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Opening a password-protected PDF
Enter the document password at upload so protected files convert.
Using the API
Convert statements from your own code with a team API key.
Converting scanned statements with OCR
Photographed or scanned paper statements convert through OCR, at 3 pages of allowance each.
Data retention settings explained
Control how long extracted rows are kept for your team.
Convert your first statement
Upload a PDF, review the extracted rows and export.
Importing into Xero
OFX or CSV — getting statements into Xero bank accounts.
Batch-converting multiple statements
Drop a whole folder and convert statements in parallel.
Importing into QuickBooks
Get converted statements into QuickBooks Online cleanly.