What can PesaInsights do beyond converting statements?

Quite a lot: a spending dashboard with categories and trends, cash-basis business reports, invoices with line items and partial payments, recurring invoice drafts, payment reminders, a receipt vault, workspaces for separate books, and an API. Start with one statement — the rest is there when you need it.

Will my data be sent anywhere?

Not unless you explicitly opt in to the optional analytics dashboard. Even then, only anonymized summaries (amounts, categories, time-of-day) leave your browser — never names, phone numbers, descriptions, or balances.

Does this work on my phone?

Yes. The site is mobile-first and the converter works in any modern phone browser. Safari 14+, Chrome 90+, Firefox 90+.

What formats do you support?

Input: PDF (including encrypted bank and M-Pesa PDFs), CSV, Excel, OFX, QIF. Output: CSV, Excel, PDF report, JSON, OFX (QuickBooks/Xero), QIF (Quicken), IIF (QuickBooks Desktop).

Does this work with banks outside East Africa?

Yes for structured formats — any bank that exports CSV, Excel, OFX, or QIF will work cleanly, and that covers essentially every major bank globally. PDF input is more variable: standard column layouts parse well, but layouts with multi-line entries or unusual formatting may parse partially. If your PDF parses poorly, use the CSV / Excel / OFX export from your bank's online banking — those always work. Mobile-money parsing covers M-Pesa today; more providers are added as we see real samples.

Bank & M-Pesa statement converter, insights & invoicing

Your money statements, finally useful.