Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
Startup
Not given
Founded
2025
Not given
Based in
IN
Not given
Pricing model
Freemium
Freemium
Pricing
Free tier with 7-day trial. Standard: $7.99/month (33% off, was $11.92/month) with 1 user, 20 invoices/month, 50 bank statement pages/month. Premium: $14.99/month (25% off, was $19.99/month) with up to 3 users, 300 invoices/month, 300 bank statement pages/month. Optional add-ons: +300 Pages $15/mont
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
Ready-to-use financial templates for invoicing, budgeting, and expense tracking
Multi-currency invoicing with live exchange rates
Bank statement converter for PDF and CSV files
25+ financial calculators for margins, fees, and exchange rates
Automated expense categorization and tracking
Client management with billing history and payment tracking
Real-time currency alerts
Cloud-based workspace with data persistence
Shareable workspace links for collaboration
Support for 980+ banks and 180+ currencies
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
Flexible financial workspace designed as a canvas rather than a rigid system
Pre-built formulas and bank-grade statement parsing for immediate utility
PayinGlobal
BankToRows