Convert PDF bank statements into Excel or CSV transaction tables
Quote to cash workflow for small businesses
Stage
Not given
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Founded
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Based in
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Pricing model
Freemium
Free trial
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
Free 14-day trial available. Paid subscriptions offered as recurring subscriptions with pricing shown at checkout.
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
Create professional quotes with line items, pricing, tax, discounts, deposits, and expiration dates
Track when customers view quotes
Convert approved quotes to invoices
Automate payment reminders
Track outstanding and overdue invoices
QuickBooks sync for invoice and payment status
Quote-to-cash workflow view
Mobile access for quote creation and management
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
Focused tool that works alongside existing accounting software instead of replacing it
Automates the uncomfortable follow-up work that small businesses lose time on
Simple quote-to-cash path without requiring accounting migration
Free trial with sample data to try before using real business data
StatementToBooks
OwePilot