Bank statement PDF converter for QuickBooks, Xero, and Excel
Free AI tax software that reads your W-2 and 1099 forms, finds deductions you'd miss, and prepares your federal return
Stage
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Founded
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Based in
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US
Pricing model
Freemium
Free
Pricing
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
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Key features
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
Automatic deduction discovery from bank and card statements
Home office and business mileage deductions
Qualified business income deduction calculation
Self-employed health insurance deduction
Documents remain on your computer
IRS rule citations for every line item
E-file free with IRS Free File Fillable Forms
Line-by-line calculation transparency
What makes it different
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
Finds deductions automatically in bank and card statements, not available in traditional tax software
All documents and returns stored locally on your computer with no cloud storage
Free with no paid upgrade tiers to unlock deductions
Completely transparent calculations with IRS rule citations for every line