Convert client PDFs into import-ready files.
Upload a sample file and get a clean import-ready output. If it fails, you don't pay.
Get started
Perfect for bookkeeping firms
No risk trial
Preview results before payment. If parsing fails or needs review, don't pay.
QuickBooks ready
Get QBO files that import directly into QuickBooks. No manual data entry.
Client-ready CSV
Clean, validated CSV files you can share with clients or import anywhere.
How it works
Upload client PDF
Upload a bank or credit card statement PDF.
Review results
Check the confidence score and validation summary. If it needs review, don't pay.
Download & import
If results look good, download CSV or QBO and import into QuickBooks.
Pricing
Single file
Per conversion
- ✓ CSV + QBO files
- ✓ Validation summary
- ✓ Preview before payment
Pack of 10
Save $61 - Use anytime
- ✓ 10 file conversions
- ✓ Use credits anytime
- ✓ Perfect for multiple clients
Firm pack coming soon: Bulk processing for larger firms with multiple clients.
Data handling: Files are stored privately and securely. Automatic deletion after 30 days. We never sell or share your data. Payments processed securely via Stripe.