Bank statements to Excel, CSV, QuickBooks Online, or Xero, checked against your balances
AI coworker for month-end close in QuickBooks Online
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Free: 3 pages per day. Pro: $15/month for 500 pages per month. Business: $30/month for 2,000 pages per month. 100-Page Pack: $9 one-time.
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
Key features
Batch convert up to 24 PDFs at once
Merge multiple statements into single file
Rule-based extraction without AI
Files automatically deleted within 1 hour
Support for 10+ major U.S. banks
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores