Which tool should I use?
Pick the one named for your file. Each reads one kind of long, hard-to-check document and tells you what matters in it. If you open the wrong one, it says so and offers the right one.
Upload a statement or report and see what is in it.

Where your money went, from any bank.

What card payments really cost you, and hidden fees.

See why insurance claims were denied.

Gains, losses and wash sales from your broker file.

Find what differs between their statement and your records.

Who likely needs a 1099, and who is missing a tax ID.

Pull the numbers out of PDF invoices.

Find every charge that repeats.

Gross, take-home and cost by person.
Each reader is built for one kind of file you would otherwise have to go through by hand: bank statements, card processing statements, 835 remittances, vendor statements, broker trade history and a year of vendor payments. Drop the file in and it tells you what is going on in plain language.