Features
Everything that happens between uploading a statement and importing clean, reconciled transactions.
- Balance reconciliationEvery statement is checked: opening balance + transactions = closing balance, plus running balances and printed totals. Know it's complete before export.
- OCR for scansAI vision OCR reads scanned bank statements, faxes and phone photos. Image-only PDFs are detected automatically and verified with balance checks.
- Review & editAn editable review table with flagged rows, live reconciliation and keyboard-friendly editing. Fix any cell, add or delete rows, then export.
- Export formatsSeven export formats from one conversion: Excel, CSV, QBO, OFX, QIF, QuickBooks 3-column CSV and Xero CSV. Choose date formats and bank IDs at export.
- Security & privacyUploads are encrypted with AES-256-GCM, original files are deleted 24 hours after conversion, and all data is purged on your plan's retention schedule.
- Long statementsConvert statements with hundreds of pages. Pages are processed in order and stitched together, with page headers, carried-forward lines and subtotals removed.
- Job historyEvery conversion is kept in your history with its reconciliation status, so you can re-export to another format or delete it. Retention depends on your plan.
- Works with any bankConvert statements from any bank, credit union, card issuer or broker worldwide. No templates to set up; layout-aware AI reads each statement as it comes.
- Statement analysisUse converted statements for cash-flow analysis, income verification and spending reviews. Clean, reconciled data ready for Excel, pivot tables and BI tools.
- Fast processingMost statements convert in under a minute. Uploads process in the background so you can keep working, and results appear in your history.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.