All-in-one business management tool for small businesses
Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Stage
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Founded
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Based in
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Pricing model
Freemium
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Pricing
Solo: $10/month (billed monthly) or $7.50/month (billed annually); Pro: $19.99/month (billed monthly) or $16.58/month (billed annually); Enterprise: $90/month (billed monthly) or $75/month (billed annually). Annual billing saves 20-30%. Free 7-day trial with no credit card required.
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
Invoice generation with multi-currency support and custom templates
Automated payment reminders and invoice sharing with password protection
Estimates and quotes that convert to invoices with one click
Recurring invoice automation on flexible schedules
Project and task management with time tracking
AI assistant for invoice creation and routine tasks
Real-time analytics and financial insights
Role-based team access control
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
Create invoices in 12 languages and over 150 currencies with live exchange rates
AI assistant that reaches your real records and stops for approval before making changes
Convert hours worked directly into invoice line items in under 60 seconds
No hidden fees and 7-day free trial without credit card requirement
AES-256 encryption at rest and TLS encryption in transit for data security
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
PineBill
TallyClip