AI-powered categorization - PDF Bank statement → QuickBooks & Xero Import file

Professional Batch File
Processing with AI

From PDF bank statements to an import-ready file — AI cleans up descriptions, matches your rules, and codes the rest for QuickBooks, Xero, and more, with over 90% accuracy.

Start with an upload

🎉 First 5 trials free — no credit card required

How It Works

Built specifically for accountants preparing batch and import files.

Upload Statements

Upload bank/credit card statements in PDF, CSV, or Excel format.

Categorize & Review

AI helps handle exceptions while rules streamline routine mappings.

Generate Import-Ready Files

  • QuickBooks Desktop: Batch Transaction / IIF
  • QuickBooks Online: Import Data CSV File
  • Xero: Pre-coded Transaction Import

A tool for CPA firms and bookkeepers to safely import bulk transactions into

qb
QuickBooks Desktop
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QuickBooks Online
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Xero