QuickBooks Online & Desktop ready

Bank statement PDFs to QuickBooks in seconds

Drop any bank or credit card PDF. Get a clean QBO file ready to import into QuickBooks Online or Desktop. CSV and Excel too. Built for bookkeepers.

QuickBooks (.qbo)OFXCSVExcel

Encrypted upload · Never used for AI training · Free-tier PDFs deleted after 30 days

Clean, validated output every time

Every transaction extracted, balance cross-checked automatically.

Balance validated — opening $4,521.33 + transactions = closing $3,187.91
DateDescriptionCategoryAmountBalanceType
2024-01-03WHOLE FOODS MARKETGroceries$87.42$4433.91debit
2024-01-05DIRECT DEPOSIT – PAYROLLIncome+$2350.00$6783.91credit
2024-01-07NETFLIX.COMEntertainment$15.99$6767.92debit
2024-01-09SHELL OIL 12345Transportation$58.20$6709.72debit
… 47 more transactions

Three steps. Under 30 seconds.

1

Upload your PDF

Drop any bank or credit card statement. Digital PDFs only — no scanning required.

2

Review transactions

AI extracts every transaction and validates the opening and closing balance automatically.

3

Import to QuickBooks

Download as QBO, OFX, CSV or Excel. Drop the QBO file directly into QuickBooks Online or Desktop. No reformatting.

The fastest path from PDF to monthly close

Designed around the bookkeeper's actual workflow. Not a generic PDF converter.

QuickBooks-native exports

Real QBO files that import cleanly into QuickBooks Online and Desktop. Not a CSV workaround.

Balance validation built in

Every conversion validates opening + transactions = closing. Catches AI extraction errors before you import.

Per statement, not per page

A 25-page Chase statement counts as one statement. Pricing scales with your client load, not document length.

Pricing that scales with your client load

Per statement, not per page. Built for bookkeepers running monthly close.

Free

$0 /mo

5 statements / mo

  • All export formats
  • Auto-categorization
  • Balance validation
  • 30-day PDF history
Try it free
Most popular

Pro

For working bookkeepers

$49 /mo

75 statements / mo

  • All export formats
  • Auto-categorization
  • Balance validation
  • Forever PDF history
  • Priority support
Start Pro

Pro Max

For accounting firms and teams

$129 /mo

400 statements / mo

  • Everything in Pro
  • 5 team seats with shared workspace
  • Batch upload
  • Priority processing
Start Pro Max

No contracts. Cancel anytime.

Works with every major bank

Any bank or credit card that generates a digital PDF statement — US, Canada, UK, and more.

Chase
Bank of America
Wells Fargo
Citi
Capital One
US Bank
PNC
Ally
Goldman Sachs
TD Bank
RBC
BMO
Scotiabank
CIBC
HSBC
Barclays
Lloyds
NatWest

+ 850 more banks supported. If it generates a PDF, we can convert it.

Common questions