Turn receipt scans into categorized statements
Upload receipt scans and bank statements. We match charges, add explanations, and prepare QuickBooks exports.
Bank Statements
Select your bank, then import a statement PDF or CSV. Each bank uses its own PDF format.
Select your bank above to import a statement.
Want support for other bank or credit card statement types? Reach out via our contact page.
Receipts and Receipt scans
Manually enter a receipt, upload images without OCR, or upload and run OCR. You can also take a photo (OCR runs automatically).
Matching & Explanations
Monthly Organization
Export
Export full data: statement lines, categories, match status, receipt details (file, merchant, amount, date), explanations, and raw statement line. CSV, QuickBooks-ready CSV, or PDF (one page per line, newest first, with receipt images and OCR text).
