AI bookkeeping for US small businesses
Drop in any US bank statement, invoice or receipt. Get a clean, categorized, reconciled ledger — with profit & loss, sales tax and tax-time reports — ready for QuickBooks& Xero.
Drop your PDF or photo here
Bank statements, invoices, receipts — or click to browse. Batch upload supported.
PDF or image · any US bank or provider · digital & scanned · password-protected files
Don't have a file handy?
Imports directly into your accounting software
More than a converter — it's your books
Documents don't just become a file. They become a living, categorized set of books you can report on and ask questions about.
Auto-categorized
Every line item is sorted into a bookkeeping category. Teach it once (“STRIPE → Income”) and it applies to every document, forever.
Books per client
Organize each business into its own live ledger — income, expenses and net roll up automatically as you add documents.
P&L & tax-time reports
Profit & loss, Schedule C-style expense categories and a sales-tax summary — by month, quarter or year. Print, save as PDF, or export to CSV.
Ask your books
Chat with a client's whole ledger: “What did they spend on software this quarter?” — instant answers from their real numbers.
Bookkeepers can keep multiple clients' books in one place. Invite your accountant to view them, read-only.
From document to done books
Three steps — about a minute.
Upload a PDF
A statement, invoice or receipt — digital or scanned, any US bank or provider.
AI does the bookkeeping
Every line is extracted, categorized and reconciled against your balances or totals.
Books, reports & answers
A per-client ledger with P&L, tax summary and export — plus an assistant you can ask.
Private by design
Original PDF never stored; your data is encrypted and deletable anytime.
Reconciled & checked
Balances and totals verified; anything off is flagged before you file.
Scanned or digital
Advanced AI reads photographed and scanned documents, not just clean PDFs.
Any US bank or provider
27+ US banks optimised, plus any statement, invoice or receipt.
Works with every US bank
Chase, Bank of America, Wells Fargo and more have optimized extraction — and every other bank just works.
View all 27+ supported banksFrequently asked questions
Is it just a file converter?
No — conversion is the first step. Your documents become a live, categorized ledger per client, with profit & loss, tax summaries, reports and an AI assistant you can ask questions. It's lightweight bookkeeping, not just a CSV export.
What documents can I use?
US bank and credit-card statements, invoices, bills and receipts — from Chase, Bank of America, Wells Fargo, Capital One, Citi and any other bank, digital or scanned. Transactions are categorized into Schedule C-style accounts, ready for tax time.
Is my data stored safely?
Your original PDF is never stored — it's processed in memory and discarded. When you're signed in, the extracted data is saved to your account encrypted so you can re-download and build your books, and you can delete any of it anytime.
Does it work with QuickBooks & Xero?
Yes. Every conversion gives you a CSV and a QBO (OFX) file that import directly into QuickBooks and Xero — and CSV works with Excel, Sage and most accounting tools.
Do I need an account?
Convert your first document free with no account, to see the quality. To keep going, create an account and choose a plan — pay-as-you-go credits (never expire) or a subscription.
Turn documents into books in a minute
Convert your first document free — no account, no card.