Bank statement PDF converter for QuickBooks, Xero, and Excel
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Self-hosted: Free (Apache-2.0 license). Hosted: $19 per business per month after 14 days free trial.
Free: 1 PDF page without signup; 5 free pages per day for registered users. Starter: $23/month (or $279/year with 20% annual discount) for 4,800 PDF pages per year. Professional: $47/month (or $566/year with 20% annual discount) for 12,000 PDF pages per year. Business: $79/month (or $949/year with 2
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
PDF batch upload for multiple files up to 100 MB and 1,000 pages per file
QuickBooks Online export in 3-column and 4-column CSV formats
Xero-compatible CSV export with standardized columns
Excel (XLSX) export with comprehensive transaction details
Preview and review before export with balance warnings
Support for bank and credit card statements from any bank
Automatic credit refunds for failed conversions
TLS encryption for data in transit and automatic file cleanup
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 manual data retyping — automatically extracts transactions from any bank's PDF statements
Multiple export formats optimized for QuickBooks, Xero, and Excel in a single conversion
Works with any bank's PDF statements without requiring integrations or login credentials
Billr
Exact Statement