Convert bank statement PDFs to Excel or CSV in your browser with balance verification
Your canvas for managing finances
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
IN
Pricing model
Free
Freemium
Pricing
Not given
Free tier with 7-day trial. Standard: $7.99/month (33% off, was $11.92/month) with 1 user, 20 invoices/month, 50 bank statement pages/month. Premium: $14.99/month (25% off, was $19.99/month) with up to 3 users, 300 invoices/month, 300 bank statement pages/month. Optional add-ons: +300 Pages $15/mont
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
Ready-to-use financial templates for invoicing, budgeting, and expense tracking
Multi-currency invoicing with live exchange rates
Bank statement converter for PDF and CSV files
25+ financial calculators for margins, fees, and exchange rates
Automated expense categorization and tracking
Client management with billing history and payment tracking
Real-time currency alerts
Cloud-based workspace with data persistence
Shareable workspace links for collaboration
Support for 980+ banks and 180+ currencies
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
Flexible financial workspace designed as a canvas rather than a rigid system
Pre-built formulas and bank-grade statement parsing for immediate utility