Exact Statement

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.