Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Freemium
Pricing
Self-hosted: Free (Apache-2.0 license). Hosted: $19 per business per month after 14 days free trial.
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.
Key features
MCP integration with 53 tools for Claude Code, Codex, and other MCP clients
Invoice drafting with line items, taxes, discounts, and payment terms
Estimates that convert to invoices without retyping
Time tracking with timer or manual entry
Expense logging and categorization
Receivables aging, profit and loss, and top-client reports
Stripe payments with 0% platform fee
Branded PDF invoices and estimates with logo and colors
Scoped API keys that can be revoked at any time
Permission controls for agent actions
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
What makes it different
Agents work directly in billing with human-approved permissions and pricing
All agent actions appear in dashboard before reaching clients
Same application for both self-hosted and hosted use
No per-invoice or per-client fees
Full control over agent permissions and workflow
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
Billr
BankToRows