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-ready data for review. Works with 1,000+ supported bank formats.
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. Review the structured Excel or CSV output against the source, then continue the reconciliation workflow without re-keying every row.
Tax prep season
Process full-year statement sets for multiple clients through one bulk workflow. You review the output instead of typing every transaction.
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.
- Balance and transaction review signals before downstream import
- QuickBooks OFX export prepared for controlled import
- 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
Free calculators for your clients
Quick tools for everyday client work — pair them with a clean spreadsheet exported straight from their bank statements.
Start with one client's statement.
15 free pages on signup — sign in free, no credit card. See the accuracy before you commit.