Convert client bank statements to Excel or CSV. Import directly into your accounting software. Spend time on bookkeeping, not data entry.
Client sends PDFs. You type transactions into spreadsheets or directly into software. Again. And again. Every month.
Try to copy from PDF, get garbled text. Numbers in wrong columns. Dates mangled. Back to manual entry.
You can't charge enough for data entry to make it worthwhile. It's a loss leader eating into actual bookkeeping time.
Turn statement PDFs into clean spreadsheets instantly
Upload a PDF, get Excel or CSV instantly. A month of transactions converted in the time it takes to type one.
Barclays, HSBC, Lloyds, NatWest, Santander, Metro, Starling, Monzo - we handle the format differences.
Output designed for Xero, QuickBooks, Sage, and FreeAgent. Import directly, no column mapping needed.
99.4% accuracy on dates, amounts, descriptions. Running balances verified. Minimal manual correction.
Process all your clients' statements with one account. Team access available for practices.
GDPR compliant. Data deleted within 24 hours. Your clients' financial information stays private.
From PDF to accounting software in under a minute
Drag and drop the client's bank statement PDF
Get clean, formatted data in seconds
Drag into Xero, QuickBooks, or Sage
Finally, something that just works with Barclays statements. Been looking for this for ages.
5 free pages per day. No credit card required.