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Rent reconciliation without retyping statements

Convert trust and operating account statements to Excel for rent reconciliation, owner statements and tax schedules.

Convert a statement free 20 free pages / month · no card

Last updated

Quick answer

Match rent receipts to tenants, reconcile trust accounts and prepare owner statements from converted bank data instead of PDFs.

The usual problems

  • Matching many small rent payments
  • Trust account reconciliation
  • Year-end rental schedules
  • Multiple properties across accounts

What changes

  • Searchable deposits by tenant reference
  • Monthly reconciled transaction lists
  • Excel output for owner reports
  • Clean data for Schedule E or local equivalents

Tip

Keep tenant references in the bank reference field; our exports keep the Reference column so you can match receipts with a simple lookup.

Frequently asked questions

Can I convert trust account statements?

Yes, they're treated like any other bank statement.

Try it on your own statement

20 free pages every month, every export format included.

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Convert your first statement in under a minute

20 free pages every month. No credit card. Every export format included.