Bank & Stripe statements → Schedule C
For 1099 contractors and single-member LLCs. Upload your bank, Stripe or PayPal statements; every transaction is categorised to IRS Schedule C lines, with review notes on the judgement calls. Download the accountant-ready summary — or a TXF file TurboTax Desktop, H&R Block and TaxAct import.
Northbank
Current account · GB29 NWBK 6016 1331 9268 19
STATEMENT
| Date | Description | Out | In | Balance |
|---|---|---|---|---|
| 01/03 | SALARY — ACME LTD | 3,200.00 | 4,061.20 | |
| 03/03 | TESCO STORES 2841 | 84.30 | 3,976.90 | |
| 05/03 | SHELL FUEL BRISTOL | 61.75 | 3,915.15 | |
| 07/03 | RENT — HARBOUR LETTINGS | 1,150.00 | 2,765.15 |
The Excel you get back
| Date | Description | Out | In | Balance | Category |
|---|---|---|---|---|---|
| 01/03/2026 | Salary — Acme Ltd | 3,200.00 | 4,061.20 | Income | |
| 03/03/2026 | Tesco Stores 2841 | 84.30 | 3,976.90 | Groceries | |
| 05/03/2026 | Shell Fuel Bristol | 61.75 | 3,915.15 | Fuel | |
| 07/03/2026 | Rent — Harbour Lettings | 1,150.00 | 2,765.15 | Rent |
Drop your bank / Stripe / PayPal statements
PDF · photo · iPhone HEIC · scan · zip · Word — mix them freely, no sign-up to try
Free to try, no sign-up. Pay $7 for a batch, or sign in for 10 free pages.
How it works
- 1
Upload the messy statements
PDFs, scans, CSV exports — a whole quarter or a whole year at once, mixed freely.
- 2
Mapped to Schedule C
Advertising to line 8, car and truck to line 9, meals to 24b with the 50% note. Transfers between your own accounts are excluded, not counted twice.
- 3
File or hand it over
An Excel your accountant works from directly, or a TXF your tax software imports. Review notes flag what a mapping must not guess — like income-tax payments that are not deductible.
IRS categories, with honesty
Deterministic Schedule C mapping plus REVIEW flags on the calls that need a human — groceries, owner draws, estimated-tax payments.
Quarterly-tax ready
Run it before each estimated-tax deadline — April, June, September, January — instead of a panicked all-nighter in March.
Not just a converter
The same upload also exports to plain Excel, CSV, QuickBooks and Xero formats. One batch, every format your bookkeeper asks for.
Questions people ask
- Can it read a scanned or photographed document?
- Yes. Scans and phone photos are read the way a person reads them — a crumpled receipt or a skewed scan still works, and there is no template to configure for each bank.
- What if one PDF holds many receipts?
- It splits them apart. Fifty receipts scanned into a single PDF become fifty rows; a twelve-page statement stays one document.
- Are the amounts real numbers in Excel?
- Yes. Amounts and balances arrive as numeric cells, so a column sums the moment you open the file.
- How are foreign currencies handled?
- Each amount is converted at the published rate for the date of that transaction — not today's rate. The rate and its date sit beside the figure so you can check it.
- Do I need an account?
- No. Convert a batch, pay once, download it. An account is only for a monthly page allowance.
- Does it work with QuickBooks and Xero?
- Yes. Alongside Excel, you can download a statement as OFX — the standard bank-data format both read — or as a ready-made CSV laid out the way each one expects: Date, Amount, Payee, Description, Reference for Xero, and the three-column Date, Description, Amount for QuickBooks, with money out already signed negative. Invoices and receipts can also come out as UBL XML for an ERP or an e-invoicing system.