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BankSheet Pro BankSheet Pro Document operations
Review-first document operations

Run extraction, PDF work, signatures, and exports from one private workspace.

Built for finance teams

Upload bank statements and office files, extract structured rows, crawl websites into spreadsheets, convert or edit PDFs, add barcodes, generate contracts, and send secure signature requests without breaking company boundaries.

What your team can do here

Bank statement extraction Web to Excel Review queue PDF conversions Visual PDF editor Generated contracts PDF Barcode Studio E-sign requests
Move from intake to approved output with reviewable steps
  • Review before export
  • OCR and rules together
  • Archive and download history

One intake, many outcomes

Start with a real file or workflow

Free plan available
Intake ready statement.pdf
Workspace actions Review, convert, sign
Outputs Exports / signed PDFs

Run up to 3 free conversions in this browser. Create a free workspace for ongoing work and saved history.

One connected workflow

From intake to approved output, without jumping between tools.

BankSheet keeps document intake, structured extraction, human review, PDF operations, contracts, signatures, and archive history connected. Your team sees the same source context all the way through.

  1. 01

    Collect sources

    Upload PDFs, images, Office files, or start a website extraction job.

  2. 02

    Extract and normalize

    Rules, OCR, and extraction profiles prepare structured business data.

  3. 03

    Review and enrich

    Approve rows, adjust uncertain fields, and keep source context visible.

  4. 04

    Convert, edit, generate

    Use PDF tools, the visual editor, barcode overlays, or template-based contracts.

  5. 05

    Export, sign, archive

    Deliver reviewed exports or secure signature links and keep the history downloadable.

Original PDF preserved Rows stay editable Exports remain downloadable

See the review layer

The reviewed table, the source file, and the next action stay connected.

Compare source content with normalized rows, decide what is approved, then move the same document into conversion, contract generation, export, or signature work without re-uploading it elsewhere.

statement-june.pdf
OCR complete 42 rows found

Banca Demo

Account statement

01/06 - 30/06
EUR account

DateDescriptionAmount
03/06Client transfer+2,450.00
05/06Office rent-980.00
08/06Software services-129.00
10/06Consulting invoice+1,800.00
14/06Insurance premium-342.60

Transaction review

Ready for confirmation

Balance reconciled
DateDescriptionAmountStatus
03 JunClient transfer+ EUR 2,450.00Approved
05 JunOffice rent- EUR 980.00Approved
08 JunSoftware services- EUR 129.00Review
10 JunConsulting invoice+ EUR 1,800.00Approved
14 JunInsurance premium- EUR 342.60Approved

41 approved / 1 needs review

Excel CSV JSON

The complete document workspace

A wider workspace than a single PDF-to-spreadsheet tool.

The homepage now reflects the real product surface: extraction, review, website capture, PDF operations, contract creation, signatures, team controls, billing limits, and private archives.

Bank statement extraction

Turn bank statement PDFs into normalized rows with dates, descriptions, debit, credit, and balance columns ready for review.

Excel CSV JSON exports
Learn more

Review queue and extraction profiles

Correct uncertain rows, approve transactions, and reuse company-specific extraction rules for recurring layouts.

Approval states Reconciliation flags Profile matching
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Web to Excel capture

Collect website data into spreadsheets for research, monitoring, and operational back-office work.

URL lists Retry flow XLSX / CSV
Learn more

PDF and office conversion tools

Convert PDF to DOCX, DOCX to PDF, images to PDF, and run merge, split, compress, OCR, rotate, repair, and text extraction workflows — free, in your browser.

No sign-up Private outputs 20+ tools
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Visual PDF editor and generated documents

Prepare overlays, edits, watermarks, page changes, uploaded PDFs, and template-based contracts inside one versioned workspace.

Draft versions Template PDFs Private downloads
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PDF Barcode Studio

Place barcodes, QR codes, Data Matrix, and EAN labels directly onto PDF pages for operational routing and print-ready output.

QR EAN Data Matrix
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E-signature requests

Place signature fields, email secure signing links, and track viewed, signed, completed, and audit states.

Signed PDF Audit trail Secure links
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Teams, limits, and archive history

Workspace billing controls plan limits, employee seats, extraction profiles, and downloadable export history across the company.

Plan enforcement Team seats Export archive
Learn more

Built around real office work

One workspace, adapted to the teams carrying the document load.

BankSheet gives finance, operations, legal, and service teams one place to intake files, extract data, prepare PDFs, collect signatures, and deliver approved outputs without losing the original document trail.

Accountants

Normalize statements, review transactions, reconcile balances, and export client-ready spreadsheet packs.

Operations and admin teams

Convert incoming files, maintain archives, add barcode labels, and coordinate approvals across the office.

Agencies and service firms

Prepare client reports, website capture exports, contracts, and signature-ready deliverables from one workspace.

Legal and compliance teams

Generate or upload agreements, place signature fields, and keep signed documents tied to their original source files.

Consultants and small businesses

Turn recurring documents into organized data and polished outputs without building a custom back office.

Capacity that grows with you

Every plan keeps the same workflow. Capacity changes as your volume changes.

Uploads, conversions, processed pages, e-sign requests, and team seats come from the same billing catalog the workspace enforces in production.

Free

€0/month

For testing extraction, PDF tools, and signatures on real files.

  • 10 PDF uploads
  • 10 conversions
  • 50 processed pages
  • 10 e-sign requests
  • 2 employee seats
Start free
Best for teams

Starter

€20/month

For small offices running recurring document, export, and signature work.

  • 200 PDF uploads
  • 200 conversions
  • 1,500 processed pages
  • 100 e-sign requests
  • 10 employee seats
View plan

Professional

€79/month

For higher-volume teams coordinating conversion, review, and approvals.

  • 2,000 PDF uploads
  • 2,000 conversions
  • 10,000 processed pages
  • 1,000 e-sign requests
  • 30 employee seats
View plan

Enterprise capacity and custom integrations are available from the billing catalog when your company needs them.

Professional by design

Control remains with the people responsible for the document.

BankSheet supports careful handling without pretending automation is infallible. Review, approval, company access, plan limits, and download history remain visible parts of the workflow instead of hidden side effects.

Review-first workflow

Extracted rows remain editable until a user approves them.

Confirmed exports

Teams export reviewed data rather than an unchecked first pass.

Private document handling

Downloads pass through authorized application routes and company policies.

Traceable document stages

Source files, generated outputs, exports, billing state, and signature stages stay distinct.

Questions before the first upload

Clear answers, before your team changes its workflow.

Start with the free plan, test your own files, and keep human review in the process.

Can BankSheet Pro convert scanned bank statements?

Yes. It first reads native PDF text, then uses the configured local Tesseract and OCRmyPDF pipeline for scans. Azure Document Intelligence can be enabled later for stronger production OCR.

Can I review transactions before exporting?

Yes. Bank statement rows enter a review queue where your team can correct dates, descriptions, debit, credit, balance, and approval status before creating CSV or Excel exports.

Are uploaded files public?

No. Source files, generated PDFs, signed documents, and conversion results are stored privately and downloaded through authorized application routes.

What is included in the Free plan?

The Free plan includes 10 PDF uploads, 10 conversions, 50 processed pages, 2 employee seats, and 10 e-sign requests per monthly usage period.

Bring the whole document workflow together

Start with one workspace for extraction, PDF operations, and signatures.

Create a workspace, test the free plan on your own files, and grow into higher limits when your team is ready for more uploads, conversions, pages, and signature volume.