File tools

Read a statement in plain language, or convert it to the format you need.

Read and analyze

Bank Statement Analyzer

Where your money went, from any bank.

Payment & Merchant Statement Analyzer

What card payments really cost you, and hidden fees.

835 Remittance Analyzer

See why insurance claims were denied.

Trade History Analyzer

Gains, losses and wash sales from your broker file.

Vendor Statement Reconciliation

Find what differs between their statement and your records.

1099 Vendor Analyzer

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

Invoice Reader

Pull the numbers out of PDF invoices.

Subscription Finder

Find every charge that repeats.

Payroll Report Reader

Gross, take-home and cost by person.

Convert and clean

Bank Statement Converter

PDF statement to Excel or QuickBooks.

PDF to Excel Converter

Pull the tables out of any PDF.

CSV to Excel Converter

CSV to Excel, or Excel back to CSV.

Excel to PDF Converter

Turn a spreadsheet into a clean PDF.

JSON to Excel Converter

Turn a JSON file into a table.

Merge Spreadsheets

Combine many files into one.

PDF to CSV Converter

Pull a PDF table into a CSV.

Clean Spreadsheet

Remove duplicates, blanks and stray spaces.

QBO to Excel Converter

Turn QBO or OFX files into a table.

About file tools

The readers each handle one kind of document you would otherwise go through by hand, and tell you what matters in it. The converters keep your figures exactly as they are and change the format: bank statements to Excel, QuickBooks, Xero or Quicken; PDF tables to Excel or CSV; CSV, JSON and QBO files to clean workbooks.

How to use them

Pick the tool named for your file.
Upload it; several months at once works too.
Read the results or download the new file.

Frequently asked questions

Which tool should I use?

To understand a file, use the reader named for it: bank statements, card processing statements, 835 remittances, vendor statements, broker trade history, invoices, payroll reports. To change a file’s format, use a converter: a statement to Excel or QuickBooks, a PDF table to Excel or CSV, a CSV or JSON file to a workbook.

What is the difference between reading and converting?

A reader tells you what is in the file: where the money went, what fees you paid, which claims were denied. A converter gives you the same figures in another format, ready for Excel or your accounting software.

Are my files uploaded anywhere?

No. Every tool reads the file in your browser, so your files never leave your computer.