Bank Statement Converter for Therapists in Private Practice

Private practice therapists receive insurance reimbursements, client copays, and EAP payments across multiple payers — making monthly reconciliation time-consuming. Bank Statement Converter turns PDF bank statements into structured Excel files instantly, so you can reconcile billing faster.

Key Benefits

• Extracts all deposits: insurance EFTs, client copays, and EAP payments
• Separate business expenses: rent, supervision fees, and CE credits
• Export to CSV for import into SimplePractice or TherapyNotes billing
• Works with any bank PDF statement format
• No data stored — HIPAA-safe processing, files deleted immediately

How It Works

1. Step 1: Download your practice bank statement PDF from online banking
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV output format
4. Step 4: Download and reconcile against your insurance ERA/EOB records

Frequently Asked Questions

Can I reconcile insurance payments against ERA/EOB statements?

Yes. The Excel output shows each EFT deposit with date and amount. Match these against your ERA remittances in SimplePractice or your billing software to identify underpayments or missing claims.

Is this secure enough for practice financial records?

Yes. Bank statement PDFs contain only financial data — no patient information. Files are processed in-memory and deleted immediately. No data is stored or transmitted to third parties.

Convert a Statement Free