ChatGPT Plugin

Bank Statement Converter

PDF to Excel, CSV & QuickBooks

Brand: Taxomate

Category: Finance
Primary Subcategory: Accounting & Bookkeeping

Integration details

Description

Convert PDF bank statements and credit-card statements to Excel (XLSX), CSV, or QBO files for QuickBooks. Bank Statement Converter by Taxomate helps bookkeepers, accountants, and business owners turn statement PDFs into transaction files they can review and import. Review extracted transactions, correct questionable rows, and check opening-to-closing balances before exporting. Use Excel or CSV for spreadsheet workflows, or download a QBO file for QuickBooks import. Connect your Bank Statement Converter by Taxomate account to use the app. Conversions are temporary by default; you can save a conversion to your account or delete it. Upload statements with masked account or card numbers. Extraction can require corrections, and export availability depends on the statement's review and balance checks.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Accounting & Bookkeeping
Secondary Subcategories: None listed
Brand: Taxomate
Access: Account required
First tracked: 2026-11-08
Tool count: 12
Market: US

AgentDiscoChatGPT Plugin Discovery Score

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Not discoverable in ChatGPT yet

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Primary Subcategory

Competing in ChatGPT Accounting & Bookkeeping

View Category

Listed in alphabetical order

Primary Subcategory

AccountableComing soonGet notified

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Tools

12 tools agents can invoke

Use after the user confirms an extracted transaction is missing. Adds one or more rows with signed amounts and optional insertion positions; added rows have no PDF source values. Invalid input is rejected atomically.
add_statement_rows
Use only after the user explicitly confirms deletion immediately before the call. Irreversibly deletes one account-scoped statement import, its extracted transaction data, and its private source PDF; an unavailable ID returns a not-found error.
delete_statement_import
Use after inspecting the statement and confirming exact corrections with the user. Updates only supplied fields on stable row IDs and preserves omitted fields and original source values. Returns recalculated reconciliation and export readiness; invalid input is rejected atomically.
edit_statement_rows
Use after the user confirms which included rows to exclude. Excluded rows are removed from exports and retained in the statement so they can be restored later. Only the supplied stable row IDs are affected; invalid selections are rejected atomically.
exclude_statement_rows
Use only after inspecting the statement and confirming csv_ready, qbo_ready, or xlsx_ready for the requested format. Records a private export request and a replay-safe file-generation milestone, then returns a downloadable CSV, QBO, or Excel XLSX embedded binary resource with filename, media type, and byte length; unreconciled statements return export blockers instead of a file. Generated files are not proof of a completed browser download.
export_statement
Use before correcting or exporting a specific statement. Returns its account-scoped reconciliation state, review issues, export blockers, next step, and the rows flagged for review; request include_all_rows only when the user needs to see or correct an unflagged row. An unavailable ID returns a not-found error.
get_statement_import
Use when the user wants to see or select recent temporary and saved bank or credit-card conversions. Returns account-scoped readiness summaries without changing them.
list_statement_imports
Use after the user confirms which previously excluded rows to restore. Restored rows are included in the statement and its exports again. Only the supplied stable row IDs are affected; invalid selections are rejected atomically.
restore_statement_rows
Use after the user confirms which included rows have the wrong direction. Reverses each selected amount sign, changing positive to negative or negative to positive; this can change reconciliation and export readiness. Only supplied stable row IDs are affected; invalid selections are rejected atomically.
reverse_statement_row_signs
Use when the user explicitly asks to keep an existing temporary conversion in their Bank Statement Converter by Taxomate account. Promotes the same account-scoped import from the 24-hour temporary lifecycle to the 30-day saved lifecycle without re-uploading or reprocessing the PDF; calling it again on an already-saved import is safe and returns the current saved state and retention deadline.
save_statement_import
Use after the user confirms the selected dates and exact non-zero number of days. Shifts transaction dates and any posted dates on selected included rows; every selected row must have a transaction date. Invalid input is rejected atomically.
shift_statement_row_dates
Use when the user wants to convert a PDF bank or credit-card statement to Excel, CSV, or QBO for QuickBooks, and only once they attach one statement PDF with masked account or card numbers and specify whether to save it. Creates a private import and queues extraction; conversions are temporary for 24 hours by default or saved for 30 days when explicitly requested. Do not upload full card numbers, security codes, government identifiers, passwords, or health information.
create_statement_import

FAQs

Bank Statement Converter ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Bank Statement Converter's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Bank Statement Converter alternatives on ChatGPT?

As of 2026-11-08, Bank Statement Converter competes with Accountable, Agenix Invoice, AgentCollect, Aikount, Akaunting, ALL-FOOD Import Calculator, AuntBird Practice Management, B2B.nu and 89 more in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.