Drop a PDF. Get every transaction extracted, every balance verified, every QIF file generated. Works with Chase, BofA, Wells Fargo, Citi—any US bank, any format.
Sign in with GoogleDrag PDFs into a project. Native text or scanned images—both work. Batch upload for multiple clients.
Gemini reads every page. Dates, payees, amounts, check numbers—structured data, not OCR gibberish.
Balances are cross-checked. If a sign is wrong, the system tries three correction strategies before flagging it.
Download individual QIF files or a ZIP for the whole project. Open in Quicken and you’re done.
This runs locally in your browser—no data leaves the page.
Gemini reads statement layouts the way a person does—columns, headers, running totals. No templates, no regex, no per-bank rules.
If debits and credits don’t reconcile, the system tries flipping all signs, then individual transactions, then pairs. Most mismatches resolve without intervention.
The original statement renders next to the extracted data. Scroll through both at once—spot-check any line without switching tabs.
Group statements by client. Upload 20 PDFs, walk away, download one ZIP. Duplicates are caught by content hash.
Owners, admins, members, viewers. Invite by email. Each org sees only its own projects and data.
When auto-fix isn’t enough, send the statement back to the AI with the exact discrepancy. Second pass usually nails it.
14-day free trial. 100 pages included. No credit card required.