Convert bank statement PDFs to reconciled CSV, Excel, and QuickBooks files in 4 seconds
Stage
Startup
Not given
Founded
2025
Not given
Based in
IN
Not given
Pricing model
Freemium
Free trial
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 preview of 3 rows; 7-day unlimited access pass for $1.00 USD
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
Vision-based PDF extraction supporting 40+ bank statement formats
Automatic opening-to-closing balance math reconciliation
Export to CSV, Excel (.xls), and QuickBooks (.qbo) formats
Passwordless Magic Link authentication
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
PlainCSV