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Free
Three first exports of imported documents per browser when they are eligible CSVs that pass checks or PDFs that complete source review and exact reconciliation. The fictional sample and additional formats are free. Repeat exports of the same imported document are free when it is an eligible statement. Importing again creates a new document that counts on its first eligible export. Source review and failed imports do not consume an export.
- PDF export after explicit source review and exact reconciliation
- Review and correct eligible CSV rows
- CSV and QIF export after all checks pass
- No account required for basic use
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Starter, Professional or Practice.
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- Eligible CSV exports after all checks pass
- Professional: batches up to 8 statements and saved mappings
- Practice: batches up to 16 statements and saved mappings
- Annual plans save two months compared with monthly billing
- Supported CSV and QIF exports
- Clear renewal and cancellation terms
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Account and access
Account use is optional. New accounts do not automatically receive a trial. Trials already granted remain honored.
Product limits
Normal, scanned and mixed PDFs can export after explicit source review and exact reconciliation. Cloud extraction, bank connections, direct accounting integrations and guaranteed accuracy are not offered. CSV export requires period, source balances, complete row classification and reconciliation. Keep the original record and review exported data before using it.
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