Convert PDF bank statements into Excel or CSV transaction tables
Billing software for law firms and accounting firms
Stage
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Founded
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Based in
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Pricing model
Freemium
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Pricing
Free: 10 pages/day, up to 50 pages/month, 5 pages max per file. Starter: $19/mo or $190/yr (billed monthly or annually with 2 months free), 1,000 pages/month, 10 pages max per file. Growth: $29/mo or $290/yr (billed monthly or annually with 2 months free), 2,000 pages/month, 20 pages max per file. B
Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
Key features
Extract transaction date, description, and amount from text-based PDF statements
Include running balance when statement prints one
Source page reference for every transaction row to verify against original PDF
Download Excel and CSV files
Bulk conversion of multiple PDF statements
Convert to QuickBooks Web Connect QBO format
Clear failure status with specific reason when conversion cannot succeed
Failed conversions never count against quota
Time tracking with billable-hour revisions
Flat fees and retainers
IOLTA trust accounting with three-way reconciliation
Online invoicing with secure payment links
Online payments via Stripe and PlaceToPay
LEDES 1998B electronic billing export
QuickBooks Online two-way integration
Recurring billing for standing charges
A/R aging and collection reporting
Bilingual support in English and Spanish
What makes it different
Works with text-based PDF bank statements from common banks without requiring OCR
Does not categorize transactions, leaving full control to accountant or user
Failed conversions never count against usage quota
Provides specific error reasons instead of blank or fake-success files
Matter-based organization for law firms and engagement-based for accounting firms in one platform
IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
Every feature in every pricing tier, no modules or per-invoice fees
Data import from current billing systems with CSV mapping and validation
Automatic payment posting and reconciliation with online payments
StatementToBooks
ModusBill