Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
Key features
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
What makes it different
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool
Koody
Convert Statement