Catch-up and clean-up
Drop a year of statements together. Each month has to tie to its own printed opening and closing balance, and February's opening has to be January's closing. A month that does not tie is not billed.
Preview is free. The first download is free after sign-in. After that, Solo is $29/month, cancel anytime.
up to 20 files · 20 MB each · PDF only · bank or credit-card statements
Drop the year together. Each month is proven against its own printed opening and closing balance. Then the months are checked against each other: February's opening has to be January's closing. A gap, an overlap or a missing month gets a note before anything is downloaded.
A month that does not tie is not billed and does not count against your pages.
Re-downloading the same statement in the same month does not count twice. Convert again, download again, pay once.
One catch-up job, no subscription. 30 days of Solo, up to 10 statements per convert and 500 pages. It never renews.
$99 a month. 20 statements per convert, no page cap, fair use for one firm's client work.
Intuit caps a .qbo upload at 1,000 transactions and 350 KB. Upload the months as separate files. Stable transaction IDs mean an accidental repeat is deduplicated. The Online page →
QuickBooks Desktop takes each month's .qbo through File → Utilities → Import → Web Connect Files. Xero takes the bank-import CSV or OFX. Reconcile each month to its printed closing balance. Desktop → · Xero → · The proof, step by step →
Notes for a reviewer, not a verdict. Each one points at the rows behind it.
Opening + credits − debits must equal the printed closing. If it does not, there is no download and no charge.
February's opening has to be January's closing. Gaps and overlaps get a note.
The same date, amount and description twice, or a row that moves money between your own accounts. Flagged before it is booked as income or expense.
Nothing is stored on our side. The PDF is parsed in memory and discarded when the response is sent. Security notes →
A statement that does not tie is not billed. Any first charge is refundable within 14 days. Billing and refunds →
Swipe sideways to see every column.
This grid exists only in this tab. Click a cell to edit date, description or amount; ± flips debit/credit. The proof re-runs on every edit. Convert another statement