BankStatementMatcher converts bank statements to Excel or CSV, reconciles transactions against reference files, matches receipts, and summarizes spending. It accepts statements in PDF, CSV, or Excel and reference files in CSV or Excel; the site says it reads more than 26 bank formats. Matching uses references and amounts, supports partial or fuzzy matches, and assigns confidence scores. Before matching, it can clean OCR noise, normalize dates, and flag duplicate charges or references. Results can be exported to CSV or Excel, including QuickBooks-compatible and Xero-compatible CSV files. Listed connections include WooCommerce, Shopify, WordPress, Zapier, Stripe, Adyen, Worldpay, SumUp, and Zettle. Developer options include a REST API, scoped API keys, webhooks, and Python, Node.js, and PHP SDKs. The free plan allows one statement per day and 500 rows per upload. Starter costs 9.99 USD per month after one month free; checkout requires a card, and the trial is limited to new customers. The product identifies schools, charities, SMEs, accountants, and finance teams as intended users.
Who it is for
BankStatementMatcher suits schools, charities, SMEs, accountants, and finance teams handling statement reconciliation. Its API and SDK options may also suit teams integrating matching into other workflows.
What is good
- Accepts PDF, CSV, and Excel statements.
- Supports partial and fuzzy matches.
- Exports QuickBooks- and Xero-compatible CSVs.
- Free plan includes one daily statement.
- Provides REST API, webhooks, and SDKs.
What to know first
- Free plan limits uploads to 500 rows.
- Free plan allows one statement daily.
- Trial requires a card and is for new customers.
Verdict
BankStatementMatcher combines statement conversion with transaction and receipt matching, with file and API options. The free tier has daily and row limits; paid plans start at 9.99 USD per month after one month free.
BankStatementMatcher plans and pricing
All plansCompared on payment reconciliation software
- Free plan
- Yes
- Paid from
- $9.99/mo
- Automatic matching
- Yes
- Payment processors
- Stripe, Adyen, Worldpay, SumUp, Zettle
- Accounting integrations
- Xero, QuickBooks
- Invoice reconciliation
- Yes
- API access
- Yes
