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Catch-up bookkeeping without the typing
Catch up months of client books fast. Convert PDF statements to QuickBooks, Xero or Excel with balances verified before import.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
New client, twelve months behind, bank feed broken? Convert their PDF statements to QBO or Xero files, import month by month and reconcile on the first attempt because every statement was already checked against its balances.
The usual problems
- Bank feeds that only go back 90 days
- Clients who send photos of paper statements
- Duplicate transactions after messy imports
- Hours lost to manual data entry
What changes
- QBO, Xero CSV and OFX imports
- OCR for scanned and photographed statements
- Duplicate-safe transaction IDs
- Hours of data entry reduced to minutes
A catch-up workflow that works
- Collect all statements for the period (PDF, scans or photos).
- Upload them together — each becomes its own job.
- Check every job shows Reconciled; fix the occasional flagged row.
- Export QBO or Xero CSV and import month by month.
- Reconcile in your ledger — balances already match.
Frequently asked questions
How much does catch-up bookkeeping cost with this?
A 12-month catch-up for one account is often 30–60 pages. The Starter plan covers 150 pages a month, and page packs cover one-off spikes.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.