendor classification
- Account classification
- Bank and credit-card converters
- Excel and CSV output
- Mapping file upload
- QuickBooks IIF export
Premium Pro
$99/month
- Unlimited uploads
- Vendor classification
- Account classification
- Mapping file upload
- QuickBooks IIF export
- Export history
- Priority support
Premium access is activated manually through support after you create an account. Plan details match the in-app Billing & Plans page.
Supported Banks & Cards
Dedicated converters currently available in AutofyBooks.
Bank statements
Fifth Third Bank
Chase Bank
US Bank
Bank of America
PNC Bank
CTB Bank
BMO Bank
GREENSTATE Bank
Credit-card statements
American Express (AMEX)
Citi Credit Card
Chase Credit Card
Capital One Credit Card
Bank of America Credit Card
US Bank Credit Card
Security & Trust
Practices described in the AutofyBooks Security Policy.
Account protection
Secure password hashing, authenticated sessions, and authorization checks before protected resources.
Application safeguards
CSRF protection, rate limiting, secure session handling, upload validation, and input validation.
Temporary processing
Statements are processed for your request; temporary files are cleaned up through the download lifecycle.
Ready to simplify your bookkeeping?
Create a free account to convert supported statements, or sign in to continue where you left off.