For bookkeepers
Four tools that read what clients actually send — statement PDFs, a merged invoice PDF, a card export — and hand back the file the ledger needs. The files stay in your browser; the client never has to be told their statements went to a third party.
Turns the CSV or PDF statement into one clean table — CSV, Excel with amounts as numbers, or a QuickBooks Web Connect (.qbo) / OFX file for the bank import. Every row is on screen before a file is written.
One statement at a time, CSV out, free. The subscription merges any number into one table and adds Excel, .qbo and OFX.
Finds where each invoice starts from the invoice numbers, shows every cut, and writes one PDF per invoice named by number.
The real split on any PDF, every page range shown, and the first three documents as a ZIP free; the subscription includes every document.
Reads a few months of statements and shows the typical month, the biggest merchants, what recurs and what it costs a year, and the fees and interest that were quietly paid.
The whole read for up to two CSV statements at a time; the subscription takes unlimited files and the monthly PDFs.
Every charge on a rhythm — the same merchant three or more times, 25–95 days apart — with its yearly cost, from up to six statements.
Free, and it stays free.
Statement Converter, Invoice Splitter and Statement Insight are $5 a month each; Recurring Charges is free. Statement Converter and Statement Insight are in the $12 Money bundle, Invoice Splitter in the $12 Documents bundle, and every paid tool is $24 a month. One subscription, one invoice, cancel from your account.