Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
Billing software for law firms and accounting firms
Stage
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Founded
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Based in
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Pricing model
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
Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
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
Time tracking with billable-hour revisions
Flat fees and retainers
IOLTA trust accounting with three-way reconciliation
Online invoicing with secure payment links
Online payments via Stripe and PlaceToPay
LEDES 1998B electronic billing export
QuickBooks Online two-way integration
Recurring billing for standing charges
A/R aging and collection reporting
Bilingual support in English and Spanish
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
Matter-based organization for law firms and engagement-based for accounting firms in one platform
IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
Every feature in every pricing tier, no modules or per-invoice fees
Data import from current billing systems with CSV mapping and validation
Automatic payment posting and reconciliation with online payments
GetBankCSV
ModusBill