Convert bank statements to Excel, CSV, QuickBooks & Xero
All-in-one business management tool for small businesses
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
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.
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.
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
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
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
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
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