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Popular guides
Using the API
Convert statements from your own code with a team API key.
Convert your first statement
Upload a PDF, review the extracted rows and export.
Batch-converting multiple statements
Drop a whole folder and convert statements in parallel.
Importing into QuickBooks
Get converted statements into QuickBooks Online cleanly.
Data retention settings explained
Control how long extracted rows are kept for your team.
Fixing a balance that doesn't reconcile
What to do when the running balance and totals disagree.
Importing into Xero
OFX or CSV — getting statements into Xero bank accounts.
Opening a password-protected PDF
Enter the document password at upload so protected files convert.