Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
Key features
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
Flag missing W-9s and incomplete vendor details
Send secure request links for W-9 completion or upload
Review and approve vendor submissions
Export reviewed vendor data for filing
Encrypted TIN storage and masking
Staff access with owner-only controls
Works with QuickBooks vendor exports
Free Vendor Readiness Scanner tool
What makes it different
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool
Centralizes W-9 tracking and requests in one workflow instead of email threads
Documents stored privately with secure, expiring request links
Built-in security for sensitive vendor data like SSNs and EINs
Stops W-9 chasing before the January filing deadline
Works with firms' existing filing processes, not 1099 e-filing
Convert Statement
W9Finder