Exact Statement is a specialized tool designed to streamline financial workflows by converting PDF bank statements into CSV and Excel formats compatible with QuickBooks Online and Xero.
Key Features:
- PDF to CSV/Excel Conversion: Quickly transform bank statement PDFs into import-ready files.
- QuickBooks & Xero Compatibility: Output formats tailored for seamless integration with popular accounting software.
- Batch Upload: Process multiple PDFs simultaneously, supporting files up to 100 MB and 1,000 pages.
- Secure Data Handling: TLS/SSL encryption ensures data security, with options to delete files anytime or auto-delete in 24 hours.
- Preview Before Export: Review and verify extracted data before finalizing the export.
Target Users:
- Bookkeepers and Accountants: Save time on manual data entry and reduce errors.
- Small Business Owners: Simplify financial record-keeping without needing advanced accounting skills.
- Finance Teams: Efficiently manage large volumes of bank statements with batch processing.
Unique Selling Points:
- Accuracy: Automated normalization of dates, descriptions, and amounts ensures clean, reliable data.
- Flexibility: Choose between different CSV formats for QuickBooks or Xero, or export to Excel for custom workflows.
- Security: Local file validation and secure storage options provide peace of mind for sensitive financial data.
