THE SOURCE ROW / THE COLUMN / THE CHECK

Find the columns.
Keep the source in view.

Convert text-based bank-statement PDFs in your browser, inspect each extracted row and reconcile the opening and closing balance before exporting.

01 / EXTRACT TEXT02 / MAP COLUMNS03 / RECONCILE ROWS
Illustrative flowing paper ribbons arranged as five statement columns
EXTRACT / MAP / RECONCILE Illustrative generated image

THE WORK / WITH ITS CONTEXT

Keep the statement nearby.
Review the rows you export.

Illustrative paper architecture showing rows routed through distinct columns
01 / Start with selectable text.

THE DETAILS MATTER

Start with selectable text.

Open a text PDF locally and inspect the actual page. Set numeric date order, decimal format and five column boundaries using PDF points. There is no OCR or universal bank template claim.

Every row has a source.

Check transaction dates, descriptions, signed amounts and optional running balances against the source page and row. Extraction exceptions need correction or a recorded local exclusion reason. Ignored rows stay visible.

KEEP THE FOLLOW-THROUGH

Keep a repeatable mapping.

Save coded column profiles in a recoverable account, with retained versions. Pro adds up to four staff and larger conversions. Bank PDFs, transaction descriptions, amounts and account codes stay in the local browser session.

Illustrative balanced paper rows joining into one reviewed sequence
02 / Keep a repeatable mapping.

A SMALL WORKING EXAMPLE

See what the record means.

No account needed for this example.

THE WORKSPACE / YOUR RECORDS

Keep the next step visible.

Free workspace

Text-based, unrotated bank PDFs with one transaction per dated row, numeric columns and supported date/decimal formats. No OCR, online bank connection, automatic transaction categorisation or universal bank support. PDFs and transaction rows stay in browser memory; only coded mapping settings are saved when you choose.

FREE TO START / ROOM FOR THE WORK

Start with a real record.

Anonymous text-PDF conversion up to 5 pages and 50 transactions, CSV and OFX exports; two saved coded mapping profiles with an account.

Free / no card required

Each workspace supports one bookkeeping business. Pro includes the owner and up to four staff accounts. Editors add records; viewers can read records and existing reports. Every authorised staff member can read all coded mapping profiles and settings in the selected workspace. There are no per-record staff access boundaries. Staff access requires the owner’s active Pro plan.

Cancel future renewal?

Continue to Stripe and confirm there. Paid access continues through this period. This does not erase records or request a refund.

Named staff access

Every authorised staff member can read all coded mapping profiles and settings in the selected workspace; no per-record permissions. Invite only your own authorised organisation staff; every retained record in this workspace is visible to them. Pro supports the owner and four staff. Editors update records and issue reports. Viewers read records and existing reports. The owner alone controls settings, billing, staff access and erasure.

No invitation email is sent. Tell your colleague to open this app and sign in with the invited address. Their invitation appears after sign-in and expires in seven days. Removed staff lose subsequent server access; previously exported copies cannot be revoked.