| What it does | Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
| Cash flow management and tax prep for businesses
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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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
| Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
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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
| - Automatic transaction categorization
- Import PDF and CSV bank statements
- Profit and loss reports
- Cash flow tracking by week and category
- Year-over-year profit comparison
- Manual transaction entry
- Receipt and invoice attachment
- Export reports for accountant
- Tax set-aside calculation
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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
| - Works without bank login - import statements manually or use PDF/CSV files
- Keeps personal and business transactions separate in the same account
- Built-in business categories from tax forms
- See cash flow patterns by week to make informed spending decisions
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 24 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 9 | 4 |
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| Citation Flow (Majestic) | 25 | 28 |
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| Referring domains (Majestic) | 30 | 75 |
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GetBankCSV
Koody