BankStatementMatcher
bankstatementmatcher.com
What it is
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, supports 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 QuickBooks-compatible and Xero-compatible CSV formats. Listed integrations include commerce platforms, payment providers, WordPress, Zapier, 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 a month after one month free.
Spec sheet
- What it does
- BankStatementMatcher converts bank statements to spreadsheet data and matches transactions against expected payment references.Read 15 Oct 2026 · bankstatementmatcher.com
- Purpose
- It converts bank statements to Excel or CSV, reconciles transactions against reference files, matches receipts, and summarizes spending.Read 29 Sep 2026 · bankstatementmatcher.com
- Integrations
- The site lists WooCommerce, Shopify, WordPress and Zapier integrations, plus payment and POS workflows involving Stripe, Adyen, Worldpay, SumUp and Zettle.Read 15 Oct 2026 · bankstatementmatcher.com
- 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.Read 29 Sep 2026 · bankstatementmatcher.com
- Support
- Free users receive community support; paid plans include email support, while Pro receives priority support and Business includes onboarding.Read 15 Oct 2026 · bankstatementmatcher.com
- Accounting exports
- QuickBooks-compatible and Xero-compatible CSV exports are available.Read 15 Oct 2026 · bankstatementmatcher.com
- API authentication
- API authentication uses OAuth 2.0 client credentials exchanged for bearer access tokens.Read 15 Oct 2026 · bankstatementmatcher.com
- API availability
- A REST API is offered for programmatic uploads, job tracking and result retrieval.Read 15 Oct 2026 · bankstatementmatcher.com
- API endpoints
- Documented endpoints include token issuance, job creation, job status, job results and quota lookup.Read 15 Oct 2026 · bankstatementmatcher.com
- API environments
- The API provides separate production and sandbox base URLs.Read 15 Oct 2026 · bankstatementmatcher.com
- Auto-correction
- Its parser cleans OCR noise, repairs malformed amounts and normalizes dates before matching.Read 15 Oct 2026 · bankstatementmatcher.com
- Bank coverage
- The service says it supports more than 26 bank formats.Read 15 Oct 2026 · bankstatementmatcher.com
- Compliance claims
- The site claims GDPR compliance, SOC 2-aligned controls and PCI-DSS-ready payment handling.Read 15 Oct 2026 · bankstatementmatcher.com
- Confidence scores
- Each match receives a confidence score to help users review uncertain results.Read 15 Oct 2026 · bankstatementmatcher.com
- Data cleanup
- It says it can correct OCR noise, normalize dates, and detect duplicate charges or references before matching.Read 29 Sep 2026 · bankstatementmatcher.com
- Data sharing
- The privacy policy says uploaded financial data is not sold, rented or traded, though service providers may process it to operate the product.Read 15 Oct 2026 · bankstatementmatcher.com
- Deduplication
- Duplicate charges and repeated references are detected and merged before matching.Read 15 Oct 2026 · bankstatementmatcher.com
- Developer tools
- The developer documentation describes a REST API, API keys with scoped permissions, webhooks, and Python, Node.js, and PHP SDKs.Read 29 Sep 2026 · bankstatementmatcher.com
- Documentation depth
- Documentation includes a five-minute getting-started guide, authentication instructions, endpoint reference, code examples and an interactive try-it interface.Read 15 Oct 2026 · bankstatementmatcher.com
- Exports
- Results can be exported as CSV, Excel or PDF, including matched and unmatched items and a reconciliation summary.Read 15 Oct 2026 · bankstatementmatcher.com
- File formats
- The product accepts bank statements in PDF, CSV, or Excel and reference files in CSV or Excel.Read 29 Sep 2026 · bankstatementmatcher.com
- File handling
- The FAQ says uploaded files are processed for matching and automatically deleted after processing or within a limited retention period.Read 29 Sep 2026 · bankstatementmatcher.com
- Legal operator
- The terms and privacy policy identify the operator as an individual sole operator trading as Bank Statement Matcher rather than a registered company.Read 15 Oct 2026 · bankstatementmatcher.com
- Licence
- The terms reserve intellectual-property rights to the operator and prohibit copying, modification or distribution, indicating a proprietary service rather than open-source software.Read 15 Oct 2026 · bankstatementmatcher.com
- Limit: accuracy
- The terms warn that automated extraction and matching can produce false matches, missed matches, categorization errors or other inaccuracies.Read 15 Oct 2026 · bankstatementmatcher.com
- Limit: availability
- The service is provided as-is and as-available, with no warranty that it will be uninterrupted, error-free or accurate.Read 15 Oct 2026 · bankstatementmatcher.com
- Limit: refunds
- Paid subscriptions are generally non-refundable, with no credits for partial periods or unused features except where law requires otherwise.Read 15 Oct 2026 · bankstatementmatcher.com
- Manual review
- Users can manually adjust matches, ignore unmatched transactions or export them for review.Read 15 Oct 2026 · bankstatementmatcher.com
- Matching
- Matching uses references and amounts, supports partial or fuzzy matches, and provides confidence scores.Read 29 Sep 2026 · bankstatementmatcher.com
- Matching methods
- Matching uses exact reference-and-amount, fuzzy reference, amount-only and date-based strategies.Read 15 Oct 2026 · bankstatementmatcher.com
- PDF handling
- PDF processing supports scanned documents through OCR, multi-page concatenation, batch processing and international layouts.Read 15 Oct 2026 · bankstatementmatcher.com
- PDF processing time
- The PDF page says most statements process in 10–30 seconds and large files over 100 pages are supported.Read 15 Oct 2026 · bankstatementmatcher.com
- Privacy retention
- Raw uploads are deleted after processing, while structured results are retained for 30 days by default before automatic purging.Read 15 Oct 2026 · bankstatementmatcher.com
- Receipt matching
- Receipt and invoice documents can be scanned, extracted and matched to transactions.Read 15 Oct 2026 · bankstatementmatcher.com
- SDKs
- The developer materials advertise OpenAPI-based client generation and examples for JavaScript, Python, PHP and Java.Read 15 Oct 2026 · bankstatementmatcher.com
- Security controls
- Published controls include TLS, role-based access, MFA support, least-privilege access and audit logging.Read 15 Oct 2026 · bankstatementmatcher.com
- Security encryption
- The service states that data is encrypted in transit and at rest using AES-256 or equivalent hosting encryption.Read 15 Oct 2026 · bankstatementmatcher.com
- Spending insights
- The product provides spending categories, recurring-expense detection and summaries of unmatched items.Read 15 Oct 2026 · bankstatementmatcher.com
- Supported inputs
- Bank statements can be uploaded as PDF, CSV or Excel files, while reference files use CSV or Excel.Read 15 Oct 2026 · bankstatementmatcher.com
- 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.Read 29 Sep 2026 · bankstatementmatcher.com
- Webhooks
- Webhooks notify customers when matching jobs finish or encounter errors, with support listed for Pro and higher plans.Read 15 Oct 2026 · bankstatementmatcher.com
- Who it serves
- The site identifies schools, charities, SMEs, accountants, and finance teams as intended users.Read 29 Sep 2026 · bankstatementmatcher.com
Plans and prices
Free Free forever 1 statement/day · 500 rows/upload · 5 receipt matches/day · 5 Insights/day · CSV export · no signup Read 29 Sep 2026 · bankstatementmatcher.com
Free Free $0/forever 1 statement/day · 500 rows/upload · 5 receipt matches/day · 5 Insights/day · PDF, CSV, Excel & DOC · CSV export · no signup Read 15 Oct 2026 · bankstatementmatcher.com
Starter $9.99 a month $9.99/month 3,000 rows/month · unlimited statements · 50 receipt matches/month · 50 Insights/month · CSV & Excel export · basic API · email support (24h) Read 15 Oct 2026 · bankstatementmatcher.com
Starter $9.99 a month 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) Read 29 Sep 2026 · bankstatementmatcher.com
Pro $29.99 a month $29.99/month 15,000 rows/month · 500 receipt matches/month · unlimited Insights · upload + API · webhooks · batch jobs · priority 24/7 support Read 15 Oct 2026 · bankstatementmatcher.com
Pro $29.99 a month 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 Read 29 Sep 2026 · bankstatementmatcher.com
Business $49.99 a month $49.99/month 100,000 rows/month · unlimited receipt matches · custom integrations · dedicated support · custom SLA available Read 15 Oct 2026 · bankstatementmatcher.com
Business $49.99 a month monthly after 1 month free 50,000 rows/month · unlimited receipt matches · API and batch automation · advanced webhooks and integrations Read 29 Sep 2026 · bankstatementmatcher.com
Enterprise Priced on request Custom Unlimited transactions · 99.9% uptime SLA guarantee · custom integrations and API support Read 29 Sep 2026 · bankstatementmatcher.com
Strong points and limits
Strong points
- Reads 26+ bank formats
- Supports fuzzy matches and confidence scores
- Offers QuickBooks- and Xero-compatible CSV exports
- Includes REST API, webhooks, and SDKs
Limits
- Free plan allows one statement per day
- Starter is $9.99 a month after one month free
- Trial requires a card and is for new customers
Who it suits
The site identifies schools, charities, SMEs, accountants, and finance teams as intended users. It may suit teams that reconcile statement data with references or receipts.
BankStatementMatcher in depth
Read the full write-up
Overview
BankStatementMatcher turns bank statements into spreadsheet files and helps reconcile transactions and receipts against reference data. It is a strong fit for small finance teams and accountants that want matching plus export options, but the row and receipt quotas make plan choice important as volume grows.
Key features
It accepts statements in PDF, CSV, or Excel and reference files in CSV or Excel, and says it reads more than 26 bank formats. Matching compares references and amounts, including partial or fuzzy matches, and assigns confidence scores. That can help with imperfect records, though confidence scores make review part of the workflow rather than a reason to assume every match is definitive.
Before matching, it can correct OCR noise, normalize dates, and detect duplicate charges or references. It also summarizes spending and exports reconciled results to CSV or Excel, with CSV exports compatible with QuickBooks and Xero. Integrations named include WooCommerce, Shopify, WordPress, Zapier, Stripe, Adyen, Worldpay, SumUp, and Zettle, giving it reach across commerce and payment workflows.
Developers get a REST API, scoped API keys, webhooks, and Python, Node.js, and PHP SDKs. This makes it more compelling for teams automating recurring reconciliation than for users who only need an occasional spreadsheet export. Security controls include AES-256 encryption in transit and at rest, with GDPR compliance and SOC 2 alignment stated; uploaded files are processed for matching and automatically deleted after processing or within a limited retention period.
Pricing
The Free plan costs nothing and is billed forever. It allows one statement per day, 500 rows per upload, five receipt matches per day, and five Insights per day, with CSV export and no signup. It is useful for light or occasional work, but daily caps and the lack of Excel export and API access constrain regular team use.
Starter costs $9.99 a month, billed monthly after one month free. It raises capacity to 3,000 rows per month and unlimited statements, with 50 receipt matches and 50 Insights per month, CSV and Excel export, a basic API, and email support with a 24-hour response. It suits a modest recurring workflow, but the row and receipt ceilings can become restrictive.
Pro costs $29.99 a month, billed monthly after one month free. Its 15,000 rows per month and 500 receipt matches per month, batch processing, webhooks, unlimited Insights and analytics, and priority email and chat support suit busier teams that need more automation and support. Business costs $49.99 a month, billed monthly after one month free; it raises the row allowance to 50,000 per month, makes receipt matches unlimited, and adds API and batch automation plus advanced webhooks and integrations. It is the better fit when receipt volume or integration needs exceed Pro, though the row limit still matters.
Enterprise has custom pricing, with unlimited transactions, a 99.9% uptime SLA guarantee, and custom integrations and API support. Paid plans begin with 30 days free; checkout requires a card, and the offer is for new customers only.
Platforms
BankStatementMatcher runs on the web and provides an API, so it can serve both direct browser workflows and software integrations.
Who it's for
Schools, charities, SMEs, accountants, and finance teams are the intended users. The strongest case is for teams that routinely reconcile statements and receipts against reference files, especially when they need cleanup, export, or developer automation. It is less suited to sustained high-volume work on the Free or Starter plan, where the row and receipt quotas are tight.
Pros and cons
Pros: Supports statement and reference files in common spreadsheet formats, with matching that handles partial or fuzzy references and confidence scoring.
Pros: Cleanup tools, spending summaries, and CSV/Excel exports can keep several reconciliation steps in one workflow.
Pros: API, webhooks, SDKs, and named commerce and payment integrations support more automated workflows on paid plans.
Cons: Free is capped at one statement and five receipt matches per day, while Starter limits rows and receipt matches monthly.
Cons: Starter's API is basic; batch processing and webhooks start at Pro, while advanced webhooks and integrations are reserved for Business.
Alternatives
For a broader shortlist, see Payment Reconciliation Software. Consider UnPay Loan Management System for loan-management software with a free sandbox and API endpoints, or ReconcileIQ for a free one-off credit allowance and a lower-priced Starter plan. Fihary is another freemium option. SettleFlow is another option, with a free diagnostic plan. LexaVero offers a one-time 365-day marketplace edition rather than a subscription. Flywheel by Sellistix is a paid web option with a free trial. Invoiced uses custom pricing, while Loopfour Payment Reconciliation is a paid option for web and API use.
Verdict
Choose BankStatementMatcher if your team needs statement conversion, transaction and receipt matching, and a path from manual exports to API-driven automation. Its strongest reason to buy is the combination of cleanup, flexible matching, and graduated developer features. Look elsewhere if your workload will quickly outgrow the row or receipt limits at the lower tiers, or if you need a different kind of finance software.
Verdict
BankStatementMatcher combines statement conversion, transaction matching, receipt reconciliation, and developer access. Check the row and matching limits for the selected plan, along with the trial terms.
Where Specifiction places it
- Payment Reconciliation Software#1 of 299.1
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