Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Stage
Startup
Not given
Founded
2025
Not given
Based in
IN
Not given
Pricing model
Freemium
Not given
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: 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
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
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
Flexible financial workspace designed as a canvas rather than a rigid system
Pre-built formulas and bank-grade statement parsing for immediate utility
PayinGlobal
TallyClip