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What is Open Success Convert?

Open Success Convert turns financial statements into accounting-ready transaction data.

Upload a statement, let AI extract and verify the transactions, review anything that needs attention, then export the results for bookkeeping, reconciliation and reporting.

Who is Open Success Convert designed for?

Open Success Convert is built for accountants, bookkeepers, businesses and finance teams.

If you're spending time manually entering statement data, preparing imports or reconciling transactions, Open Success Convert helps automate the process.

How does Open Success Convert work?

Getting started is simple:

1. Upload your statement.
2. AI extracts and verifies the transaction data.
3. Review anything that needs attention.
4. Export accounting-ready results.

No manual data entry. No complicated setup.

What makes Open Success Convert different from traditional statement conversion tools?

Most statement conversion tools stop at extraction.

Open Success Convert goes further by verifying extracted data, identifying potential issues, guiding review and re-verifying changes before export.

Instead of simply converting statements, Open Success Convert helps you review, validate and export transaction data with greater confidence.

Is Open Success Convert free to use?

Yes.

You can start converting statements immediately without creating an account.

Free usage includes:

• 5 free pages without creating an account
• 20 free pages every 24 hours with a free account
• Access to recent statement history when signed in

Your remaining allowance is always displayed in your workspace.

See the Pricing page for the latest usage limits and upcoming plans.

Do I need to create an account?

No.

You can upload and convert statements straight away — no sign-up required.

Creating a free account unlocks additional usage and lets you access recent statement history, making it easier to continue where you left off.

What happens if I use all my free pages?

Once you've used your available free allowance, you'll need to wait for your next 24-hour refresh or upgrade when paid plans become available. For free accounts, the 24-hour refresh cycle starts from the time you create your account.

Your remaining allowance is always displayed in your workspace.

Are paid plans available?

Coming soon.

We're currently focused on giving users generous free access while continuing to improve Open Success Convert.

Additional plans and higher usage limits will be introduced in the future.

What statement types are supported?

Open Success Convert supports a wide range of financial statements, including:

• Bank Statements
• Credit Card Statements
• Lending Statements
• Mortgage Statements
• Financial Account Statements
• Account Activity Reports
• And many more

As a general rule, if the document contains statement-based transaction data, there's a high chance it can be processed successfully.

Not sure if your statement is supported? Upload it and let Open Success Convert take a look.

What file formats are supported?

Open Success Convert supports:

• PDF
• Scanned PDF
• JPG
• JPEG
• PNG

Both digital and scanned statements can be processed using the same workflow.

Which countries and banks are supported?

Open Success Convert is designed to process statements from banks and financial institutions worldwide.

There's no need to select a bank template before uploading. Simply upload your statement and AI will automatically identify and process the transaction data.

The platform is built to handle different statement formats, non-standard layouts, multiple accounts and multi-currency statements from a wide range of institutions.

Can I upload scanned or image-based statements?

Absolutely.

Open Success Convert supports scanned PDFs, photos and image-based statements.

The platform is designed to handle scanned documents, photographed statements and lower-quality images commonly found in real-world workflows. If anything needs attention, the verification workflow will flag it before export.

How large a statement can Open Success Convert process?

Open Success Convert supports statements up to 50 pages.

Whether you're processing a single account or a more complex statement, the platform is designed to handle large documents without requiring manual splitting.

What are the upload limits?

You can upload:

• Up to 10 files per upload
• Up to 9 MB per file
• Up to 50 pages per file

If a file or batch exceeds these limits, you'll be asked to reduce the upload size before processing.

Can Open Success Convert process complex statements?

Yes.

Open Success Convert is designed to handle statements containing multiple accounts, account types, currencies and transaction sections within a single document.

Transactions are automatically organised and prepared for verification, review and export.

What transaction data does Open Success Convert extract?

Open Success Convert extracts key transaction information, including:

• Transaction Date
• Description
• Amount
• Balance

Where available, Open Success Convert can also identify account information, account types and currencies from the statement.

The extracted data is structured and prepared for verification, review and export.

What happens after I upload a statement?

Once your statement is uploaded, AI extracts the transaction data and automatically runs verification checks.

If no issues are found, the statement is marked Verified and is ready for export. If anything needs attention, you'll be guided through the review workflow before exporting.

Why can't my statement be processed?

There are a few common reasons:

• The file format is not supported
• The file exceeds the upload limits
• The document is not a financial statement
• The document does not contain identifiable transaction data
• The uploaded file is unreadable or incomplete

When processing cannot continue, Open Success Convert will display an error message explaining the issue and, where possible, how to resolve it.

What does Verified mean?

Verified means the statement is ready for export.

Open Success Convert completed the verification process and no transaction amount mismatches were identified.

What does Review Recommended mean?

Review Recommended means one or more transaction amount mismatches were identified during verification.

Open Success Convert recommends reviewing the statement before export and will guide you directly to the relevant transactions.

What does Ready mean?

It means your statement was processed successfully and is ready to review or export.

Some files do not include the reference data needed for an automatic amount check, so they may appear as Processed · Ready instead of Processed · Verified.

You can still review the extracted transactions and export them when ready.

What should I do if a statement is marked Review Recommended?

Review the highlighted transactions before export.

Open Success Convert will guide you directly to the relevant areas so you can quickly review, correct and confirm the extracted data.

Can I compare extracted transactions against the original statement?

Absolutely.

Open Success Convert lets you compare extracted transaction data directly against the original statement during review.

This makes it easy to inspect highlighted transactions and confirm the extracted data before export.

How do I review highlighted transactions?

Open Success Convert takes you directly to the transactions that need attention.

Highlighted transactions include a clear error message explaining the issue, so you can quickly review, correct and re-verify the statement before export.

Can I edit extracted transactions?

Yes.

You can edit extracted transaction data directly within the review table.

When you're finished making changes, click Save to update the statement and trigger a new verification cycle.

Can I edit account information and currencies?

Yes.

You can update account information, account assignments and currencies during review whenever adjustments are needed.

When you're finished making changes, click Save to update the statement and trigger a new verification cycle.

Can I move transactions between accounts?

Yes.

Move transactions between accounts during review if they need to be reassigned before export.

When you're finished making changes, click Save to update the statement and trigger a new verification cycle.

Can I create new accounts during review?

Yes.

If the correct account doesn't already exist, create a new account and assign transactions without leaving the review workflow.

When you're finished making changes, click Save to update the statement and trigger a new verification cycle.

Can I add or delete transaction rows?

Yes.

Add missing transactions or remove incorrect ones before export.

When you're finished making changes, click Save to update the statement and trigger a new verification cycle.

What happens after I save my changes?

Open Success Convert automatically re-verifies the statement using the latest data.

The verification status is updated based on the outcome of the new verification cycle.

What is Statement Export?

Statement Export creates a spreadsheet for a single statement.

All extracted transactions are exported into a single worksheet, preserving the structure of the original statement.

You can access Statement Export by clicking the Export action for a statement in the statements table, or by clicking Export from the review page toolbar.

What is Combined Export?

Combined Export lets you export one or more statements together.

Select the statements you want to export, then click Combined Export from the statements table toolbar.

Choose between a Workbook Export for review and analysis, or an Import Ready ZIP for importing data into accounting software.

What is Workbook Export?

Workbook Export is one of the export options available through Combined Export.

It creates an Excel workbook designed for review, reconciliation and analysis.

Transactions are automatically organised into separate worksheets for each account, account type and currency combination, making it easy to analyse data across multiple statements while keeping related transactions together.

What is Import Ready ZIP?

Import Ready ZIP is one of the export options available through Combined Export.

It creates CSV or QIF files designed for accounting software imports.

Each file contains transactions for a single account, account type and currency combination and can be generated in Generic CSV, Xero, MYOB QIF, QuickBooks, Sage or Zoho Books format.

The exported files are ready for upload into the selected accounting software.

How are statement exports organised?

Statement exports preserve the structure of the original statement.

All extracted transactions from the statement are exported into a single worksheet, making it easy to review, analyse or share an individual statement.

How is Workbook Export organised?

Workbook Export organises transactions into separate worksheets for each account, account type and currency combination.

This makes it easy to analyse, reconcile and review transactions across multiple statements while keeping related data together.

How is Import Ready ZIP organised?

Import Ready ZIP organises transactions into separate files for each account, account type and currency combination.

The exported files are generated in the selected format and are ready for upload into Generic CSV, Xero, MYOB, QuickBooks, Sage or Zoho Books workflows.

Can I import Open Success Convert exports into Xero?

Yes.

Open Success Convert supports Xero-compatible CSV exports through Import Ready ZIP.

Select Xero when generating an Import Ready ZIP and the exported files will be prepared for Xero import workflows.

Can I import Open Success Convert exports into MYOB?

Yes.

Open Success Convert supports MYOB-compatible QIF exports through Import Ready ZIP.

Select MYOB when generating an Import Ready ZIP and the exported files will be prepared as QIF files for MYOB import workflows.

Can I import Open Success Convert exports into QuickBooks?

Yes.

Open Success Convert supports QuickBooks-compatible CSV exports through Import Ready ZIP.

Select QuickBooks when generating an Import Ready ZIP and the exported files will be prepared for QuickBooks import workflows.

Can I import Open Success Convert exports into Sage?

Yes.

Open Success Convert supports Sage-compatible CSV exports through Import Ready ZIP.

Select Sage when generating an Import Ready ZIP and the exported files will be prepared for Sage import workflows.

Can I import Open Success Convert exports into Zoho Books?

Open Success Convert supports Zoho Books-compatible CSV exports through Import Ready ZIP.

Select Zoho Books when generating an Import Ready ZIP and the exported files will be prepared for Zoho Books import workflows.

Is my financial data secure?

Yes.

Protecting your financial data is a core part of how Open Success Convert is built.

Statement data is encrypted during transfer and storage, and access is restricted to authorised systems only. Registered user statements are automatically removed from the workspace after 3 days.

What security measures does Open Success Convert use?

Open Success Convert uses encryption, secure storage and controlled access measures to help protect sensitive financial information.

Your data is protected throughout the upload, verification, review and export workflow.

How long are my statements stored?

Anonymous sessions do not retain statements after the session ends.

For registered users, statements remain available in the workspace for up to 3 days before being automatically removed.

Can I delete uploaded statements?

Yes.

You can delete individual statements or remove multiple statements at once from the workspace.

Deleted statements are immediately removed from your workspace and are no longer accessible through Open Success Convert.

Is my data shared with third parties?

No.

Your statement data is not sold or shared with third parties.

Open Success Convert uses trusted cloud infrastructure providers to securely process and store data required to operate the service.

Where can I read the Privacy Policy?

You can view the Privacy Policy at any time using the link in the website footer.

The Privacy Policy explains how data is collected, processed, stored and protected when using Open Success Convert.

How do I contact support?

Need help? We're here to help.

Submit a request through the Get Help form and provide as much detail as possible about the issue you're experiencing. Our team will review your request and get back to you as soon as possible.

How quickly does support respond?

We aim to respond to all support requests within 1 business day, and most requests receive a response within a few hours.

Response times may vary depending on support volume and the complexity of the issue.

Can I submit feedback?

Absolutely.

We welcome feature requests, product suggestions, usability feedback and bug reports.

Use the Feedback form to share your ideas and help shape future improvements to Open Success Convert.

If you provide an email address, you may also be entered into our monthly feedback appreciation draw, where one participant receives 50 free pages.

Will I receive a reply after submitting feedback?

If you provide an email address, we may contact you to ask follow-up questions, provide updates or let you know when a requested feature becomes available.

Feedback can also be submitted anonymously if you prefer not to receive a response.