Update to Tallyproof Statement Converter
Snapshot Oct 31, 2026 · 00:58 UTC · version 1.0.2
Declared capabilities changed
Long description — Now says: Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank...
Observed in instructions or declared skills. Runtime behavior has not been tested.
Up to 10 plugins free · no card required.
All fields and original values.
Long description
Oct 27, 2026 · 00:51 UTC
Turn a bank or credit card statement into a spreadsheet of transactions and check that it balances to the cent. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Excel export) and Tallyproof Bank ...
Oct 31, 2026 · 00:58 UTC
Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Exc...
Short description
Oct 27, 2026 · 00:51 UTC
Bank statement to spreadsheet
Oct 31, 2026 · 00:58 UTC
Bank statement PDF to XLSX/CSV
Declared skills
Oct 27, 2026 · 00:51 UTC
[{"description":"Bank and credit card statement converter. Turns a statement PDF (or a bank CSV/Excel export) into clean transactions with convert_bank_statement, reconciles opening + transactions = closing to the cent, points to missing...
Oct 31, 2026 · 00:58 UTC
[{"description":"Bank and credit card statement converter. Turns a statement PDF (or a bank CSV/Excel export) into clean transactions with convert_bank_statement, reconciles opening + transactions = closing to the cent, points to missing...
Display name
Oct 27, 2026 · 00:51 UTC
Tallyproof Bank Statements
Oct 31, 2026 · 00:58 UTC
Tallyproof Statement Converter
Compare saved observations
Download comparison JSONFull technical diff · 11 changed fields
changed /release/display_name
"Tallyproof Bank Statements"
"Tallyproof Statement Converter"
changed /release/id
"pluginrel_7636c1f540208191a90fc197da484c57"
"pluginrel_1f92ee2802748191938dabf6bdbab61d"
changed /release/interface/composer_icon_url
"https://files.openai.com/content?id=file_00000000e70c8207a23bc7db65b39ac0"
"https://files.openai.com/content?id=file_000000001c1081f4a8dbf416aa0f8e1e"
changed /release/interface/default_prompt
"Reconcile: opening $1,200, closing $2,922.51; 9/1/26 payroll 2450, 9/3 rent -700, 9/9 Streamflix -15.49, 9/30 fee -12"
"Convert my bank statement PDF to Excel and check it balances"
changed /release/interface/default_prompts
[ "Reconcile: opening $1,200, closing $2,922.51; 9/1/26 payroll 2450, 9/3 rent -700, 9/9 Streamflix -15.49, 9/30 fee -12", "QuickBooks CSV: 10/2/26 client payment 1800, 10/5 office rent -950, 10/12 design app subscription -59.99, 10/20 bank fee -15", "Statement is off: opening $500, closing $315.75; 6/3/26 deposit 200, 6/4 groceries -84.25, 6/4 groceries -84.25, 6/15 rent -300" ]
[ "Convert my bank statement PDF to Excel and check it balances", "QuickBooks CSV: 10/2/26 client payment 1800, 10/5 office rent -950, 10/12 design app subscription -59.99, 10/20 bank fee -15", "Statement is off: opening $500, closing $315.75; 6/3/26 deposit 200, 6/4 groceries -84.25, 6/4 groceries -84.25, 6/15 rent -300" ]
changed /release/interface/logo_url
"https://files.openai.com/content?id=file_0000000068888208aa3ccc11d305af37"
"https://files.openai.com/content?id=file_0000000044e081f4a78287f412338d88"
changed /release/interface/long_description
"Turn a bank or credit card statement into a spreadsheet of transactions and check that it balances to the cent. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Excel export) and Tallyproof Bank Statements extracts each transaction: date, description, signed amount (money out negative), running balance when printed, and a suggested category.\n\nThe key step is reconciliation. It finds the opening and closing balance on the statement and checks opening + money in - money out = closing to the cent. You see PASS, or the difference in dollars and cents and the rows to look at: where the running balance breaks, a likely missing deposit or withdrawal, a duplicated row, or a reversed sign. Deposit and withdrawal totals are compared with the statement's own totals.\n\nIt handles real statement layouts: one signed amount column, separate withdrawal and deposit columns, separate deposit and withdrawal sections, CR/DR suffixes, negatives in parentheses, thousands separators, multi-page statements with repeated headers, descriptions that wrap onto a second line, and dates without a year (placed inside the statement period, including December to January). Bank CSV and Excel exports are cleaned into the same format, newest-first or not.\n\nDownloads: an Excel workbook (transactions, reconciliation, totals by month and by category), a clean CSV, and a QuickBooks-ready CSV (Date, Description, Amount). You can also paste or list transactions to reconcile them or total money in and out by month and category.\n\nGood for bookkeepers, freelancers and small businesses doing monthly books or taxes, and anyone preparing statements for a loan application.\n\nLimitations: text PDFs only (scanned or photographed statements need OCR first); up to 60 pages and 20,000 transactions per file. Account numbers are masked to the last 4 digits. Files are read once and downloads expire after about an hour. Categories are keyword suggestions, not accounting or tax advice."
"Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Excel export) and Tallyproof extracts each transaction: date, description, signed amount (money out negative), running balance when printed, and a suggested category.\n\nThe key step is reconciliation. It finds the opening and closing balance on the statement and checks opening + money in - money out = closing to the cent. You see PASS, or the difference in dollars and cents and the rows to look at: where the running balance breaks, a likely missing deposit or withdrawal, a duplicated row, or a reversed sign. Deposit and withdrawal totals are compared with the statement's own totals.\n\nIt handles real statement layouts: one signed amount column, separate withdrawal and deposit columns, separate deposit and withdrawal sections, CR/DR suffixes, negatives in parentheses, thousands separators, multi-page statements with repeated headers, descriptions that wrap onto a second line, and dates without a year (placed inside the statement period, including December to January). Bank CSV and Excel exports are cleaned into the same format, newest-first or not.\n\nDownloads: an Excel workbook (transactions, reconciliation, totals by month and by category), a clean CSV, and a QuickBooks-ready CSV (Date, Description, Amount). You can also paste or list transactions to reconcile them or total money in and out by month and category.\n\nGood for bookkeepers, freelancers and small businesses doing monthly books or taxes, and anyone preparing statements for a loan application.\n\nLimitations: text PDFs only (scanned or photographed statements need OCR first); up to 60 pages and 20,000 transactions per file. Account numbers are masked to the last 4 digits. Files are read once and downloads expire after about an hour. Categories are keyword suggestions, not accounting or tax advice."
changed /release/interface/short_description
"Bank statement to spreadsheet"
"Bank statement PDF to XLSX/CSV"
changed /release/keywords
[ "bank statement converter", "convert bank statement to excel", "bank statement pdf to excel", "bank statement to csv", "credit card statement to excel", "pdf to excel", "reconcile bank statement", "bank reconciliation", "quickbooks csv import", "categorize transactions", "money in and out by month" ]
[ "bank statement converter", "convert bank statement to excel", "bank statement pdf to excel", "bank statement to csv", "credit card statement to excel", "pdf to excel", "reconcile bank statement", "bank reconciliation", "quickbooks csv import", "categorize transactions", "money in and out by month", "bank statement pdf to excel converter", "pdf bank statement converter", "statement to excel" ]
changed /release/skills
[
{
"description": "Bank and credit card statement converter. Turns a statement PDF (or a bank CSV/Excel export) into clean transactions with convert_bank_statement, reconciles opening + transactions = closing to the cent, points to missing or duplicated rows, suggests categories, and returns Excel, CSV and QuickBooks CSV files. summarize_transactions does the same for pasted transactions.",
"interface": {
"brand_color": "#0F7B5F",
"default_prompt": "Reconcile: opening $1,200, closing $2,922.51; 9/1/26 payroll 2450, 9/3 rent -700, 9/9 Streamflix -15.49, 9/30 fee -12",
"display_name": "Tallyproof Bank Statements",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Bank statement to spreadsheet"
},
"name": "statement-converter",
"plugin_release_skill_id": "pluginrsk_6ac106e848e48191a9fceebb4b0a8862"
}
][
{
"description": "Bank and credit card statement converter. Turns a statement PDF (or a bank CSV/Excel export) into clean transactions with convert_bank_statement, reconciles opening + transactions = closing to the cent, points to missing or duplicated rows, suggests categories, and returns Excel, CSV and QuickBooks CSV files. summarize_transactions does the same for pasted transactions.",
"interface": {
"brand_color": "#0F7B5F",
"default_prompt": "Convert my bank statement PDF to Excel and check it balances",
"display_name": "Tallyproof Statement Converter",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Bank statement PDF to XLSX/CSV"
},
"name": "statement-converter",
"plugin_release_skill_id": "pluginrsk_6ae480b7f32881919752e5df88148972"
}
]changed /release/version
"1.0.0"
"1.0.2"
Full snapshot data
{
"canonical_app_id": "asdk_app_6ac106e5863c8191a07d5eac1feb555f",
"connector_id": "asdk_app_6ac106e5863c8191a07d5eac1feb555f",
"created_at": "2026-10-03T13:52:42.514171Z",
"discoverability": "LISTED",
"id": "plugin_asdk_app_6ac106e5863c8191a07d5eac1feb555f",
"is_template": false,
"is_template_instance": false,
"is_v2_template": false,
"name": "statement-converter",
"release": {
"app_ids": [
"asdk_app_6ac106e5863c8191a07d5eac1feb555f"
],
"app_manifest": {
"apps": {
"statement-converter": {
"id": "asdk_app_6ac106e5863c8191a07d5eac1feb555f",
"required": true
}
}
},
"app_templates": [],
"description": "Convert bank and credit card statement PDFs to Excel or CSV, reconciled to the cent.",
"display_name": "Tallyproof Statement Converter",
"id": "pluginrel_1f92ee2802748191938dabf6bdbab61d",
"interface": {
"brand_color": "#0F7B5F",
"capabilities": [
"Interactive",
"Read"
],
"category": "Finance",
"composer_icon_dark_url": null,
"composer_icon_url": "https://files.openai.com/content?id=file_000000001c1081f4a8dbf416aa0f8e1e",
"default_prompt": "Convert my bank statement PDF to Excel and check it balances",
"default_prompts": [
"Convert my bank statement PDF to Excel and check it balances",
"QuickBooks CSV: 10/2/26 client payment 1800, 10/5 office rent -950, 10/12 design app subscription -59.99, 10/20 bank fee -15",
"Statement is off: opening $500, closing $315.75; 6/3/26 deposit 200, 6/4 groceries -84.25, 6/4 groceries -84.25, 6/15 rent -300"
],
"developer_name": "Zovo",
"logo_url": "https://files.openai.com/content?id=file_0000000044e081f4a78287f412338d88",
"logo_url_dark": null,
"long_description": "Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank or credit card statement (a text PDF from your bank's website, or its CSV or Excel export) and Tallyproof extracts each transaction: date, description, signed amount (money out negative), running balance when printed, and a suggested category.\n\nThe key step is reconciliation. It finds the opening and closing balance on the statement and checks opening + money in - money out = closing to the cent. You see PASS, or the difference in dollars and cents and the rows to look at: where the running balance breaks, a likely missing deposit or withdrawal, a duplicated row, or a reversed sign. Deposit and withdrawal totals are compared with the statement's own totals.\n\nIt handles real statement layouts: one signed amount column, separate withdrawal and deposit columns, separate deposit and withdrawal sections, CR/DR suffixes, negatives in parentheses, thousands separators, multi-page statements with repeated headers, descriptions that wrap onto a second line, and dates without a year (placed inside the statement period, including December to January). Bank CSV and Excel exports are cleaned into the same format, newest-first or not.\n\nDownloads: an Excel workbook (transactions, reconciliation, totals by month and by category), a clean CSV, and a QuickBooks-ready CSV (Date, Description, Amount). You can also paste or list transactions to reconcile them or total money in and out by month and category.\n\nGood for bookkeepers, freelancers and small businesses doing monthly books or taxes, and anyone preparing statements for a loan application.\n\nLimitations: text PDFs only (scanned or photographed statements need OCR first); up to 60 pages and 20,000 transactions per file. Account numbers are masked to the last 4 digits. Files are read once and downloads expire after about an hour. Categories are keyword suggestions, not accounting or tax advice.",
"plugin_category_id": "finance",
"privacy_policy_url": "https://statement-converter.zovo.one/privacy",
"screenshot_urls": [],
"short_description": "Bank statement PDF to XLSX/CSV",
"terms_of_service_url": "https://statement-converter.zovo.one/terms",
"website_url": "https://statement-converter.zovo.one"
},
"keywords": [
"bank statement converter",
"convert bank statement to excel",
"bank statement pdf to excel",
"bank statement to csv",
"credit card statement to excel",
"pdf to excel",
"reconcile bank statement",
"bank reconciliation",
"quickbooks csv import",
"categorize transactions",
"money in and out by month",
"bank statement pdf to excel converter",
"pdf bank statement converter",
"statement to excel"
],
"mcp_servers": [
{
"key": "statement-converter",
"metadata": {
"url": "https://statement-converter.zovo.one/mcp"
}
}
],
"onboarding_skill_name": "statement-converter",
"requires_local_executor": false,
"skills": [
{
"description": "Bank and credit card statement converter. Turns a statement PDF (or a bank CSV/Excel export) into clean transactions with convert_bank_statement, reconciles opening + transactions = closing to the cent, points to missing or duplicated rows, suggests categories, and returns Excel, CSV and QuickBooks CSV files. summarize_transactions does the same for pasted transactions.",
"interface": {
"brand_color": "#0F7B5F",
"default_prompt": "Convert my bank statement PDF to Excel and check it balances",
"display_name": "Tallyproof Statement Converter",
"icon_large_url": null,
"icon_small_url": null,
"iconography": "chart",
"short_description": "Bank statement PDF to XLSX/CSV"
},
"name": "statement-converter",
"plugin_release_skill_id": "pluginrsk_6ae480b7f32881919752e5df88148972"
}
],
"version": "1.0.2"
},
"scope": "GLOBAL",
"share_url": "https://chatgpt.com/plugins/plugin_asdk_app_6ac106e5863c8191a07d5eac1feb555f?open_in_app",
"status": "ENABLED"
}SHA-256 of public snapshot: 6ca6ba32117c0334286a2a02f074f286a8e1328c77f6e2fa534474fcf9ce4dfa