Public benchmark

Bank-statement converter accuracy benchmark

Head-to-head accuracy of the top PDF-to-accounting-tool converters on 240 real, anonymised bank statements across 24 banks. Reproducible methodology below. We publish this because nobody else in the category will.

Snapshot: 2026-07-09 · Auto-refreshed monthly · API access
VendorTxn accuracyBalance matchHeader extractLatency (20pp)TallyZohoQBOXeroIIFFree tier
BankToBooks98.7%96.2%97.9%6s5 / month
BankStatementConverter96.4%89.1%92.0%8s3 pages trial
DocuClipper97.1%91.4%94.2%10s14-day trial
MoneyThumb97.8%93.6%95.1%12spaid only
Nanonets94.9%82.7%88.3%14strial credits
Test set
240 statements

Real, anonymised PDFs sourced from customers across IN, US, UK, ZA, AE, AU. Personal + business + credit card.

Banks covered
24 banks

HDFC, ICICI, SBI, Axis, Chase, BofA, HSBC UK, Barclays, FNB, Emirates NBD, DBS, CommBank & more.

Ground truth
Hand-labelled

Every transaction date + amount verified against the source PDF. Balance reconciliation checked line-by-line.

Methodology

  1. Identical PDF uploaded to each vendor via their standard flow (web upload or API, whichever is default).
  2. Output normalised to { date, description, amount, balance } and diffed against hand-labelled ground truth.
  3. Txn accuracy = correct date AND correct signed amount AND correct description substring.
  4. Balance match = closing balance in output matches PDF closing balance to 2dp.
  5. Header extract = period-from, period-to, opening & closing balance all present.
  6. Latency measured wall-clock from upload complete to first downloadable result. Median of 3 runs.
  7. Format checks: does the vendor produce a native import file for that accounting tool without further transformation.

Want to reproduce the run? Email benchmark@banktobooks.com — we'll share the anonymised PDFs and label set under NDA.

Where we lead

  • Highest txn accuracy on the mixed India + emerging-markets set (formats other vendors don't template).
  • Best closing-balance reconciliation rate — driven by our validation step during parsing.
  • Only vendor with native Tally + Zoho + QBO + Xero + IIF exports in a single flow.

Where we're still catching up

  • Raw bank-template count vs BankStatementConverter.com — we're shipping 200+ more per quarter.
  • MoneyThumb still edges us on niche US credit-union statement layouts.
  • DocuClipper has deeper Sage 50 direct-integration polish (we ship CSV; they ship API).

Test us on your own statement.

Free tier: 5 statements/month. No credit card. No lock-in.

Try BankToBooks free