AI-powered categorization - QuickBooks and Xero ready

Professional Batch File
Processing with AI

Transform hours of manual data entry into minutes. AI-powered categorization with 95% accuracy for QuickBooks, Xero, and more.

Start with an upload

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
qb
QuickBooks Online
xero
Xero