| What it does | Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
| AI coworker for month-end close in QuickBooks Online
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Freemium
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| Pricing | Free: 1 statement per month (up to 10 pages). Single Statement: $5 USD one time (1 statement). Five Statements: $9 USD one time (5 statements). Starter: $19.99 USD per month (100 pages per month). Pro: $29.99 USD per month (200 pages per month). All paid plans include all five formats and balance ch
| 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
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| Key features | - Converts PDF bank statements to CSV, XLSX, QIF, OFX and QBO formats
- Balance checking that compares opening balance plus transactions against closing balance printed on statement
- Reports unread content and document blocks that could not be extracted
- Splits multi-account statements into one table per account
- Handles scanned statements and image-only PDFs with OCR
- Destination-specific formatting for QuickBooks Online and Xero
- Free preview showing first 10 rows and balance check before payment
- Password-protected PDF support
- Handles up to 12 statements at once, up to 25 MB and 40 pages each
- Money-back guarantee if balance does not reconcile or document blocks are missed
| - Close Command Center with live auto-status for multiple clients
- Bank Feed Agent that categorizes transactions with confidence scores
- Fixed Asset Agent builds depreciation schedules automatically
- Prepaids & Accruals Agent for amortization schedules
- Reconciliation Suite with statement matching and rollforward proof
- Flux Analysis showing P&L vs prior month with variance explanations
- Workpaper Package exports for review and audit
- Client Collaboration with automatic document chasing on days 0, 3, 7
- CSV and bank statement import when feeds unavailable
- 1099 Contractor Review Agent flags missing W-9s
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| What makes it different | - Shows arithmetic on every file before and after conversion with balance reconciliation
- No per-bank templates required; reads the document rather than matching against pre-built layouts
- Names what it missed, showing unread document sections by page
- Formats output specifically for destination software like QuickBooks or Xero, not just generic formats
- Full preview and balance check visible free before any payment required
| - Approval-gated: nothing posts to QuickBooks without accountant review
- Built for multi-client firms, not just individual business owners
- Learns firm's categorization history to improve suggestions over time
- Published transparent pricing starting at $149/month for 4 clients
- Includes ASC 842 lease schedules and tax document collection features
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 9 | 0 |
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| Citation Flow (Majestic) | 25 | 0 |
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| Referring domains (Majestic) | 30 | 0 |
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GetBankCSV
CoController AI