Bank statement PDF converter for QuickBooks, Xero, and Excel
AI accounts receivable collections that automate prioritization, follow-ups, customer responses, payment promises and escalation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Contact for pricing
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
Not given
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
Tracks every invoice with age, risk, obligation and payer behaviour
Intelligent chasing at the right moment with correct tone
Automatic cash matching and reconciliation
Flags disputes and exceptions for team review
Policy-bound autonomous execution
Explainable AI with reasoning for every action
Separate views for CFO strategy and collector execution
Cash application prepared automatically
Live cash flow forecasting
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
Acts on receivables rather than just alerting
Scales follow-up without multiplying team size
Unified loop integrating tracking, chasing, cash and forecasting
Earned autonomy that respects policy and audit trails
Built on Financial Intelligence Layer shared with other Fiscor products