Convert Your Statement or Invoice
Drop in your PDF bank statement, credit card statement or invoice and we'll extract the data and build your QBO or IIF file.
Your files stay private and are never shared.
What you get back
Every document comes back as the same set of fields: vendor, numbers, dates, line items and totals. Upload above to see yours.
Extracted fields from a sample invoice
Vendor
Acme Office Supplies LLC
Invoice Number
INV-2024-00847
Invoice Date
January 15, 2024
Due Date
February 14, 2024
Line Items
Swipe left to see all columns
| Description | Qty | Unit Price | Amount |
|---|---|---|---|
| Copy Paper, 8.5x11, 10-Ream Case | 2 | $42.99 | $85.98 |
| Ballpoint Pens, Blue, 12-pack | 5 | $8.49 | $42.45 |
| Manila Folders, Letter Size, 100-ct | 1 | $18.75 | $18.75 |
Full Export Data
Subtotal
$147.18
Tax (8.25%)
$12.14
Total
$159.32
Payment Terms
Net 30
OFXHEADER:100 DATA:OFXSGML VERSION:102 ...
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