Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Command line interface for firm staff, scripts and AI agents to access practice data
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
Not given
Pricing
Free: one statement at a time with all converters, balance check, editing and reconciliation report. Pro: $19 a month or $149 a year for batch conversion of up to a year of statements at once.
Not given
Key features
Automatic balance verification to the cent
Support for multiple bank statement formats
Batch conversion for up to a year of statements
Process files in browser without uploading
Cross-platform installation for macOS, Linux and Windows
Full-screen terminal application with home, work, clients and billing screens
Commands for clients, contacts, tasks, invoices, engagements, requests and messages
Operation search and execution with customizable fields
Agent sign-in with JSON output and approval workflows
MCP server integration with Claude, Codex, Cursor and VS Code
Approval system with exit codes and approval wait functionality
Service token support for CI environments
Tab completion for commands, fields and client names
What makes it different
No bank templates required; automatically detects transaction tables
Complete privacy: all processing happens in your browser
Verifies every transaction adds up to printed balances
Free tier includes all converters and balance checking
Handles unusual date formats and wrapped descriptions
Unified interface applying the same permissions and approvals across CLI, app, API and MCP
AI agents can access firm data while subject to approval workflows and firm policies
Integration with major AI coding platforms through MCP server support
BankToRows
Firmary