The complete pipeline: native or scanned PDFs go in, structured and validated QIF files come out. AI extracts every transaction, verifies every balance, categorizes every line item. Chase, BofA, Wells Fargo, Citi—any bank, any format, zero templates.
Start Free TrialEvery step automated. Native text PDFs and scanned images handled the same way. No per-bank configuration. No OCR software to install.
Drop any PDF—text-based or scanned images, password-protected or not. Upload individually, in batches, or as a ZIP file. Bank or credit card, auto-detected.
AI reads the layout the way you would—columns, headers, running totals. Dates, payees, amounts, check numbers, memo fields. Structured data, not OCR gibberish.
Opening balance + transactions must equal closing balance. If a sign is wrong, three auto-correction strategies fire before flagging it. Most mismatches resolve without intervention.
Every transaction tagged: Groceries, Utilities, Income, Rent, Insurance—17 categories. Custom rules override AI when you need consistency across months.
QIF for Quicken. QBO for QuickBooks. OFX for banking apps. CSV and Excel for everything else.
Native Quicken format with correct date formatting, debit/credit signs, check numbers, and L-field categories. Import directly.
Open Financial Exchange format for QuickBooks Online, Quicken modern, and any OFX-compatible software. Transaction types auto-mapped.
Clean CSV with Date, Payee, Amount, Type, Category, Check Number, Memo columns. Ready for Excel, Google Sheets, or any import.
XLSX with Transactions sheet and Summary sheet—bank info, period, balances, totals. Formatted columns, auto-widths.
This runs locally in your browser—no data leaves the page.
Forward statements to an email address. Receive extracted data back with QIF, CSV, and OFX attachments. No login required.
If debits and credits don’t reconcile, the system tries flipping all signs, then individual transactions, then pairs. Most mismatches resolve automatically.
The original statement renders next to the extracted data. Scroll through both at once—spot-check any line without switching tabs.
Every statement scanned for tampering indicators: balance inconsistencies, duplicates, metadata modifications. PDFs encrypted at rest with AES-256.
Upload a CSV register alongside the statement. The system matches transactions, flags discrepancies, and shows what’s missing from each side.
Programmatic access via API keys. Webhook notifications when statements are processed. Build it into your existing workflow.
Group statements by client. Upload 20 PDFs or a ZIP, walk away, download one ZIP with all QIFs. Duplicates caught by content hash.
Owners, admins, members, viewers. Invite by email. Each org sees only its projects. Audit log tracks every action.
Export all your data as a ZIP. Delete everything permanently. Configurable retention from 7 to 365 days. Security headers, hardened cookies, PII-free logs.
14-day free trial. 100 pages. No credit card. No templates. No setup.