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AI-Powered · optional human review

How it works

Months of mess. Hours of cleanup. Here is exactly what happens to your statements, from messy stack to signed-off books.

How it works

From messy stack to signed-off books

Keep scrolling and watch one month of statements get cleaned. AI does the heavy lifting; a real person signs off.

  1. 1

    Messy stack

    Snap photos or export PDFs of your bank and credit card statements, months of them if you're behind. No software to install, no call to book.

  2. 2

    AI sorting

    AI extracts date, payee and amount from every line, suggests a category, and flags anything unusual for a human instead of guessing.

  3. 3

    Human signed

    With human review, a bookkeeper reviews every entry, fixes edge cases, and signs off. You get a QuickBooks-ready package to approve.

statement_march.jpg · sampleMessy stack
03/07 STRIPE TRANSFER$1,840.00Income✓
03/02 SHELL OIL 5741$62.40Fuel✓
03/03 INTUIT *QBOOKS$38.00Software✓
03/05 COSTCO WHSE #0521$212.89Supplies✓
03/01 MAR RENT UNIT 4$2,100.00Rent✓
03/11 GOOGLE *ADS8812$300.00Advertising✓
03/12 TIM HORTONS #44$12.35Meals✓
03/14 TELUS MOBILITY$95.20Phone✓
QuickBooks-ready ✓
HUMAN REVIEWED ✓
Before & after

Drag to see the cleanup

Left: a crumpled statement photo. Right: the same lines categorized and human-checked.

After · cleaned up
DatePayeeCategoryAmountStatus
Mar 02ShellVehicle fuel$62.40AI ✓ Human ✓
Mar 03Intuit QuickBooksSoftware$38.00AI ✓ Human ✓
Mar 05CostcoSupplies$212.89AI ✓ Human ✓
Mar 07Stripe payoutSales income$1,840.00AI ✓ Human ✓
Mar 09Home DepotMaterials$418.06AI ✓ Human ✓
Mar 11Google AdsAdvertising$300.00AI ✓ Human ✓
Mar 12Tim HortonsMeals$12.35Asked you ✓
Mar 14TelusPhone & internet$95.20AI ✓ Human ✓
Before · your shoebox
STATEMENT · ACCT ****4417MAR
03/02 SHELL OIL 5741 CALGARY62.40
03/03 INTUIT *QBOOKS CL.INTUIT38.00
03/05 COSTCO WHSE #0521212.89
03/07 STRIPE TRANSFER ST-8K2..1,840.00 CR
03/09 HOME DEPOT #7012418.06
03/11 GOOGLE *ADS8812300.00
03/12 TIM HORTONS #44 ??12.35
03/14 TELUS MOBILITY PREAUTH95.20
personal?? ask acct
⇆

Illustrative example. You pay per statement page, for every account and month you send.

Delivery

From upload to QuickBooks-ready

Everything happens in your private client portal. No calls required.

  1. 1

    Upload in your portal

    Create your account, add your files and a few notes: statement type, bank, period, anything we should know.

  2. 2

    AI draft

    Our AI drafts and categorises every transaction and lists anything it isn't sure about.

  3. 3

    Human review

    With human review, a bookkeeper checks every entry, fixes categories and sends you plain questions instead of guessing.

  4. 4

    Approved & delivered

    You get a QuickBooks import file plus a summary report, downloadable from your portal after you log in.

Forgot a statement? Add it to the same job from your portal. Uploaded the wrong one? Replace it and tell us why.

Upload formats

JPG, PDF or CSV. That's it.

Three formats keep things simple and safe. We check every file's real content, not just its name.

PDF statement

Best option. Download the monthly statement PDF from online banking and remove any password. Up to 15 MB each.

JPG photo

Lay the page flat in good light and fit the whole page in the frame. Save as .jpg. Up to 15 MB each.

CSV spreadsheet

Excel: File > Save As > CSV. Google Sheets: File > Download > Comma-separated values. Up to 5 MB.

Not accepted: .xlsx/.xls, PNG, HEIC, WEBP or Google Sheets links. Up to 5 files per upload.

Why us

The speed of AI. The judgment of a person.

Software alone guesses. People alone are slow. We pair them on every file.

Fast cleanup

AI drafts months of transactions in hours, so the human time goes into judgment, not typing.

Human review on every entry

Nothing is delivered on AI alone. A bookkeeper checks every line and signs off.

QuickBooks-ready delivery

Get a package built for QuickBooks, the format most accountants already use. No proprietary lock-in.

Privacy, handled carefully

Statements are treated as sensitive: private storage, limited access, never sold or used for marketing.

US + Canada focus

Two countries, done properly: GST/HST for Canada, entity-aware structure for the US.

Email & chat first

No required discovery calls. Upload, answer a few questions in chat or email, approve. Done.

AI-Powered · optional human review

Ready to hand over the mess?

Upload your statements and see the per-page price upfront.

  • Per-page price you can check upfront
  • Optional human review on every entry
  • QuickBooks-ready delivery
  • US & Canada only · in-house · no outsourcing
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