Stop drowning in financial documents
Process thousands of statements, receipts, and invoices in minutes. Extract structured data automatically and eliminate manual entry for good.
No credit card required. Free 14-day trial.
10x
Faster processing
99%
Data accuracy
50K+
Documents processed
100+
Firms served
Features
Everything you need to go paperless
Built for accounting firms, bookkeepers, and financial advisors who need to process documents at scale.
Statement Processing
Ingest credit card and bank statements in bulk. Transactions are automatically extracted, categorized, and ready for analysis within minutes.
Receipt & Invoice Capture
Upload receipts and invoices at scale. Line items, totals, and vendor details are extracted automatically — no manual data entry required.
Search & Analytics
Query across all your financial documents instantly. Drill into transactions, track spending patterns, and generate the reports your clients need.
How it works
From documents to data in three steps
Upload your documents
Drag and drop statements, receipts, or invoices — individually or in bulk. We support all major formats.
Automatic extraction
Our engine reads every document, extracts transactions, line items, vendor details, and categorizes everything.
Search, analyze, export
Instantly query across all your data. Filter, drill down, and export clean reports for your clients.
Statement Management
Import statements from any bank or credit card. Every transaction is extracted, categorized, and searchable.
- Bulk-import credit card and bank statements
- Automatic transaction extraction and categorization
- Cross-reference transactions across multiple accounts
Receipt & Invoice Processing
- Capture receipts and invoices from any source
- Automatic line-item extraction and vendor matching
- Organize by client, project, or cost center
Transaction Search
Find any transaction across all accounts in seconds. No more digging through PDFs.
- Full-text search across all transactions
- Filter by date range, amount, vendor, or category
- Export results for client reporting
Document Search
- Search receipts by vendor, amount, or line item
- Instant retrieval across your entire document archive
- Audit-ready document trails
Ready to automate your document workflow?
Join 100+ financial firms already saving hours every week. Start your free trial today.
No credit card required. Free 14-day trial.