Convert PDF bank statements into Excel or CSV transaction tables
AI bookkeeping and financial analysis for founders
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
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
Solo plan from $49/month, Custom plan available. Free tier available with no credit card required.
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
Automated bookkeeping and transaction categorization
24/7 financial monitoring and anomaly detection
Runway, burn rate, and cash flow tracking
Bank statement and report sync
Voice and Gmail-based expense logging
AI receipt and invoice scanner
Compliance engine with local tax rules
Export-ready reports and audit trail
SOC 2 Type II and GDPR compliance
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
Natural language financial analysis through AI CFO-like interface
Fully automated bookkeeping without manual spreadsheets or reconciliation
Built specifically for founders with no accountant overhead
Enterprise-grade security with zero-trust access model
StatementToBooks
Montty