For bookkeepers and accounting firms

You already know the work: a new client hands over a year of PDFs, or the CPA asks for clean books before a deadline. We do the statement-to-import step so you can spend your time on review and categories.

What you get for each statement-month

• A QBO (Web Connect) file, a Xero CSV and a plain CSV
• A tie-out sheet: opening balance + net activity = closing balance, with the difference shown
• Delivery within 12 hours through a private link at /pickup

When firms usually use us

• The CPA's year-end request: "send me reconciled books by the 15th". See the year-end checklist.
• A tax deadline with months of statements still unentered.
• Catch-up before onboarding a client onto monthly bookkeeping. See how pros do catch-up.

Pricing for firms

• $15 per digital statement-month, $25 per scanned one
• $149 for a 12-month catch-up on one account
• Bookkeeper bundle: $249/month for 20 statement-months, mix clients and banks

Bundle terms in brief: $249 is charged when you subscribe and again every month on the same date until you cancel. Each month includes 20 statement-months (unused ones do not carry over). Cancel any time online at /cancel or by emailing [email protected]; no future charges after your request. Full terms.

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Send only statements you manage for the account holder. We are a data-conversion service, not CPAs; you stay responsible for review and categories.