Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
Multi-currency payment ledger for independent consultants and small agencies
Stage
Not given
MVP
Founded
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Based in
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Pricing model
Freemium
Free trial
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
Free during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
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
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
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
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers