One flat price. No hourly fees.
You pay $5 for each account-month of transactions you upload — one month for one account, whatever the file format. When organizing is complete, you get one consolidated report covering everything — plus a complimentary one-year membership.
Upload the statements you have — PDF, CSV, Excel, or an image. Pay only for the account-months you cover. Receive one consolidated financial report when we're done.
Included with every report
- One consolidated report covering all purchased account-months
- Organized transaction detail across every statement
- Overlapping uploads for the same account-month are counted once
- A clean starting point for your accountant or tax preparer
- A complimentary one-year consumer membership
Worked examples
Pricing is per account-month, so the file format doesn't change the cost.
| Item | Account-months | Cost |
|---|---|---|
| Checking — 12 monthly PDFs | 12 | $60 |
| Credit card 1 — 12 monthly PDFs | 12 | $60 |
| Credit card 2 — 12-month CSV export | 12 | $60 |
| Consolidated report | 36 | $180 |
12 checking PDFs + 12 credit-card PDFs + one 12-month CSV export = 36 account-months at $5 each, for a total of $180 — delivered as one consolidated report. A CSV or Excel export covering 12 months for one account costs $60, just like 12 monthly PDFs.
Are you a CPA, accountant, or bookkeeper?
Reach clients nationwide through our professional directory. $99 for your first year, with optional annual renewal at $99. Listings expire if not renewed and never auto-charge.
Stop sorting statements.
Get organized for tax season.
Bring us a year's worth of bank and credit card statements. We'll organize every transaction and return one consolidated financial report — for $5 per account-month.
Checking your account…