| What it does | Send large files by link with no monthly cap on transfers
| Convert bank statement PDFs into clean Excel, CSV, and JSON files
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Freemium
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| Pricing | Free: $0, up to 2 GB per transfer, 2 GB storage, 2 days lifetime. Ultimate: $16.99 per user per month, up to 200 GB per transfer, 1 TB storage per seat, 30 days lifetime. Enterprise: Custom pricing.
| Free: $0/mo with 6 pages/day anonymous or 10 pages/day signed in. Starter: $15/mo for 500 pages or OFX/QFX conversions per month. Growth: $30/mo for 1,500 pages or OFX/QFX conversions per month. Professional: $50/mo for 5,000 pages or OFX/QFX conversions per month.
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| Key features | - Send files up to 2 GB on Free, 200 GB on Ultimate
- Password protection for transfers and reviews
- Download limits per transfer
- Automatic transfer expiry up to 30 days
- Client comments and freehand markup on files
- Activity log of all comments and approvals
- Team management and collaboration
- No monthly cap on transfers
- Recipients do not need an account
| - Convert PDF bank statements to Excel (XLSX) with one row per transaction
- Export as CSV for accounting software imports
- Download transactions as structured JSON
- Support for scanned PDFs and image files (JPG, PNG)
- Handle password-protected PDF statements up to 50MB
- Convert credit card statements to Excel or CSV
- Preview extracted data before downloading
- Convert OFX and QFX files to Excel, CSV, PDF, or QBO
- Mobile browser support for uploading and downloading
- No signup required for free preview before download
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| What makes it different | - No monthly transfer cap on any plan
- Recipients don't need accounts to download files
- Integrated client approval and feedback tool
- Activity log keeps feedback organized across one place
- Flexible storage that returns when files are deleted
| - Free start with no signup, preview extracted data before committing to paid plan
- Supports scanned statements and image files in addition to PDFs
- Handles password-protected PDFs without requiring manual unlock
- AI-assisted extraction with multiple output formats in one workflow
- Works with common bank and credit card statement layouts from major institutions
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 6 ▼ −1 (down) since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 7 |
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| Citation Flow (Majestic) | 22 | 23 |
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| Referring domains (Majestic) | 27 | 66 |
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FinConv