Convert bank statements to Excel, CSV, QuickBooks & Xero
Multi-currency payment ledger for independent consultants and small agencies
Stage
Not given
MVP
Founded
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Based in
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Pricing model
Freemium
Free trial
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 during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
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
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
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
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers