Convert bank statement PDFs to Excel or CSV in your browser with balance verification
Cash flow management and tax prep for businesses
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Free
Freemium
Pricing
Not given
Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
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
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
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
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
StatementToExcel
Koody