Drop your bank statements here
CSV, Excel, or PDF - you can select multiple files at once
Chase
Bank of America
Wells Fargo
PNC
TD Bank
Capital One
US Bank
Any bank
How to export your bank statement as CSV
- 1 Log into your business bank account online
- 2 Go to Transactions or Account History
- 3 Select the last 1-6 months of transactions
- 4 Click Download or Export and choose CSV format
- 5 Upload your file here. It stays on your device only - we don't save it