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Quick2Excel

Bank statements to Excel for CA firms

Upload PDF statements, extract transactions with AI, review with confidence, and export Quick2Excel-ready workbooks.

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Everything you need to convert statements

From upload to export — built for CA workflows, not generic OCR demos.

PDF to structured data

Hybrid OCR and AI extraction pulls dates, amounts, narration, and balances from scanned or digital statements.

Review before you approve

Flag low-confidence rows, edit transactions, and approve only when the books look right.

Export Quick2Excel

Download Excel, CSV, or JSON ready for your working papers and financial year folders.

How it works

  1. Step 1

    Register

    Create your portal account in one step.

  2. Step 2

    Get credits

    An admin tops up your token credits.

  3. Step 3

    Convert

    Upload statements — AI uses only the tokens you have.

  4. Step 4

    Export

    Review, approve, and download Excel.

Get started free