01 · Import
Start with the records you have.
Open supported PDFs, images, text, CSV, or bank transaction files. Import several files together to bring your statement work into one place.
StatementSnap · Mac & iPhone
Your statements.
A clearer starting point.
Turn bank statement files into transactions you can review, correct, and export. Spend less time rebuilding spreadsheets and more time checking the work that matters.
Processed on your device. No StatementSnap account or statement upload required.
A practical workflow
Bring the files. Keep control of the result.
From a single statement to several months of records, follow the same three steps.
02 · Review
Check the details that matter.
Inspect source text, correct dates and amounts, choose categories, and investigate warnings or balance differences before exporting.
03 · Export
Move the reviewed work forward.
Save CSV or Excel for a spreadsheet, or choose a supported accounting format. For QuickBooks Online, prepare a supported CSV and upload it yourself.
Made for real statement work
Less retyping. More useful review.
Bookkeepers & tax preparers
Turn client files into workable records.
Bring multiple statements together, inspect transaction sources, review categories, and prepare a consistent file for the next step in your process.
Business owners & freelancers
Get ready for your bookkeeper.
Convert the statements you already have, check the details, and share the export you choose. No bank connection is needed to get started.
Statement collection
See which months still need a file.
The statement checklist tracks expected accounts and months. Review gaps before treating a collection as complete.
Private by design
Keep statement processing on your device.
StatementSnap reads your financial files locally. You decide when and where to save or share exports.
Before you start
Clear expectations. Useful results.
Does StatementSnap replace my accounting system?
StatementSnap helps with statement conversion, review, and export. Use your accounting system for your books, invoices, payroll, tax filings, and financial reports.
Does it automatically post transactions to QuickBooks?
No. It prepares CSV files for a manual QuickBooks Online upload. You review the account destination and imported transactions in QuickBooks. Other formats and import requirements vary by accounting product.
Do I still need to check the result?
Yes. Statement layouts and scan quality vary. Compare extracted dates, amounts, balances, and row coverage with the original file. A matching balance alone does not prove every transaction is correct.
Where can I use it?
StatementSnap is available for Mac and iPhone. Check the App Store listing for current system requirements and release details. The screens and available controls can differ by platform.