BankStatementMatcher

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Score6.9

Rank#4 of 26

From$9.99/mo

Free planYes

Free trialYes

Runs onAPI, Web

Summary

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 26+ bank formats. Matching uses references and amounts, can handle partial or fuzzy matches, and provides confidence scores. Before matching, it can correct OCR noise, normalize dates, and detect duplicate charges or references. Results can be exported to CSV or Excel, including formats compatible with QuickBooks and Xero. Listed integrations include WooCommerce, Shopify, WordPress, Zapier, Stripe, Adyen, and POS providers such as Worldpay, SumUp, and Zettle. Developer tools include a REST API, scoped API keys, webhooks, and Python, Node.js, and PHP SDKs. The site states that data is encrypted in transit and at rest with AES-256 and describes its controls as GDPR compliant and SOC 2 aligned. Uploaded files are processed for matching and automatically deleted after processing or within a limited retention period. The free plan allows one statement per day; Starter costs 9.99 USD per month after one month free.

Who it is for

The site identifies schools, charities, SMEs, accountants, and finance teams as intended users. It may suit organizations that need to match statements and receipts against reference files or integrate matching into software.

What is good

Accepts statements in PDF, CSV, or Excel.
Supports partial and fuzzy matches with confidence scores.
Exports include QuickBooks- and Xero-compatible CSV formats.
Free plan includes CSV export with no signup.

What to know first

Free plan limits use to one statement per day.
Paid trial checkout requires a card and is for new customers.
Starter costs 9.99 USD per month after one month free.

Verdict

BankStatementMatcher combines statement conversion, transaction matching, and receipt reconciliation with export and API options. Check the free plan's daily limit and the paid trial terms against your workflow.

BankStatementMatcher plans and pricing

All plans

Free Free forever 1 statement/day · 500 rows/upload · 5 receipt matches/day · 5 Insights/day · CSV export · no signup bankstatementmatcher.com · 29 Sept 2026

Starter $9.99/mo monthly after 1 month free 3,000 rows/month · unlimited statements · 50 receipt matches/month · 50 Insights/month · CSV and Excel export · basic API · email support (24h response) bankstatementmatcher.com · 29 Sept 2026

Pro $29.99/mo monthly after 1 month free 15,000 rows/month · 500 receipt matches/month · batch processing and webhooks · unlimited Insights and analytics · priority email and chat support bankstatementmatcher.com · 29 Sept 2026

Business $49.99/mo monthly after 1 month free 50,000 rows/month · unlimited receipt matches · API and batch automation · advanced webhooks and integrations bankstatementmatcher.com · 29 Sept 2026

Enterprise Not published Custom Unlimited transactions · 99.9% uptime SLA guarantee · custom integrations and API support bankstatementmatcher.com · 29 Sept 2026

Compared on payment reconciliation software

Free plan: Yesbankstatementmatcher.com
Paid from: $9.99/mobankstatementmatcher.com
Automatic matching: Yesbankstatementmatcher.com
Payment processors: Stripe, Adyen, Worldpay, SumUp, Zettlebankstatementmatcher.com
Accounting integrations: Xero, QuickBooksbankstatementmatcher.com
Invoice reconciliation: Yesbankstatementmatcher.com
API access: Yesbankstatementmatcher.com

Facts

Purpose: It converts bank statements to Excel or CSV, reconciles transactions against reference files, matches receipts, and summarizes spending.bankstatementmatcher.com · 29 Sept 2026
File formats: The product accepts bank statements in PDF, CSV, or Excel and reference files in CSV or Excel.bankstatementmatcher.com · 29 Sept 2026
Bank coverage: The site says it reads 26+ bank formats.bankstatementmatcher.com · 29 Sept 2026
Matching: Matching uses references and amounts, supports partial or fuzzy matches, and provides confidence scores.bankstatementmatcher.com · 29 Sept 2026
Data cleanup: It says it can correct OCR noise, normalize dates, and detect duplicate charges or references before matching.bankstatementmatcher.com · 29 Sept 2026
Exports: Matched results can be exported to CSV or Excel, with QuickBooks-compatible and Xero-compatible CSV exports also described.bankstatementmatcher.com · 29 Sept 2026
Integrations: The site lists WooCommerce, Shopify, WordPress, Zapier, Stripe, Adyen, and POS providers including Worldpay, SumUp, and Zettle.bankstatementmatcher.com · 29 Sept 2026
Developer tools: The developer documentation describes a REST API, API keys with scoped permissions, webhooks, and Python, Node.js, and PHP SDKs.bankstatementmatcher.com · 29 Sept 2026
Security: The site states data is encrypted in transit and at rest with AES-256, and describes its controls as GDPR compliant and SOC 2 aligned.bankstatementmatcher.com · 29 Sept 2026
File handling: The FAQ says uploaded files are processed for matching and automatically deleted after processing or within a limited retention period.bankstatementmatcher.com · 29 Sept 2026
Who it serves: The site identifies schools, charities, SMEs, accountants, and finance teams as intended users.bankstatementmatcher.com · 29 Sept 2026
Support: Starter includes email support with a 24-hour response, while the pricing page lists priority email and chat support for Pro.bankstatementmatcher.com · 29 Sept 2026
Trial terms: Paid plans start with 30 days free; the pricing FAQ says a card is required at checkout and the offer is available only to new customers.bankstatementmatcher.com · 29 Sept 2026