Convert bank statement PDFs to reconciled CSV, Excel, and QuickBooks files in 4 seconds
Stage
Startup
Not given
Founded
2026
Not given
Based in
AT
Not given
Pricing model
Paid
Free trial
Pricing
Solo: US$12/month or US$120/year (US$10/month with 2 months free yearly); Bookkeeper: US$39/month or US$390/year (US$32.50/month with 2 months free yearly); Practice: US$99/month or US$990/year (US$82.50/month with 2 months free yearly). 14 days free trial on every plan, no card required.
Free preview of 3 rows; 7-day unlimited access pass for $1.00 USD
Key features
Send Profit and Loss, Balance Sheet, Trial Balance, Executive Summary and other financial statements
Combine reports into PDF, Excel workbook, or individual CSV files
Schedule reports to send weekly, every two weeks, monthly or quarterly
Send to up to 20 recipients per schedule
Add comparison columns for previous periods
Filter reports by tracking category such as region or department
Custom cover page with company logo and colours
Encrypted storage of Xero access tokens
Send test reports before saving schedules
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
Automates what Xero cannot yet do itself—Xero has no built-in scheduled report emailing feature
Fresh figures pulled from Xero at send time, not from saved exports
Recipients need no Xero login or Reportpost account to open reports
Copy schedules between clients to save setup time
Financial data not stored—reports generated at send time only
Every row is math-verified against opening and closing balances before export
Converts bank statements in 4 seconds
Supports 40+ major bank statement formats globally
Reportpost
PlainCSV