One place for every client's statements
Stop chasing PDFs over email. Give each client their own upload link, convert in bulk, remind the late ones with one click, and hand QuickBooks files that already balance.
Built for a practice, not a single user
One upload link per client
Create a client portal link from the dashboard and share it. The client uploads their PDF without needing an account, and the conversion bills to you. Deactivate the link when the engagement ends.
Monthly statement reminders
Add the client's email to their portal and send a reminder from the dashboard — the email carries their upload link, so there is nothing for the client to look up. Limited to one reminder per portal per day.
Bulk conversion
Convert a month of statements across clients in one run and download a ZIP of converted files, with the same balance checks as a single conversion.
QuickBooks-ready exports
Every conversion can export QBO with a verified balance chain and unique transaction IDs, so month-end reconciliation starts from files that already agree with the bank.
Volume pricing, on enquiry
The standard plans on the pricing page cover most practices. If you convert for many clients every month, tell us roughly how many clients and statements that is, and we will come back with volume terms. Nothing changes on your account unless you agree it.
Frequently asked questions
From your dashboard you create one upload link per client and share it. The client uploads their PDF statement through that link — no account needed on their side — and the conversion is billed to your account, not theirs. You can deactivate a link any time.
Yes. When you create a portal you can add the client's email address, and from the dashboard you can send that client a reminder email containing their upload link. Reminders are limited to one per portal per day so a client is never spammed by accident.
Yes. Bulk conversion processes many statements in one run and returns a ZIP of converted files, with the same per-file balance checks as a single conversion. QBO, QFX, and OFX exports are on the Pro plan; CSV and Excel are included on every plan.
There is no separate bookkeeper plan to buy: the standard plans on the pricing page apply, and practices converting for many clients can ask about volume pricing through the contact form. Tell us roughly how many clients and statements per month, and we will come back with terms — nothing is charged beyond the plan you already have unless you agree it.
The same account that converts statements also gets the free QuickBooks tools: the duplicate finder for cleaning a client's books before month-end, the payout converters for Stripe, PayPal, Amazon, and Shopify sellers, and the reconciliation difference finder for the month that will not reconcile. Cleaned QBO downloads are on Pro.
No. Converted files are processed and delivered without being stored as statement content afterwards. Client upload links carry no client data themselves — they are just a link to an upload form.