Question 1

Does it work with scanned PDFs?

Accepted Answer

Yes! We use OCR technology to extract text from scanned bank statements. Digital PDFs typically have 99%+ accuracy, while scanned documents achieve 95%+ accuracy.

Question 2

What columns do I get?

Accepted Answer

Standard output includes: Date, Description, Debit, Credit (or Amount), and Running Balance when available. Columns are consistently formatted across all banks.

Question 3

Can I import into QuickBooks?

Accepted Answer

Yes! We offer QuickBooks-ready CSV exports in both 3-column (Date, Description, Amount) and 4-column (Date, Description, Credit, Debit) formats.

Question 4

Can I import into Xero?

Accepted Answer

Absolutely. Our CSV export is compatible with Xero's bank statement import feature for seamless reconciliation.

Question 5

Do you support multiple months at once?

Accepted Answer

Yes. You can upload multi-page PDFs or multiple files at once. Each page counts toward your monthly limit.

Question 6

How accurate is it?

Accepted Answer

Digital PDFs achieve 99%+ accuracy. Scanned documents typically reach 95%+ accuracy. We recommend reviewing extracted data before import.

Question 7

How long do you keep my files?

Accepted Answer

Files are automatically deleted after 30 days. You can also manually delete files immediately after download.

Question 8

Do you support my bank?

Accepted Answer

We support all major US banks including Chase, Bank of America, Wells Fargo, Citi, and more. Our system also works with most regional banks.

Question 9

What counts as a page?

Accepted Answer

Each page of your PDF counts as one page. A 5-page bank statement uses 5 pages from your monthly allowance.

Question 10

Can I change plans anytime?

Accepted Answer

Yes. Upgrade or downgrade at any time. Changes take effect on your next billing cycle.

Question 11

Do unused pages roll over?

Accepted Answer

No, unused pages do not roll over to the next month. Each billing cycle starts fresh.

Question 12

Is there a free trial?

Accepted Answer

Yes! Every account starts with 10 free pages per month. No credit card required.

Question 13

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express) via Stripe.

Question 14

Can I get a refund?

Accepted Answer

We offer a 14-day money-back guarantee if you're not satisfied with the service.

Question 15

Do you offer annual billing?

Accepted Answer

Yes. Annual plans receive a 20% discount. Contact us for annual billing options.

Question 16

What happens if I exceed my limit?

Accepted Answer

You'll be notified when approaching your limit. Additional pages are available at $0.15 per page.

Question 17

How do you protect my data?

Accepted Answer

We use industry-standard safeguards including encrypted connections (TLS 1.3) and secure storage practices.

Question 18

Do you store my bank statements?

Accepted Answer

Files are temporarily stored for processing and automatically deleted after 30 days. You can delete files immediately after download.

Question 19

Who can access my data?

Accepted Answer

Only you can access your uploaded files and converted data. Our team cannot view your files without explicit permission.

Question 20

Do you sell my data?

Accepted Answer

No. We never sell, share, or monetize your data. Your bank statements are used solely for conversion purposes.

Question 21

Are you SOC 2 compliant?

Accepted Answer

We follow SOC 2 principles in our security practices. Full SOC 2 certification is on our roadmap.

Question 22

Where are your servers located?

Accepted Answer

Our infrastructure is hosted in secure data centers with 24/7 monitoring.

Question 23

Do you share data with third parties?

Accepted Answer

We do not share your data with third parties except essential service providers (payment processing, infrastructure).

Question 24

How do I delete my account?

Accepted Answer

You can request account deletion at any time. All your data will be permanently removed within 30 days.

Frequently Asked Questions

Product & Features

Pricing & Billing

Security & Privacy

Still have questions?