Editable transaction review
Correct dates, descriptions, amounts and categories before downloading the final file.
PDF statement conversion
Review extracted transactions in your browser, correct them before export and download the format that fits your bookkeeping workflow.
Built for bookkeeping work
Start with the essentials, review the result and unlock advanced tools only when your statement needs them.
Correct dates, descriptions, amounts and categories before downloading the final file.
Pro can read many English scanned PDFs that do not contain searchable text.
Confidence indicators and duplicate warnings help focus your review on higher-risk rows.
Choose spreadsheet, PDF and common accounting exchange formats for the next step in your workflow.
Simple process
You stay in control of the data before anything is exported.
Read document-safety guidance →Choose a searchable statement or use Pro OCR for supported scanned documents.
Check flagged rows and make edits directly in the browser.
Download the format needed for bookkeeping, review or import.
Choose what fits
No need to sort through several competing buttons. Pick the level that matches the statement in front of you.
For a small searchable statement and a simple CSV workflow.
For larger, scanned or multi-file statements and broader exports.