Basic
Get started with clean data and core features.
$8 / mo
15 /mo
Save $80
1,200 pages / year
- Clean Data Formatting
- Bulk Processing
- Multiple Export Options
- Global Banks Supported
- 5 MB File Size Limit
Monthly
Yearly
30% Discount + All Pages Up Front
Get started with clean data and core features.
Upgrade your workflow with smart tools and transaction syncing.
Built for accountants, bookkeepers, and growing finance teams.
Built for audits, due diligence, and high-volume workflows.
From single statements to enterprise volumes — transform your financial data in minutes with our scalable process
Upload single statements or batch process hundreds of PDFs at once. Perfect for individuals managing personal finances or accounting firms handling multiple clients during busy periods.
Compatible with:
Our enterprise-grade AI engine instantly recognizes and extracts all transaction data across hundreds of bank formats with 99.9% accuracy. Scales from personal statements to high-volume firm processing.
Save hours with automatic transaction categorization. Our AI intelligently assigns categories following standard accounting practices, perfect for bookkeeping, tax preparation, and financial analysis.
Organize statements by client, year, and account with smart folders and tagging. Built for accounting firms managing multiple clients while remaining simple for individual users.
Built for accounting firms: role-based permissions, shared workspaces, and team collaboration tools. Partners, managers, and staff each get appropriate access levels for seamless client management.
Work with financial data directly in Google Sheets with our powerful add-on. Import, sync, and analyze data with custom formulas designed for accounting workflows.
Export processed data in Excel, CSV, JSON, or ZIP formats. Individual files for personal use, or bulk exports for firms processing hundreds of client statements monthly.
Compatible with:
We use the same 256-bit encryption technology that banks use to keep your data secure
All financial data is encrypted end-to-end and processed through secure channels with real-time monitoring
Our servers are protected by multiple security layers and comply with all industry standards
We perform comprehensive security audits to ensure your data remains protected
Effortlessly convert PDF statements from banks across the globe into neat and tidy Excel (XLS) spreadsheets.
