What you can upload
Upload whatever you have. We will sort it out.
Bank statements, credit card statements, receipts, invoices, and spreadsheet exports. PDF or CSV; photos for receipts. In any order, from any year.
Bank statements
Turn PDF bank statements from any US bank into categorized transactions and a profit and loss.
DetailsCredit card statements
Upload Amex, Chase, Capital One, Citi or any credit card statement as a PDF.
DetailsReceipts
Photograph or upload receipts.
DetailsInvoices and bills
Upload the invoices you send and the bills you receive.
DetailsCSV and Excel exports
Import CSV, Excel, OFX, QFX and QBO transaction exports from your bank, Stripe, Square, PayPal or Shopify.
DetailsFormats
Accepted file types
Up to 10 MB per file. Drop as many files as you like at once.
Your books, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.