The classic handoff — a client emailing statement PDFs, an accountant retyping them — has a cleaner shape: convert once, share the team, export in whatever format the books want.
The team route
- Invite your accountant to your team (or the other way around — bookkeepers run teams and invite clients). Members see the team's conversion history and can download any export.
- Either side uploads statements; every conversion is balance-checked on arrival.
- The accountant downloads CSV for working papers or OFX for the accounting software — no re-conversion, no emailing spreadsheets around.
Retention does the housekeeping
Extracted data and exports expire on the team's retention schedule — anywhere from 30 minutes to 30 days — and source PDFs are deleted the moment processing finishes. Set retention to match your engagement's needs: long enough to download, short enough that client data isn't sitting anywhere it needn't.
For practices
- Seats and roles control who can manage billing versus who just converts and downloads.
- Batch upload handles the January shoebox: a year of statements in one drop, each independently verified.
- The API (on every plan) can push conversions into your practice tooling — see using the API.
Why not just email the CSVs?
You can — but the team keeps the verification result attached to the data. The accountant sees that a statement reconciled to the penny before trusting it, which is the whole point of verified conversion.