Question 1

Do my bank statement PDFs upload to your server?

Accepted Answer

Parsing, balance checks, and ledger matching run in this browser on your device. Your statement files stay there. Purchase, license activation, and refunds use Creem. That path carries payment metadata, not the contents of your PDFs. A compromised computer, browser extension, or memory snapshot can still see decrypted files. Local processing removes our server from that path; it does not make the machine itself trusted.

Question 2

Is converting bank statements in a browser private?

Accepted Answer

Statement rows, account numbers, and PDF bytes stay in the browser for the core workflow. That is the privacy design of Bank Statement Batch. The site still loads over HTTPS, may log ordinary hosting requests, and Creem sees checkout details when you buy. If you later choose to include PDFs in an encrypted project pack, that pack still lives on your disk unless you send it somewhere yourself.

Question 3

How do you unlock a password-protected bank statement PDF?

Accepted Answer

You type the password in the workspace. Unlock uses PDF.js in this browser. The password is not placed in the URL, analytics, server logs, or the default project pack. If the file is a scan behind a password, unlocking still does not create a text layer. Ask the bank for a text e-statement.

Question 4

Is the $79 license lifetime?

Accepted Answer

Yes. Pay $79 once and keep using Standard. It is not a subscription, and the license does not expire. You get full Excel and CSV, balance-check reports, encrypted packs, and two browsers for one named user. Layout and engine updates published in the twelve months after you buy are included.

Question 5

What does the $79 Standard license include?

Accepted Answer

Lifetime use for one named user, on two browsers. File volume is not metered by page; the browser’s memory still limits huge batches. Paid export unlocks the full workbook, full reports, and encrypted project packs. Free use still parses locally but exports at most 10 labeled sample rows. Standard refunds are available for 7 days through Creem, as described on the refunds page.

Question 6

Why only two browser installs?

Accepted Answer

The license is for one person, not a firm-wide seat. Two browsers cover a desktop and a laptop without turning the key into a shared office login. Clearing site data counts as a new install. Deactivate the old browser from Account if you moved machines. The limit is enforced when the browser is online. Copying local storage is not a supported way to add seats.

Question 7

Can I try PDF to Excel before paying $79?

Accepted Answer

Yes. You can drop supported text PDFs, read the table, run checks, and try a ledger CSV without an account. Export stops at 10 sample rows, clearly marked as a preview, and shows how many transactions exist in total. Unlocking Standard does not re-upload statements. It only lifts the export cap on this browser.

Question 8

Can I get a refund on the $79 Standard license?

Accepted Answer

If something is not working, email support@menmentech.com first. Describe the layout or step that failed. We would rather get you going. If you still want a refund, Standard refunds are available for 7 days through Creem. Tell us why so we can improve the product. We cannot look up Creem receipts. After a refund, Standard stops on the next online license check. Completely offline copies may keep working until they next check online.

Question 9

Which bank statement layouts do you support?

Accepted Answer

Support follows the table: headers, columns, and how dates and amounts are printed. Supported formats lists what this version reads. Layout A is ready, on synthetic text samples, for generic US checking, Chase, Bank of America, Wells Fargo, Citi, U.S. Bank, PNC, Capital One, Truist, and TD Bank. Dates are month/day. Amounts are USD. A listed text PDF parses in the workspace, with a source page on every row.

Question 10

Can you convert a scanned or photographed bank statement?

Accepted Answer

Download the bank’s text e-statement. If you can select the words in a PDF viewer, the workspace reads that text into Excel or CSV. Those files become a checked workbook with a source page on every row. A password unlocks the file in this browser. The readable text underneath is what the converter uses.

Question 11

How do I convert a bank statement PDF to Excel?

Accepted Answer

Open the workspace, drop the PDFs, wait for the queue, then export XLSX. Parsing never leaves this browser. The workbook is meant for a year of files: transactions, file list, checks, and exceptions — not a single messy dump of page headers. Free export is a 10-row sample. Standard unlocks the full sheet. Confirm the layout on Supported formats first.

Question 12

How do I convert a bank statement PDF to CSV?

Accepted Answer

After a successful parse, export CSV from the workspace. Rows keep dates, amounts, descriptions, and source page when available. CSV is not a certified QuickBooks or Xero import. It is a clean table you can map in those tools yourself. Clients usually send PDFs. That is the job Standard is built for: a checked table plus the PDF page on every row, not a paste of statement text.

Question 13

Can I convert a whole year of statements at once?

Accepted Answer

Yes. The queue is the reason for the product name. Bookkeepers often receive a year of PDFs for one client. Each file gets its own result. A refused scan or unknown layout does not wipe the files that already parsed. Very large batches are still limited by the browser’s memory. Split extreme folders if the tab becomes slow.

Question 14

Can I see which PDF page a spreadsheet row came from?

Accepted Answer

Yes. That trail is part of what $79 is for. A converter that cannot show the source forces you to search the folder by hand. Open the row in the workspace to highlight the page. Exported workbooks keep the page reference in a column. If a description wrapped across two PDF lines, the trail still points at the page where the amount printed.

Question 15

Do the balance checks replace an audit?

Accepted Answer

No. Checks look for arithmetic breaks: opening, closing, running balance, and month-to-month continuity when the PDFs print those figures. A pass means the printed numbers close. It does not mean transactions are real, complete, or compliant. Two incorrect PDFs can still chain. Use the evidence, then use your judgment. This is not tax, legal, or audit software.

Question 16

Can I match a bank statement to my ledger CSV?

Accepted Answer

Yes. Import the ledger, map columns, and run a conservative match. One bank row maps to at most one ledger row. Ambiguities are not auto-resolved. You confirm or leave them open. That is slower than a hidden “AI match,” and safer for books. This is statement-to-ledger matching, not a full general ledger or QuickBooks live sync.

Question 17

Does it work offline?

Accepted Answer

The first visit must be online so the app shell can cache. After that, parsing can run without our servers. Checkout, license activate, and refunds need a network. Clearing the browser cache means a fresh download. A PWA is not a forever native install. Browsers can evict storage. Keep a license backup from Account if you rely on offline use.

Question 18

Can a bookkeeper use one license for several clients?

Accepted Answer

Yes, if you are the named user. Drop each client’s PDFs on your two browsers. The license is yours — keep the key off a shared office login. Standard is one named user on two browsers: a desktop and a laptop for the person who actually converts the files. That is the seat bookkeepers use every week. Still confirm each client’s layout on Supported formats. A new client bank is not automatically included.

Question 19

Is Bank Statement Batch tax or accounting software?

Accepted Answer

You get a checked workbook and a match list. Posting, classifying, and filing stay in the accounting tools you already use. The job it finishes is the pile of PDFs: a year of client statements, with source pages and balance checks. That workbook is what the $79 lifetime license unlocks.

Question 20

Why pay $79 instead of using a free PDF-to-Excel site?

Accepted Answer

Free tools often mix headers into rows and leave you to clean Excel. This product is for the hour after conversion: checks, trail, and a queue that survives one bad file. Files stay in the browser. Many free converters require an upload. Pay $79 once for lifetime use when you have to stand behind the workbook: a year-long batch, source pages, balance evidence, and a full export on this device.

FAQ