Convert bank statement PDFs to Excel or CSV in your browser with balance verification
Invoicing workspace for consultants, creatives, and independent service professionals
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Free
Free trial
Pricing
Not given
Solo: $9/mo (billed monthly), includes 1 business name, single-user workspace, 100 invoice emails to clients per month (up to 25 per day). Studio: $19/mo (billed monthly), includes 5 business names, shared access for up to 5 people total, 300 invoice emails to clients per month (up to 50 per day). B
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
Live client links with view tracking
Finance overview showing paid, owed, and overdue amounts
Automatic payment reminders on sent and overdue invoices
Recurring invoices on a schedule
Professional invoice editor with client and item library
Quotes that clients can accept online
Support for 56 currencies and multiple languages
Shared workspace with up to 5 team members
Free invoice generator for one-off PDFs
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
Tracks when invoices are opened and provides context for follow-up decisions
Records payment status without processing payments or verifying with banks
Clients open invoices without signing up, accessible on any device
Unified view of collections with paid, outstanding, and overdue balances
StatementToExcel
NeatInvoice