Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
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Founded
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Based in
SG
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Pricing model
Freemium
Freemium
Pricing
Free to draft with no account needed. Subscription: US$9.99 per week (billed weekly) or US$99.99 per year (about US$8.33 per month, billed yearly). US App Store prices. Free trial included: two weeks free on annual plan, one week on weekly plan for eligible new iOS subscribers.
Free: one statement at a time with all converters, balance check, editing and reconciliation report. Pro: $19 a month or $149 a year for batch conversion of up to a year of statements at once.
Key features
Unlimited invoices, estimates and receipts with subscription
Nine customizable invoice templates with logo and accent color
Price book for labor, material and hire rates
Receipt scanning with AI that reads merchant, amount, tax and category
Time tracking and jobs calendar that turn into invoice lines
Recurring invoices
Reports as CSV, spreadsheet or PDF
Portable backup file you own
Core invoicing works offline
Stripe payment collection with automatic payment recording
Automatic balance verification to the cent
Support for multiple bank statement formats
Batch conversion for up to a year of statements
Process files in browser without uploading
What makes it different
Works completely offline for core invoicing and PDF creation
No account required to start drafting and creating invoices
Saved clients and rates auto-fill invoices to save time
Estimate converts to invoice in one tap with no re-entry
Free to draft and subscribe only to send invoices
No bank templates required; automatically detects transaction tables
Complete privacy: all processing happens in your browser
Verifies every transaction adds up to printed balances
Free tier includes all converters and balance checking
Handles unusual date formats and wrapped descriptions