Pricing for Professionals

Convert Statements to Excel in Seconds

Plans designed for accountants, brokers, and finance teams. Pay per page, not per word.

1 Credit = 1 Page. Dense pages may count as 2.

Freelancer

For solo accountants and bookkeepers.

$29 /month
  • 100 Credits per month
  • Approx. 20-30 bank statements
  • Rollover unused credits (up to 200)
  • All US, UK & Canada banks
  • Excel & CSV export
Most Popular

Growth

For growing firms and teams.

$79 /month
  • 500 Credits per month
  • Approx. 100-150 bank statements
  • Priority Processing (Skip the queue)
  • QuickBooks & Xero direct export
  • White-label export options
  • Batch processing (100+ docs)

Flex Packs

Pay as you go. Credits never expire.

  • Credits never expire
  • Perfect for tax season spikes
  • All US, UK & Canada banks
256-bit encryption
Files auto-delete in 24h
Cancel anytime

Trusted by Finance Professionals

See How Teams Use Our Platform

Join thousands of professionals who save hours every week on financial data entry.

Mortgage Brokers
Process 3 months of applicant statements in 30 seconds

Extract income, expenses, and account balances instantly for loan qualification assessments. No more manual data entry from scanned bank statements.

Supports all major bank formats
Accountants
Import client invoices directly into QuickBooks-ready format

Eliminate manual data entry for accounts payable and receivable reconciliation. Export directly to CSV for seamless import into your accounting software.

QuickBooks, Xero, Sage compatible
Auditors
Extract transaction data with full audit trail documentation

Every extraction is timestamped and linked to source documents for compliance requirements. Perfect for financial audits and regulatory reporting.

Complete audit trail included
Payroll Teams
Process paystubs & W-2s
Property Managers
Tenant applications
Tax Preparers
1099s & tax documents
Financial Analysts
Reports & statements

Frequently Asked Questions

Everything you need to know about converting financial documents to Excel.