| What it does | Convert bank statement PDFs to Excel or CSV in your browser with balance verification
| Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
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| Stage | Not given
| Established
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Free
| Paid
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| Pricing | Not given
| Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
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| 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
| - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
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| 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
| - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 8 ▲ +6 (up) since last check | 17 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 11 | 17 |
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| Citation Flow (Majestic) | 15 | 25 |
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| Referring domains (Majestic) | 25 | 68 |
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StatementToExcel
TaxBowl