| What it does | Bank statement converter that shows its arithmetic: PDF to CSV, Excel, QBO, OFX and QIF, balance-checked
| W-9 collection software for accounting firms
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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
| Paid
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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
| W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
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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
| - Flag missing W-9s and incomplete vendor details
- Send secure request links for W-9 completion or upload
- Review and approve vendor submissions
- Export reviewed vendor data for filing
- Encrypted TIN storage and masking
- Staff access with owner-only controls
- Works with QuickBooks vendor exports
- Free Vendor Readiness Scanner tool
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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
| - Centralizes W-9 tracking and requests in one workflow instead of email threads
- Documents stored privately with secure, expiring request links
- Built-in security for sensitive vendor data like SSNs and EINs
- Stops W-9 chasing before the January filing deadline
- Works with firms' existing filing processes, not 1099 e-filing
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 2 ▼ −1 (down) since last check | 1 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 9 | 0 |
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| Citation Flow (Majestic) | 25 | 0 |
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| Referring domains (Majestic) | 30 | 0 |
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GetBankCSV
W9Finder