Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Stage
Not given
Not given
Founded
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Based in
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Pricing model
Freemium
Not given
Pricing
Self-hosted: Free (Apache-2.0 license). Hosted: $19 per business per month after 14 days free trial.
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
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
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
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
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance
Billr
TallyClip