Stop Manual Data Entry. Start Smart Accounting.
Transform your client's bank statements into perfectly formatted QuickBooks (QBO), Excel, CSV, OFX, and QFX files in under 30 seconds. Spend more time on advisory services, less time on data entry.
Get listed where bank statement users already need accounting help.
Join the Find an Accountant or Bookkeeper directory and reach users looking for cleanup, reconciliation, QuickBooks, Xero, Sage, Excel, CSV, OFX, QBO, and tax prep support.
Purpose-Built for Accounting Professionals
Every feature designed with your workflow in mind
Excel Integration
Direct export to Excel with properly formatted columns for easy bookkeeping
QuickBooks Compatible
Generate QBO files that import seamlessly into QuickBooks Online
OFX Format Support
Export to OFX format for compatibility with multiple accounting software
Financial Categorization
Automatic transaction categorization based on accounting principles
Client Management
Organize files by client with secure sharing and collaboration tools
Batch Processing
Process multiple statements simultaneously to save valuable time
Common Use Cases
See how accounting professionals use our platform
Monthly Bookkeeping
Convert client bank statements into organized Excel files for monthly reconciliation
Tax Preparation
Extract categorized transactions for accurate tax filing and deduction tracking
Year-End Close
Bulk process 12 months of statements for comprehensive annual reporting
Audit Support
Generate detailed transaction reports with complete audit trails
Seamless Integration
Direct export to your favorite accounting software
QuickBooks Online
Export QBO files that import directly into QuickBooks with proper categorization
Xero
Convert to CSV format compatible with Xero's bank statement import feature
Sage & OFX Format
Universal OFX format compatible with Sage, FreshBooks, Wave, and most accounting software
What CPAs Are Saying
"This tool has revolutionized our monthly reconciliation process. What used to take hours now takes minutes."
"The QuickBooks integration is seamless. Our clients love how quickly we can get their books updated."
Ready to Revolutionize Your Practice?
Join thousands of accounting professionals who have transformed their workflow with our platform.