AI bookkeeping and financial analysis for founders
Bank statement PDF converter for QuickBooks, Xero, and Excel
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Solo plan from $49/month, Custom plan available. Free tier available with no credit card required.
Free: 1 PDF page without signup; 5 free pages per day for registered users. Starter: $23/month (or $279/year with 20% annual discount) for 4,800 PDF pages per year. Professional: $47/month (or $566/year with 20% annual discount) for 12,000 PDF pages per year. Business: $79/month (or $949/year with 2
Key features
Automated bookkeeping and transaction categorization
24/7 financial monitoring and anomaly detection
Runway, burn rate, and cash flow tracking
Bank statement and report sync
Voice and Gmail-based expense logging
AI receipt and invoice scanner
Compliance engine with local tax rules
Export-ready reports and audit trail
SOC 2 Type II and GDPR compliance
PDF batch upload for multiple files up to 100 MB and 1,000 pages per file
QuickBooks Online export in 3-column and 4-column CSV formats
Xero-compatible CSV export with standardized columns
Excel (XLSX) export with comprehensive transaction details
Preview and review before export with balance warnings
Support for bank and credit card statements from any bank
Automatic credit refunds for failed conversions
TLS encryption for data in transit and automatic file cleanup
What makes it different
Natural language financial analysis through AI CFO-like interface
Fully automated bookkeeping without manual spreadsheets or reconciliation
Built specifically for founders with no accountant overhead
Enterprise-grade security with zero-trust access model
No manual data retyping — automatically extracts transactions from any bank's PDF statements
Multiple export formats optimized for QuickBooks, Xero, and Excel in a single conversion
Works with any bank's PDF statements without requiring integrations or login credentials
Montty
Exact Statement