Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Command line interface for firm staff, scripts and AI agents to access practice data
Stage
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Founded
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Based in
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US
Pricing model
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Pricing
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
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Key features
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
Cross-platform installation for macOS, Linux and Windows
Full-screen terminal application with home, work, clients and billing screens
Commands for clients, contacts, tasks, invoices, engagements, requests and messages
Operation search and execution with customizable fields
Agent sign-in with JSON output and approval workflows
MCP server integration with Claude, Codex, Cursor and VS Code
Approval system with exit codes and approval wait functionality
Service token support for CI environments
Tab completion for commands, fields and client names
What makes it different
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance
Unified interface applying the same permissions and approvals across CLI, app, API and MCP
AI agents can access firm data while subject to approval workflows and firm policies
Integration with major AI coding platforms through MCP server support
TallyClip
Firmary