Convert bank statements to Excel, CSV, QuickBooks & Xero
Free AI prompts and workflows for small-business bookkeeping tasks
Stage
Not given
Not given
Founded
Not given
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Based in
Not given
US
Pricing model
Freemium
Free
Pricing
Free: $0/month for 3 pages/month; Starter: $9/month for 150 pages/month; Pro: $19/month for 500 pages/month; Business: $39/month for 1,500 pages/month. All prices in USD.
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Key features
Multi-file upload with parallel processing
Running-balance reconciliation against printed statements
Inline editing of dates, descriptions and categories
AI-powered transaction categorization
Export to Excel, CSV, QBO, IIF, Xero CSV and JSON
Conversion history with re-download capability
Works with any bank or card issuer
Supports files up to 20 MB
81 workflows covering bank reconciliation, month-end close, accounts payable, accounts receivable, receipts and expenses, payroll, and reporting
Specialized workflows for vendor-specific tools like Xero, Ramp, and Dext
Every workflow links to its public source
Search and filter by task, category, and AI tool
Copy-paste prompts with placeholder guidance
Local SEO workflows for bookkeeping firms
What makes it different
Every row balance-checked against statement balances
No fixed templates - works with any bank layout
Six export formats from a single conversion
Accounting-ready files for direct import
Every workflow is traced to a public source with a link
Free access to all workflows and prompts without an account
No paid tool sponsorships; listings based on practitioner usage
SheetStatement
Bookkeeping Prompts