Built for your industry
Each workflow below starts the same way — a reconciled table of transactions — and ends somewhere different.
- Accountants & CPAsConvert client bank statements to Excel, QBO and Xero files in seconds with built-in reconciliation. Built for audit, tax and advisory workpapers.Learn more
- BookkeepersCatch up months of client books fast. Convert PDF statements to QuickBooks, Xero or Excel with balances verified before import.Learn more
- Lenders & brokersTurn applicant bank statements into structured data for income and affordability checks. Reconciled, fast, and ready for your underwriting spreadsheets.Learn more
- Forensic accountantsConvert years of bank statements into reconciled, searchable data for tracing funds, divorce cases, fraud investigations and litigation support.Learn more
- Tax preparersConvert client bank and card statements into categorizable Excel files for Schedule C, rental income and expense substantiation.Learn more
- Small businessesGet your business bank statements into Excel, QuickBooks or Xero without manual entry. Free plan available.Learn more
- Law firmsConvert bank statements produced in discovery into searchable, reconciled spreadsheets for financial disclosure, asset tracing and settlement negotiations.Learn more
- Property managersConvert trust and operating account statements to Excel for rent reconciliation, owner statements and tax schedules.Learn more
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.