Convert client bank statements to Excel or CSV in seconds. Import directly into QuickBooks, Xero, FreshBooks, or Wave.
Typing transactions from PDF statements into spreadsheets. Copy-paste doesn't work. OCR tools mangle the data.
Chase looks different from Bank of America looks different from Wells Fargo. Each client brings a new puzzle to solve.
Data entry isn't what clients pay you for. It's the analysis and advice they value - but you're stuck typing numbers.
Built specifically for accountants working with US bank statements
Upload a PDF, get clean Excel or CSV in seconds. No waiting, no batch processing queues.
Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, and more. We handle the format differences.
Dates, amounts, descriptions, and running balances extracted correctly. Verified against thousands of statements.
Output formats designed for QuickBooks, Xero, FreshBooks, or Wave. No reformatting needed.
Client data deleted within 24 hours. Zero data retention policy. Your clients' privacy protected.
Shared page allowances across your practice. Everyone converts, one simple bill.
From PDF to accounting software in under a minute
Drag and drop the client's bank statement PDF
Get clean, formatted data in seconds
Drag into QuickBooks, Xero, or FreshBooks
I use it for client reconciliation work. Upload, download, import into Xero. Done in minutes instead of hours.
5 free pages per day. No credit card required.