Financial PDFs to clean, structured, accounting-ready data.
Bank statements, invoices, receipts and reports become checked rows in an editable grid, then Excel, CSV, JSON, QBO, OFX or QIF. Nothing is guessed and nothing is stored.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 03 Apr 2025 | UPI/CR/HDFC/RAJESH KUMAR/SALARY | 84,000.00 | 1,12,406.20 | |
| 04 Apr 2025 | POS 4521 AMZN*MKTP US | 2,349.00 | 1,10,057.20 | |
| 04 Apr 2025 | NEFT/ACME SUPPLIES PVT LTD/INV-2291 | 18,500.00 | 91,557.20 | |
| 07 Apr 2025 | ATM WDL 000482 MG ROAD | 5,000.00 | 86,557.20▲ | |
| 09 Apr 2025 | SBI MUTUAL FUND SIP | 10,000.00 | 76,557.20 | |
| 11 Apr 2025 | RENT APR - BLR | 32,000.00 | 44,557.20 | |
| 14 Apr 2025 | UPI/DR/SWIGGY | 612.00 | 43,945.20 |
How it works
Six steps, the same every time. The document is read once; everything after that happens in your browser.
- 1Upload
Drop a PDF, scan or photo. Several at once on paid plans.
- 2Detect
Statement, card, invoice, receipt or plain table — and whether it needs OCR.
- 3Extract
Text and table positions are read page by page on our worker, then returned.
- 4Validate
Running balances, totals, dates and signs are checked. Anything off is flagged.
- 5Preview
An editable grid in your browser. Fix a cell, the export follows.
- 6Export
XLSX, CSV, JSON, QBO, OFX or QIF, built in your browser.
The old way, and this way
- Retype 40 pages of a statement, one line at a time
- Copy-paste from the PDF and fix every broken column by hand
- Re-check the running balance in a calculator
- Guess whether −1,250.00 was a debit or a credit
- Rename 'POS 4521 AMZN*MKTP US' to Amazon, 300 times
- Upload the client's statement to a site that keeps it
- Upload once; every page becomes rows in seconds
- Columns come out as columns: date, description, debit, credit, balance
- Balances are checked and mismatches flagged before you export
- Debit and credit told apart from the layout, not a guess
- Merchant names and categories from rules you can see and edit
- Read, returned, deleted in the same request; nothing stored
Bank statements
Date, description, debit, credit and balance out of any statement PDF. Headers repeated on every page are dropped, page breaks stitched, the running balance recomputed row by row and compared to the printed one. Several months merge into one sheet with overlaps removed.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 03 Apr 2025 | UPI/CR/HDFC/RAJESH KUMAR/SALARY | 84,000.00 | 1,12,406.20 | |
| 04 Apr 2025 | POS 4521 AMZN*MKTP US | 2,349.00 | 1,10,057.20 | |
| 04 Apr 2025 | NEFT/ACME SUPPLIES PVT LTD/INV-2291 | 18,500.00 | 91,557.20 | |
| 07 Apr 2025 | ATM WDL 000482 MG ROAD | 5,000.00 | 86,557.20▲ | |
| 09 Apr 2025 | SBI MUTUAL FUND SIP | 10,000.00 | 76,557.20 |
Invoices and receipts
Invoice number, dates, parties, subtotal, tax and total from the header; every line item with quantity, unit price and amount, summed and checked against the printed total. A folder of receipts becomes one expense sheet with a row each.
- Invoice no.
- INV-2291
- Invoice date
- 28 Mar 2025
- Due date
- 27 Apr 2025 (30 days)
- Supplier
- Acme Supplies Pvt Ltd
- Customer
- Sharma & Co
- Subtotal
- 15,677.97
- Tax (18%)
- 2,822.03
- Total
- 18,500.00
| Line item | Qty | Unit | Amount |
|---|---|---|---|
| A4 copier paper, 500 sheets | 40 | 245.00 | 9,800.00 |
| Toner cartridge 85A | 3 | 1,650.00 | 4,950.00 |
| Courier | 1 | 927.97 | 927.97 |
Validation with issue flags
Every statement is checked before you see it: does each balance follow from the last, do the line items add up to the total, could every date be read, is every amount's sign certain, did OCR hesitate on a cell. Each problem is a flag pointing at a row — you fix it in the grid, not in the export.
- CheckBalance mismatchRow 4 · printed 86,557.20, computed 86,557.00
- FixUnreadable dateRow 23 · '0l/04/2025' — OCR read a letter for a digit
- CheckSign uncertainRow 31 · amount column has no DR/CR marker
- CheckPossible duplicateRows 40 and 41 · same date, amount and payee
- OKPage header droppedPages 2–4 · repeated column headers removed
- OKTotals agreeClosing balance 43,945.20 matches the statement
Cleanup and categorisation
Reference codes, card numbers and bank noise come off the descriptions. A merchant column is derived and kept consistent across the file. Categories come from rules you can read and change; edit one rule and every matching row follows. Duplicates are shown side by side so you decide.
| As printed | Merchant | Category |
|---|---|---|
| POS 4521 AMZN*MKTP US 0932 | Amazon | Office supplies |
| UPI/DR/SWIGGY/BLR/2201938 | Swiggy | Meals |
| NEFT/ACME SUPPLIES PVT LTD/INV-2291 | Acme Supplies | Purchases |
| ATM WDL 000482 MG ROAD | Cash withdrawal | Cash |
| SBI MUTUAL FUND SIP 11829 | SBI Mutual Fund | Investments |
Accounting exports: QBO, OFX, QIF
Straight into the bank feed. QBO for QuickBooks Web Connect, OFX for Xero, Sage and MYOB, QIF for Quicken and GnuCash — with account type, currency and unique transaction ids set so the import does not create duplicates. The converters also run the other way, to CSV and JSON, free in your browser.
<OFX>
<BANKMSGSRSV1><STMTTRNRS><STMTRS>
<CURDEF>INR</CURDEF>
<BANKACCTFROM><ACCTTYPE>CHECKING</ACCTTYPE></BANKACCTFROM>
<BANKTRANLIST>
<STMTTRN>
<TRNTYPE>DEBIT</TRNTYPE>
<DTPOSTED>20250404</DTPOSTED>
<TRNAMT>-2349.00</TRNAMT>
<FITID>20250404-2349.00-a7c1</FITID>
<NAME>Amazon</NAME>
</STMTTRN>
…61 more
</BANKTRANLIST>
<LEDGERBAL><BALAMT>43945.20</BALAMT></LEDGERBAL>
</STMTRS></STMTTRNRS></BANKMSGSRSV1>
</OFX>Who it is for
Month-end statements into the ledger without retyping.
Many clients, many banks, one consistent transaction table per client.
Your own bank and card statements into the spreadsheet you already use.
Supplier statements, processor reports and card feeds tidied for the close.
Receipts and invoices into categorised expense sheets with the tax lines pulled out.
Bank statements to a clean, checked transaction history with balances.
68 tools, 10 categories
Tools marked Uses pages read the document on our worker and use your plan's monthly pages. Tools marked Free in your browser run in your tab and are free.
Statement PDFs and scans to Excel, CSV, JSON, QBO, OFX and QIF.
Card statements to spreadsheets and accounting files, categorised.
Header fields, line items, tax and due dates out of invoice PDFs.
Photos and PDFs of receipts to a clean expense sheet.
Vendor statements to a ledger you can match against your books.
Clean descriptions, find duplicates, name merchants, categorise — in your browser.
Processor exports tidied into one consistent transaction table with fees split out.
CSV and Excel to QBO, OFX and QIF, and back to CSV or JSON.
Match statements to books, payments to invoices, and flag what does not line up.
Tables out of any financial PDF, plus split, merge and search.
Your clients' statements are not ours to keep
Every upload and every answer travels encrypted.
The worker reads the document in memory. Nothing is written to disk.
When the rows come back to your browser, the document is already gone.
There is no link to a document, because there is no document to link to.
File name, page count, row count and export type per run, so you can show what was read and when.
Browser tools — cleanup, converters, PDF split and merge — never leave your tab at all. Details in the privacy policy.
Pricing
Monthly or annual, with a monthly page limit per plan. Start free, no card.
Free
Try it on a real statement.
- ✓25 pages a month
- ✓3 files per batch
- ✓Every browser tool, free forever
- ✓Every export: XLSX, CSV, JSON, QBO, OFX, QIF
- ✓No card needed
Starter
One bookkeeper, one month-end.
- ✓400 pages a month
- ✓25 files per batch
- ✓Full history
- ✓Email support
Professional
Most practicesA practice that reads statements weekly.
- ✓1,000 pages a month
- ✓100 files per batch
- ✓3 users in one workspace
- ✓Bulk invoice and receipt extraction
- ✓Priority support
Business
Firms and finance teams.
- ✓4,000 pages a month
- ✓500 files per batch
- ✓10 users in one workspace
- ✓Priority support
Enterprise
Bigger batches, more users, a bank layout added for you.
- ✓Tell us the volume and the banks
- ✓Answer the same working day
A page is one page of a document read on our worker. Browser tools cost nothing on every plan. Unused pages do not carry over; the count resets on the first of each month. The amount shown is the whole amount. In India, prices show in rupees.
Questions
Is this AI?
No. Financeitz reads what is printed — text and table positions from the PDF, or OCR for scans — and parses it with fixed rules. The same file gives the same result every time, and a value is never silently changed. Unclear cells are flagged, not guessed.
Do you keep my documents?
No. A document goes to our worker over HTTPS, is read, returned to your browser and deleted in the same request. Nothing is written to disk. Only the file name, page count, row count and export type are kept as your history.
Which banks and formats work?
Any statement that is a real PDF with text, and scans or photos through OCR. Layouts vary by bank; the validation flags tell you where a layout was read wrongly, and we add layouts weekly.
How are pages counted?
Every plan has a monthly page limit: Free 25, Starter 400, Professional 1,000, Business 4,000. One page of a PDF or one image read on our worker is one page. The count resets on the first of the month. Browser tools cost nothing.
What can I export?
Excel (.xlsx), CSV, JSON, QBO for QuickBooks, OFX for Xero, Sage and MYOB, QIF for Quicken and GnuCash. Every export is built in your browser from the grid you checked.
Does it read scanned statements?
Yes. Image-only PDFs, JPGs and PNGs go through OCR on the worker. Low-confidence cells are marked so you can eyeball them. Straight, well-lit scans read best.
Can I fix a value before export?
Yes. The grid is editable: change a date, an amount or a description and the export uses your version. The raw cell as read is kept alongside, so you can always see what the document said.
Is there a free plan?
Yes: 25 pages a month and every browser tool, forever, no card. Enough to run a real statement and decide.
Monthly or annual?
Both. Annual is ten months' price — two months free — and you can cancel either at the end of the period you paid for.
Run your next statement through it.
25 pages a month, free, no card. If the grid is right, keep going. If it is not, the flags will show you where.