Who it is for
The product is the same for everyone: drop a statement, see whether it balances, download. What differs is the pile of statements you are facing and the software they need to land in. Pick the one that sounds like your week.
- BookkeepersBank statement conversion for bookkeepersTurn a month of client bank statements into Excel, CSV, QuickBooks or Xero files that already tie to the printed balances, so month-end is ticking, not typing.
- Accountants and tax preparersBank statements to working papers for accountantsConvert a year of client bank statements into a spreadsheet that ties to the printed balances, with the tie-out recorded, so the figures in the return have evidence behind them.
- Small business ownersGet your bank statement into QuickBooks yourselfFor owners who do their own books: turn the month's PDF statement into a QuickBooks, Xero or Excel file that matches the bank, in the time it takes to make a coffee.
- Freelancers and sole tradersA year of bank statements for your tax returnTurn twelve PDF statements into one spreadsheet that agrees with the bank, mark which lines were business, and hand your self-assessment figures over with the working behind them.
- Property managers and landlordsBank statements to per-property spreadsheetsConvert the operating and trust account statements into checked spreadsheets, split rent, repairs and fees by property, and give each owner a statement that agrees with the bank.
- Non-profits and treasurersBank reconciliation a treasurer can hand overConvert the charity's bank statements into a checked spreadsheet with the tie-out on record, so the board sees figures that agree to the bank and the next treasurer can repeat the process.