Self-serve early access for bookkeepers

Convert bank statement PDFs to CSV, Excel, and QuickBooks-friendly files.

Upload a supported PDF or statement export, review a clean transaction preview, then download files your bookkeeping workflow can use.

Convert my statement Request paid pilot

Supported today: text-based PDFs, `.txt` statement exports, and best-effort OCR for scanned/image PDFs when OCR is available. Bank-specific edge cases may fail gracefully while we add adapters.

No bank logins Preview before download CSV, Excel, QuickBooks CSV

Live converter

v1 supported text flow

Choose your statement file Drop in a `.txt` statement export, text-based PDF, or sanitized scanned PDF for OCR testing. No file selected

Text-based PDFs are most reliable; scanned PDFs use best-effort OCR when the runtime has OCR tools available, otherwise they return a clear unsupported message.

Work email optional

Year

Ready for a supported text-based statement. Review the preview before downloading.

CSV, Excel, QuickBooks-friendly

Export normalized transaction rows for spreadsheet cleanup or accounting import mapping.

Review the preview before downloading

See parsed transaction counts, confidence, and representative rows before relying on the file.

Honest limitations

Start with text-based statements and grow bank-specific adapters as real conversion failures identify patterns.

Trust copy for sensitive financial documents

No bank logins. Upload statement files only.
Delete uploaded files after conversion according to the production retention window.
Do not store raw statement lines in analytics events, issue comments, or support logs.
Use synthetic demo data in screenshots, tests, and examples.

Supported today

Best for statements where each row has a date, description, amount, and optional balance. OCR can help with scanned PDFs, but unsupported layouts should fail clearly rather than pretending to work.

Do not claim universal bank support or guaranteed accuracy until real bank-specific adapters and QA coverage exist.

Launch pricing anchors

Free
Sample conversion and limited preview.

$19 pack
One-off credit pack for occasional conversions.

$15/mo
Starter plan for small-business cleanup.

$39/mo
Pro plan for recurring bookkeeper workflows.

Request paid pilot

Request a paid pilot for a real bookkeeping workflow. Share workflow context only — do not paste statement rows, account numbers, or filenames.

Name Work email Firm or company Your role Monthly conversion volume Target export format Urgency What workflow should this replace? I agree to be contacted about a paid pilot.

Paid pilot requests are sent to the app backend and exclude statement rows, uploaded text, and filenames. Payment is not collected on this form; the next step is an operator-approved checkout or invoice link.

Statement support request

If your bank/template fails, send a privacy-safe adapter request. Do not paste statement rows, account numbers, or upload filenames.

Adapter backlog signal

These requests tell us which bank templates to support next without asking you to paste sensitive financial details into tickets.

If a conversion fails, keep the statement file private. Send bank/template context only.