Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Stage
Not given
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Founded
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Based in
GB
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Pricing model
Freemium
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Pricing
Free plan: $0/month with 5 invoices per month, 3 saved clients, 1 team member, 1 invoice template. Basic: $9.99/month (or $8.33/month billed yearly at $99.99) with 100 invoices per month, 25 saved clients, 2 team members, 2 invoice templates. Professional: $19.99/month (or $16.67/month billed yearly
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
Key features
Create invoices with custom numbering and templates
AI assistant for invoicing and quote management
Accept credit and debit card payments on invoices
Automatic payment reminders for overdue invoices
Time and expense tracking with automatic invoicing
Inventory and stock management with purchase requests
Team collaboration with role-based access controls
Multi-currency invoicing and payment processing
Financial reports and revenue tracking by customer
Issue receipts and credit notes linked to invoices
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
What makes it different
Automatic invoicing of tracked time, expenses and mileage in one step
Free plan includes 5 invoices per month with no credit card required
All plans include online payments, quotes, and automatic reminders
Client data never shared with AI provider for privacy protection
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance