Convert Relay Bank Statement PDF to CSV & Excel
Extract multi-account Relay checking transfers, ACH wires, and card debits into clean QuickBooks-ready CSVs in seconds.
Checking, credit card, and payout statements normalized into debit/credit ledger rows.
Drop PDF bank statements, invoices, or receipt photos here
Supports selectable PDFs, scanned image PDFs (Canvas Vision OCR), and PNG/JPG receipts · Up to 1 files per batch
How to convert Relay Bank PDFs to spreadsheets
Drop Relay Financial monthly PDFs
Upload Relay checking account PDFs, whether Profit First sub-accounts or main operating ledgers.
Normalize Debit & Credit signs
Automatically maps withdrawals, ACH credits, and internal sub-account transfers into consistent rows.
Download QBO CSV or .XLSX
Export directly into QuickBooks Online 3-column CSV format or formatted Excel.
Why accountants use LedgerParse AI for Relay Bank
Profit First Multi-Account Ready
Batch up to 20 Relay sub-account PDFs per run and reconcile tax, payroll, and operating accounts together.
Client Confidentiality for Bookkeepers
Relay client account numbers and cash reserves never touch third-party storage buckets.
Zero Monthly Per-Page Tax
Replace $49/mo statement converters with a single $29 lifetime license plus your own low-cost API key.
Relay Bank Conversion FAQ
Can I process multiple Relay sub-account statements together?
Yes. Each row tracks the original Source File name so you can filter or pivot across multiple Relay accounts.
Does QBO CSV work with QuickBooks Online Bank Feeds?
Yes. QBO CSV exports Date, Description, and signed Amount formatted specifically for QuickBooks manual upload.