Convert bank statement PDFs to Excel or CSV in your browser with balance verification
AI coworker for month-end close in QuickBooks Online
Stage
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Founded
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Based in
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Pricing model
Free
Freemium
Pricing
Not given
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
Key features
Converts bank statement PDFs to Excel or CSV
Runs entirely in browser with no upload
Verifies every row against running balance
QuickBooks Online export preset
Xero statement import preset
Supports OFX and QFX exports
Handles up to 200 pages and 60 MB
Detects encryption and password protection
Includes raw transaction source text for traceability
Flags rows that fail balance verification
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores