Batch Conversion & Categorization

Upload your bank / credit card statements to extract transactions into Excel/CSV with tax-ready categorization. Subscribed users can upload 12+ months at once and merge them into a single consolidated sheet. Free users are limited to 1 statement (max 10 pages) at a time.

Bank and credit card statements only. For other financial documents (checks, receipts, financial reports, etc.), contact sales@taxbatchpro.com.

Note: You must stay on this page to view and download your results. If you leave, your progress will be lost.
Output columns: Date, Description, Amount, Category. Merge results once processing is complete.