For the statements you cannot pull from e-banking yourself: client statements, closed accounts, periods before camt was activated. You get the file that bexio, Abacus or Banana imports directly, and a person has checked beforehand that the balances close.
CHF 9 per statement (up to 10 pages) · CHF 29 for 12 statements · Delivered within 48 hours
If a statement does not close, we say so and refund it. Payment before upload, servers in Zurich, deleted within 24 hours of delivery.
Not sure whether we cover your case? Describe it in two lines and we will answer, even if the answer is no.
Pay by card or TWINT and upload your PDF statements, scans included. Two short questions help us read your file correctly.
A person checks line by line that the transactions match the opening and closing balances. The balance carried forward is removed, signs are verified.
Excel, CSV or camt.053 for bexio, Abacus, Banana or DATEV, with a note: balances, transaction count, status. By email within 48 hours.
Opening balance + credits − debits = closing balance, to the cent. What does not close is reported, not smoothed over. The method in detail →
Swiss accounting software imports camt.053, not PDF. If the bank does not deliver camt or the period predates activation, we produce an ISO 20022 camt.053 file from the PDF that imports directly. Most free converters output only Excel or CSV.
Client statements, estate accounts, guardianship mandates: you cannot log into the e-banking and you receive PDFs. We convert and document the reconciliation per statement, traceable for auditors and authorities.
For German tax firms that must import statements into DATEV, we supply MT940 instead of camt.053 on request.
Then you probably do not need us. For plain PDF-to-Excel there are free and cheap services, and some of them check the balances automatically too. We name them in the comparison, with prices and sources.
For fiduciaries who receive client statements as PDFs and have no access to the client’s e-banking. Typically at year-end close, when taking over a mandate, or when an audit asks for a period nobody can obtain as camt any more:
Lawyers, guardians and SMEs with the same problem are welcome too. Not offered: document authenticity or fraud checks, tax or legal advice.
Before you pay: many banks deliver camt.053 or CSV straight from e-banking. We read the help pages and summarised what each bank offers, and when only the PDF remains.
If a statement does not reconcile and we cannot find the cause, we refund that statement.
True, and we link to them. clearlyledger.com checks the balances automatically and withholds the export when it does not reconcile; the first conversion is free. If you need Excel from your own statement, use them. We differ on four things: camt.053 and MT940 rather than spreadsheets only, a person rather than an algorithm, servers in Zurich behind a named company, and a refund when a statement does not close.
All of them. We do not rely on bank templates; every file is checked individually. Swiss banks, German banks, neobanks, card statements, scanned statements.
You still get the file, clearly marked as not reconciled, with the discrepancy and where we suspect the error, and a refund for that statement.
Direct import into bexio, Abacus, Banana, AbaNinja and other Swiss accounting tools. For DATEV we supply MT940 on request.
If you can, do it, it is free. Our service is for the cases where you cannot: third-party accounts, closed accounts, old periods, banks without export.
One person at PivotalPoint, on servers in Zurich, for the duration of processing. Then it is deleted. No AI processing outside Switzerland/EU without your consent.
Usually under 24 hours, guaranteed within 48 hours on business days.