AI coworker for month-end close in QuickBooks Online
Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
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Pricing model
Freemium
Freemium
Pricing
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
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
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores