Convert PDF bank statements into Excel or CSV transaction tables
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: 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: $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
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
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
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
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
StatementToBooks
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