Solutions

Keyword-focused landing pages

Each solution page is a standalone statement-conversion landing page for a specific workflow, team, or export outcome.

CSV Export

Convert PDF bank statements to CSV in minutes

Extract transaction rows from PDF bank statements and export clean CSV files for analysis, reconciliation, and bookkeeping.

Excel Export

Convert statement PDFs to Excel-ready transaction sheets

Turn bank statement PDFs into Excel files with normalized transaction rows for reporting, bookkeeping, and operations review.

JSON Export

Convert bank statements to JSON for API workflows

Export statement transactions as structured JSON for engineering teams, automation pipelines, and custom finance integrations.

QuickBooks Workflow

Prepare bank statements for QuickBooks import

Convert bank statements into structured exports that simplify QuickBooks transaction import and reconciliation tasks.

Xero Workflow

Convert bank statements for Xero workflows

Transform statement PDFs into clean transaction exports for Xero-oriented bookkeeping and reconciliation workflows.

NetSuite Workflow

Prepare statement data for NetSuite finance operations

Convert statement PDFs to structured output that supports NetSuite import preparation, reconciliation, and audit-ready workflows.

Reconciliation

Bank reconciliation automation starts with clean statement data

Automate reconciliation prep by converting statement PDFs into normalized transaction data suitable for matching and close workflows.

Bookkeeping

Automate bookkeeping prep from statement PDFs

Convert statements to structured exports that help bookkeeping teams categorize transactions and maintain consistent monthly records.

OCR + Structuring

Use OCR to turn statement PDFs into structured transaction data

Extract bank statement text with OCR and convert it into normalized transaction records for analytics, accounting, and operations.

Small Business

Small business bank statement parser for faster reporting

Convert statement PDFs into structured transaction exports so small business teams can reconcile faster and maintain cleaner records.

Agency Workflow

Convert statements across multiple bookkeeping clients

Use one workflow to convert and standardize statement data across multiple client accounts for agencies and bookkeeping firms.

Month-End Close

Prepare statement data for month-end close workflows

Accelerate month-end close by converting statement PDFs into reconciliation-ready transaction exports with consistent formatting.