| What it does | Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
| Your canvas for managing finances
|
|---|
| Stage | Not given
| Startup
|
|---|
| Founded | Not given
| 2025
|
|---|
| Based in | Not given
| IN
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| 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 tier with 7-day trial. Standard: $7.99/month (33% off, was $11.92/month) with 1 user, 20 invoices/month, 50 bank statement pages/month. Premium: $14.99/month (25% off, was $19.99/month) with up to 3 users, 300 invoices/month, 300 bank statement pages/month. Optional add-ons: +300 Pages $15/mont
|
|---|
| 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
| - Ready-to-use financial templates for invoicing, budgeting, and expense tracking
- Multi-currency invoicing with live exchange rates
- Bank statement converter for PDF and CSV files
- 25+ financial calculators for margins, fees, and exchange rates
- Automated expense categorization and tracking
- Client management with billing history and payment tracking
- Real-time currency alerts
- Cloud-based workspace with data persistence
- Shareable workspace links for collaboration
- Support for 980+ banks and 180+ currencies
|
|---|
| 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
| - Flexible financial workspace designed as a canvas rather than a rigid system
- Pre-built formulas and bank-grade statement parsing for immediate utility
- Practical, task-focused design avoiding unnecessary complexity
- Unified multi-currency workspace for global teams
- Significantly reduced time for financial reconciliation tasks
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 2 ● no change since last check | 1 ● no change since last check |
| Trust Flow (Majestic) | 9 | 1 |
| Citation Flow (Majestic) | 25 | 8 |
| Referring domains (Majestic) | 30 | 6 |