# Statement to Budget (statementtobudget.com)

Converts PDF, CSV or Excel bank statements into per-transaction files for QuickBooks, Xero, OFX or Excel, checked against statement totals.

- Atlas card: https://inite.ai/en/atlas/statementtobudget.com
- Site: https://statementtobudget.com
- For: Bookkeepers and business owners turning bank statement PDFs into QuickBooks, Xero or Excel imports at month end
- Categories: documents
- Use not measured/100 · alive 100/100

## Used for

- Convert bank statement PDFs into QuickBooks or Xero import files
- Check converted rows against statement totals before importing
- Sort statement spending into categories for a client dashboard

## Price

- from 9.99 USD/one-time (read 2026-10-18 on https://statementtobudget.com/pricing)

## For developers

- MCP server: com.statementtobudget.www/bank-statement-converter (namespace; open on 2026-10-18, 3 tools)
- Read 2026-10-18

## MCP server, measured daily

Server: https://www.statementtobudget.com/api/mcp, checked every day since 2026-10-19 (3 checks).

- Answered: measuring, 3 daily checks so far
- Median first answer: 178 ms
- Sign-in: none
- Context its tool definitions take: about 337 tokens (3 tools)
- Tool definitions: C, 72/100
- Failing "params_described": 2 of 3 tools
- Failing "annotations": 3 of 3 tools
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-18

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Source: INITE Atlas, https://inite.ai/en/atlas/statementtobudget.com. JSON: https://inite.ai/api/atlas/statementtobudget.com. MCP: https://inite.ai/api/mcp (atlas_lookup).