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StatementToBooks vs NeatInvoice

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

StatementToBooks compared with NeatInvoice
DetailStatementToBooks logo StatementToBooksNeatInvoice logo NeatInvoice
What it doesConvert PDF bank statements into Excel or CSV transaction tables Invoicing workspace for consultants, creatives, and independent service professionals
StageNot given Not given
FoundedNot given Not given
Based inNot given Not given
Pricing modelFreemium Free trial
PricingFree: 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: $9/mo (billed monthly), includes 1 business name, single-user workspace, 100 invoice emails to clients per month (up to 25 per day). Studio: $19/mo (billed monthly), includes 5 business names, shared access for up to 5 people total, 300 invoice emails to clients per month (up to 50 per day). B
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
  • Live client links with view tracking
  • Finance overview showing paid, owed, and overdue amounts
  • Automatic payment reminders on sent and overdue invoices
  • Recurring invoices on a schedule
  • Professional invoice editor with client and item library
  • Quotes that clients can accept online
  • Support for 56 currencies and multiple languages
  • Shared workspace with up to 5 team members
  • Free invoice generator for one-off PDFs
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
  • Tracks when invoices are opened and provides context for follow-up decisions
  • Records payment status without processing payments or verifying with banks
  • Clients open invoices without signing up, accessible on any device
  • Unified view of collections with paid, outstanding, and overdue balances
  • Free 7-day trial with no credit card required
Community votes00
DR (Domain Rating by Ahrefs)Not checked yet no change since last check12 no change since last check
Trust Flow (Majestic)08
Citation Flow (Majestic)026
Referring domains (Majestic)733

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