Convert bank statement PDFs to Excel or CSV in your browser with balance verification
Multi-currency payment ledger for independent consultants and small agencies
Stage
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MVP
Founded
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Based in
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Pricing model
Free
Free trial
Pricing
Not given
Free during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
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
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
What makes it different
Balance verification on every row prevents silent errors
Processes entirely in browser with zero upload
Detects when it cannot read a statement and refuses to guess
Works offline after page loads
Rebuilds table structure from PDF text positions
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers