How do I get bank statement data into FreshBooks?

Upload your bank statement PDF to StatementVision ($2.99), download the CSV export, then import it into FreshBooks via Expenses > Import. The categorized output helps you quickly assign FreshBooks expense categories.

Does this work with all banks?

Yes. StatementVision supports 100+ banks using AI-powered extraction. Any bank that produces a PDF statement is compatible, regardless of whether FreshBooks has a direct connection to that bank.

Can I track business expenses from bank statements?

Absolutely. StatementVision auto-categorizes every transaction into 12 categories, making it easy to identify and import business expenses into FreshBooks for invoicing and tax purposes.

Bank Statement to FreshBooks

Convert bank statement PDFs for FreshBooks import. StatementVision extracts and categorizes transactions into FreshBooks-compatible format.

How to Import Bank Statements into FreshBooks

Upload your bank statement PDF to StatementVision

AI extracts all transactions with full details

Download the categorized CSV export

In FreshBooks, navigate to Expenses > Import

Upload the CSV to populate your expense records

Why Use StatementVision with FreshBooks

Import expenses from banks not supported by FreshBooks bank connections
Process historical statements for retroactive expense tracking
Pre-categorized data maps to FreshBooks expense categories
Works with any bank statement PDF format
Accurate extraction eliminates duplicate or missed entries

Frequently Asked Questions

Ready to Import into FreshBooks?

Convert your bank statement PDF in minutes. No account needed.

Upload & Pay — $2.99

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