Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
The agentic ERP for global businesses
Stage
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Founded
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Based in
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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
Multi-entity consolidated reporting across currencies
Invoice automation from generation to reconciliation
Revenue recognition across entities and standards
AI agents for accounts payable and expense management
Corporate and vendor cards with spend controls
Approval workflows in Slack, Teams, and mobile
Receipt capture and matching via Slack
Global payments across 80+ countries
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 platform replaces traditional ERP and Frankenstack with single ledger for all entities
AI agents automate 80% of manual finance tasks
Real-time multi-entity reporting with instant drill-down instead of spreadsheet exports
Native integrations across AP, AR, spend, and procurement eliminate need for connectors
Works where teams already work via Slack, Teams, and mobile apps
TallyClip
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