The workflow

From PDF to clean spreadsheet in four steps.

  1. Securely upload your PDF

    Upload bank statements, credit card statements, transaction reports, or other financial PDFs through an encrypted TLS 1.2+ connection.

  2. We extract the data

    Our parser identifies transaction dates, descriptions, debits, credits, balances, fees, deposits, withdrawals, and other key statement details.

  3. Review and verify

    Check your extracted rows before export, make adjustments where needed, and stay in control of the final spreadsheet output.

  4. Export clean files

    Download structured CSV or Excel files ready for bookkeeping, reconciliation, reporting, tax prep, or financial analysis.

Why teams pick us

Built to handle financial documents without the manual cleanup.

Encrypted Connection

Your files are protected during upload and processing with secure TLS 1.2+ encrypted transfer.

Files stay private

Uploaded documents remain private, encrypted, and are never shared or used to train AI models.

Rapid processing

Convert bank statements, credit card PDFs, and transaction reports into structured spreadsheet data in seconds.

Accounting & Bookkeeping Formatted

Convert complex financial PDFs into clean, organized spreadsheet data built for reconciliation, reporting, audits, and bookkeeping.

Pricing

Simple pricing. No surprises.

Start free. Move up when you need more pages.

  • Free

    $0after email signup

    Perfect for trying out

    • 5 pages per month
    • XLSX, CSV, QuickBooks CSV, Xero CSV
    • No overage, no credit card required
    Get started
  • Most popular

    Starter

    $19/ mo

    Great for regular use

    • 200 pages per month
    • Priority extraction queue
    • Overage billing for additional pages
    • Email support
    Subscribe
  • Pro

    $49/ mo

    For teams and high volume

    • 1,000 pages per month
    • Overage billing for additional pages
    • Priority support
    Subscribe