Question 1

What file types are supported?

Accepted Answer

PDF, PNG, JPG, JPEG, and TIFF files. Both text-based PDFs and scanned/image files are supported. Our PDF converter extracts transactions automatically.

Question 2

Does the app handle scanned statements?

Accepted Answer

Yes. Scanned PDFs and image files are processed using OCR. There is a 40% surcharge for scanned statements due to the additional OCR processing.

Question 3

Is the free trial really free?

Accepted Answer

Absolutely. Your first bank statement is processed for free with no charges whatsoever. It is a genuinely free trial balance preparer.

Question 4

Do I need a credit card?

Accepted Answer

No. Your first statement is completely free. After that, standard statements cost $3.50 each and scanned/image statements have a 40% surcharge. Payment is only required to export once you have an outstanding balance.

Question 5

Can I convert bank statements to Excel?

Accepted Answer

Yes. You can export transactions, trial balances, and validation checks as CSV files which open directly in Excel. This makes it a powerful bank statement to Excel converter.

Question 6

Can I upload multiple statements at once?

Accepted Answer

Yes. Bulk upload is a core feature — just drag and drop as many files as you need.

Question 7

Can I edit extracted transactions?

Accepted Answer

Yes. Inline editing lets you correct amounts, descriptions, directions, and classifications before export.

Question 8

Can I review results before export?

Accepted Answer

Yes. Every transaction is shown with its confidence score, and you can review and approve before generating the final trial balance.