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Stop manually entering bank transactions

Upload your statements. Our AI categorizes every transaction. You only review the ones it's unsure about.

From hours of data entry to minutes of review

Typing transactions from PDF bank statements into your accounting software
Upload the PDF. Transactions extracted and categorized automatically
Guessing which category each transaction belongs to
Triple AI categorization cross-checks three methods for accuracy
Reconciling across multiple banks with different statement formats
One tool handles Chase, Wells Fargo, BofA, BMO, JPMorgan, and more

Upload. Categorize. Review.

1

Upload your statements

Drop in PDF bank statements from any major US bank.

2

AI categorizes transactions

Three independent AI methods score each transaction. High-confidence items are done.

3

Review flagged items

Only low-confidence transactions need your attention. Approve or recategorize in seconds.

Accuracy without the busywork

Multi-bank PDF parsing

Chase, Wells Fargo, Bank of America, BMO, JPMorgan — and growing.

Triple AI categorization

Pinecone vector search, Gemini language model, and Chart of Accounts matching — three checks for every transaction.

Confidence scoring

Each transaction gets a confidence score. High scores auto-categorize. Low scores get flagged for your review.

Check OCR

Scanned checks? We extract payee names and match them to your records automatically.

Anyone tired of manual bookkeeping

Bookkeepers

Process client bank statements in minutes instead of hours.

Small accounting firms

Handle more clients without adding staff. Let AI do the data entry.

Business owners

Stop putting off your books. Upload statements and get categorized transactions same day.

Simple and free to start

Early Access
Free

During beta · No credit card required

  • Unlimited bank statements
  • All major US banks supported
  • Triple AI categorization
  • Check OCR processing
  • Export to CSV
Get Early Access

Join the early access list

Common questions

Which banks are supported?
Currently Chase, Wells Fargo, Bank of America, BMO Harris, and JPMorgan. We're adding more banks regularly.
How accurate is the AI categorization?
Our triple-method approach catches over 95% of transactions correctly. The remaining items get flagged for your quick review.
Can I export to QuickBooks or Xero?
Yes. Export categorized transactions as CSV files compatible with all major accounting software.
What about check images?
Our OCR reads payee names from scanned check images and matches them to your records using fuzzy matching.
Is my financial data secure?
All data is encrypted in transit and at rest. Bank statements are processed and never stored longer than needed. See our Security page for details.