For Accountants & Bookkeepers
Close every client's books without a single copy-paste.
Upload any PDF bank statement. Get clean, structured Excel, CSV, or QuickBooks data in seconds. Works with every bank your clients use — all 1,000+ of them.
saved per client, per month
That's what accountants report saving when they stop manually transcribing bank statement data. For a firm with ten active clients, that's a full week of billable time recovered every month.
How accountants use it
Three workflows that get faster the moment you switch.
Month-end reconciliation
Upload each client's PDF statement. Get a clean Excel or CSV back in seconds — columns aligned, transactions parsed, balances validated. No manual entry, no formatting time.
Tax prep season
Process a full year of statements for multiple clients in an afternoon. Bulk upload sends every file through at once. You review the output, not type it.
Delegating to junior staff
Any team member can run a conversion correctly on day one. The output format is always consistent — regardless of which bank, which account type, or who ran the job.
Everything in the box
No add-ons. No "upgrade for QuickBooks." Every plan includes every output format, every bank, scanned PDF support, and bulk processing.
- 98% extraction accuracy — dates, descriptions, amounts, balances
- QuickBooks OFX export for direct import, no reformatting
- Bulk upload: process multiple clients' statements at once
- Consistent output structure across all 1,000+ supported banks
- Works on scanned PDFs, not just digital-native statements
- 1 free page per day — try before any commitment
Start with one client's statement.
1 free page per day — no account required. See the accuracy before you commit.