| What it does | Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
| Invoicing workspace for consultants, creatives, and independent service professionals
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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
| Free trial
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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
| Solo: $9/mo (billed monthly), includes 1 business name, single-user workspace, 100 invoice emails to clients per month (up to 25 per day). Studio: $19/mo (billed monthly), includes 5 business names, shared access for up to 5 people total, 300 invoice emails to clients per month (up to 50 per day). B
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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
| - Live client links with view tracking
- Finance overview showing paid, owed, and overdue amounts
- Automatic payment reminders on sent and overdue invoices
- Recurring invoices on a schedule
- Professional invoice editor with client and item library
- Quotes that clients can accept online
- Support for 56 currencies and multiple languages
- Shared workspace with up to 5 team members
- Free invoice generator for one-off PDFs
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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
| - Tracks when invoices are opened and provides context for follow-up decisions
- Records payment status without processing payments or verifying with banks
- Clients open invoices without signing up, accessible on any device
- Unified view of collections with paid, outstanding, and overdue balances
- Free 7-day trial with no credit card required
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 12 ● no change since last check |
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| Trust Flow (Majestic) | 9 | 8 |
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| Citation Flow (Majestic) | 25 | 26 |
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| Referring domains (Majestic) | 30 | 33 |
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GetBankCSV
NeatInvoice