Convert PDF Bank Statement
to Excel / QBO in 1 minute
No credit card required.
P&L for whole year in 15 min
For busy bookkeepers, smart CPAs, CPA assistants,
small business owners doing P&L for CPA.
How it works
Effortlessly Import Bank and Credit Card PDFs
into QuickBooks Online and Desktop
or export to Excel
Importing historical bank data into Excel or QuickBooks is a hassle due to its inability to handle PDFs or mailed statements.
This leads to countless hours of manual data entry.
We provide a better way!
1. If you have a printout of a bank statement - scan it.
2. Upload PDF or scan.
3. Download Excel file or QBO to import to QuickBooks.
You can also:
1. Define your own categorization rules, categorize transactions and create P&L.
2. Use P&L to copy data directly to the Tax Return Form
3 EASY STEPS:
Pricing - pay as you go. No subscription.
TRY IT OUT
PRO
ADVANCED
Take this package to try how the solution works.
Take this package if you need to process 200 bank statements.
Take this package if you need to process big number of bank and credit card statements and get the best price.
1
USD
per bank statement
10 credits
for
10 USD
0.5
USD
per bank statement
200 credits
for
100 USD
0.3
USD
per bank statement
1,000 credits
for
300 USD
One "credit" accounts for one bank or credit card statement conversion up to 100 transactions.
TOS rules apply. TOS available here.
Why Choose Tax-Time-Saver?
Save time. Save money. Earn more in busy Tax Season.
Receiving printouts?
Have your clients handed over bank statement printouts?
No problem! Transform them swiftly into Excel or QBO files
with Tax Time Saver.
Swamped with January's influx
of bank statement PDFs?
Relax
and streamline your process with Tax Time Saver.
Flood of PDFs in January
Business mixed with PRIV
Business expenses mixed with personal ones?
Don't worry,
Tax Time Saver helps you categorize expenses correctly.
Staff shortage?
Bookkeeping staff shortage?
Let Tax Time Saver quickly process your bank statements.
FAQ
Yes! Tax Time Saver processes both digital PDF files and scanned copies of paper bank statements. For best results, we recommend high-quality scans, but the system handles most standard scans effectively.
Tax Time Saver strives to ensure the highest accuracy, but due to the limitations of AI technology, the results should always be reviewed by an accountant. Additionally, bank statements often lack some necessary details for complete transaction categorization. This means further review and reclassification by an accountant may be required.
To assist with this, Tax Time Saver allows accountants to define custom categorization rules for each of their clients. The system will automatically apply these rules to future transactions, streamlining the process and saving time.
Yes, in most cases! Tax Time Saver automatically assigns categories to most transactions based on the descriptions and details provided by the bank. However, for transactions that are unusual or lack complete information, further review or manual adjustment by the accountant may be required.
Accountants can also define their own categorization rules for each of their clients. Tax Time Saver will automatically apply these rules to newly uploaded bank statements, ensuring consistent and accurate categorization.
Yes! Tax Time Saver allows you to export data directly into QBO files, fully compatible with QuickBooks. You can also download the data in Excel format if you prefer manual import into your accounting software.
Absolutely! We offer 10 free conversions so you can test our system and see how much it simplifies your workflow. Sign up and try it risk-free!
Absolutely! The security of your data is our top priority. We use bank-level encryption and adhere to the highest data protection standards to ensure your information is safe.
CashDirector has implemented information security management systems compliant with ISO27001, SOC2v2, and GDPR. All data is securely stored on AWS Amazon infrastructure in the USA, ensuring both compliance and robust data protection.
Your data is never shared with third parties or used for training artificial intelligence models. Once your data has been processed, you have the option to delete it easily, giving you full control over your information.
Who Can Benefit From Tax Time Saver?
Tax Time Saver is ideal for:
busy with large volumes of bank statements, in a hurry to prepare data quickly for annual tax returns during the tax season.
Video Instructions.
How Tax Time Saver Will Change Your Life During Tax Season.
About CashDirector
CashDirector is a leading fintech company revolutionizing the accounting industry. We support over 250,000 business users, collaborate with 3,000 accounting firms, and partner with 7 banks to provide innovative business management solutions. Backed by VC investors and powered by a team of over 250 employees, we are committed to simplifying accounting processes and empowering businesses to thrive.
+250,000
users
accounting partners
3,000
full time employees
250
