Description
CapyParse is an AI-powered converter that turns PDF bank statements, credit card statements, and financial documents into structured CSV, Excel, QBO, OFX, and QFX files. You upload a statement and the AI extracts every transaction automatically, then lets you review and export the data in the format your accounting software imports, without manual data entry or templates.
Read More
It works with 1,000+ banks and credit unions worldwide, including Chase, Bank of America, Wells Fargo, Citi, and Capital One, and reads any layout in any language. Built-in OCR handles scanned and photographed statements, not just digital PDFs, and consolidated statements combining several accounts are split automatically into clean per-account tables. Every extracted field carries a confidence score and is verified against the original document before export.
Beyond bank statements, CapyParse extracts data from bills of lading and other shipping paperwork, reading fields like BOL and PRO numbers, shipper and consignee details, carrier and SCAC codes, routing, cargo, and charges for ocean, air, and inland freight. This makes it useful for freight brokers, 3PLs, and customs brokers alongside accountants and bookkeepers.
Uploads are encrypted in transit, stored securely and accessible only to the user, and deletable at any time, with free in-browser converters for QBO, OFX, and QFX that never leave your device. CapyParse is built to comply with CCPA and CPRA. It offers a free tier of 10 pages with no credit card, plus Starter, Firm, and custom plans.
- CategoryAI Accounting Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
CapyParse's Core Features
AI extraction of transactions from PDF bank and credit card statements
Built-in OCR for scanned and photographed statements
Support for 1,000+ banks worldwide with no templates needed
Export to CSV, Excel, QBO, OFX, and QFX
Automatic splitting of consolidated multi-account statements
Per-field confidence scores verified against the original PDF
In-export editor to categorize, normalize payees, and fix dates
Bill of lading and shipping document data extraction
How to use CapyParse?
Upload your statement: Drop a PDF, digital or scanned, from any bank in any language.
Let AI extract transactions: Dates, descriptions, and amounts are pulled from every table and verified against the document.
Review the results: Check each extracted transaction side by side with your statement, using confidence scores to spot what needs a second look.
Download clean data: Export CSV, Excel, QBO, or OFX ready for QuickBooks, Xero, Wave, or your spreadsheet.
CapyParse's Use Cases
- Bookkeeping and reconciliation
- Personal finance
- Scanned statement digitization
- Freight document extraction
- Multi-account statement processing
