Bank Statement Converter for Lawyers — Trust Account & IOLTA Reconciliation

Law firms and solo attorneys can convert IOLTA trust account and operating account PDF statements to structured Excel or CSV files. Reconcile client ledgers, document client fund disbursements, and satisfy bar association three-way reconciliation requirements without manual data entry.

Key Benefits

• Extracts all trust account transactions for client ledger reconciliation
• Supports IOLTA, operating, and escrow account statement formats
• Export to Excel for three-way reconciliation spreadsheets
• Document retainer receipts and disbursements for billing disputes
• Files processed in-memory and deleted immediately — no data retained

How It Works

1. Step 1: Download your IOLTA or operating account PDF from online banking
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Use extracted transactions for client ledger reconciliation or bar compliance filing

Frequently Asked Questions

Can I use this for IOLTA three-way reconciliation?

Yes. Convert your IOLTA trust account statement to Excel, then cross-reference with your client ledger and trust account ledger to perform the three-way reconciliation required by most state bars.

Is client financial data safe to upload?

Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or shared. No account is required.

Convert a Statement Free