Free AI prompts and workflows for small-business bookkeeping tasks
Bank statement PDF converter for QuickBooks, Xero, and Excel
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Free
Freemium
Pricing
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
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
81 workflows covering bank reconciliation, month-end close, accounts payable, accounts receivable, receipts and expenses, payroll, and reporting
Specialized workflows for vendor-specific tools like Xero, Ramp, and Dext
Every workflow links to its public source
Search and filter by task, category, and AI tool
Copy-paste prompts with placeholder guidance
Local SEO workflows for bookkeeping firms
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
Every workflow is traced to a public source with a link
Free access to all workflows and prompts without an account
No paid tool sponsorships; listings based on practitioner usage
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
Bookkeeping Prompts
Exact Statement