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Simple, credit-based pricing

CSVs are always free. PDFs use credits — 1 credit per page.

Every upload is checked against the totals your statement prints about itself.

Start free: 50 PDF credits when you create an account, no card required.

Credit Pack
Pay once, use anytime

$15 one-time

  • 300 PDF credits
  • Credits never expire
  • Unlimited CSV, Excel & OFX/QFX parsing
  • Batch upload — combine multiple files into one table
  • Clean CSV and Excel export

QuickBooks (.QBO) and Xero exports, plus saved column-mapping templates, need a Pro or Firm plan — not included in the pack.

Pro
For regular use

$190/yr

≈$15.83/mo, billed yearly

  • 600 PDF credits/month
  • Custom column mapping templates
  • .QBO (QuickBooks) and Xero export
  • Unlimited CSV, Excel & OFX/QFX parsing
  • Batch upload — combine multiple files into one table
Firm
For practices running client books

$490/yr

≈$40.83/mo, billed yearly

  • 2000 PDF credits/month
  • Custom column mapping templates
  • .QBO (QuickBooks) and Xero export
  • Unlimited CSV, Excel & OFX/QFX parsing
  • Batch upload — combine multiple files into one table
  • Priority email support

How we compare

Competitor figures are from each company's own pages, checked on 27 September 2026: ClearlyLedger, ClearlyLedger security, ClearlyLedger pricing, DocuClipper, DocuClipper security, DocuClipper pricing, Rocket Statements, Rocket Statements privacy policy. Their pages change, so confirm current details before deciding.
 ZeroParseClearlyLedgerDocuClipperRocket StatementsManual Excel
Extraction method
Deterministic — no AI
Not disclosed
Rules-based for bank statements
AI, via an outside AI provider
You, by hand
Statement self-check against its own totals
Every file, automatically
Balance verification before export
Ties rows to opening and closing balances
Not disclosed
Only if you do it yourself
Uploaded statements kept on the server
Never — discarded once extracted
PDF deleted within 60 seconds; outputs kept up to 1 hour
30 days (Starter) up to 5 years (Enterprise)
Stored by default; auto-delete can be configured
N/A — never leaves your machine
Batch / multi-file upload
Included, every tier
Professional plan ($30/mo) and up
Every plan; no free plan
Every plan; 7-day free trial
One at a time
Starting price
$15 one-time, or $19/mo for 600 credits
Free (2 pages/day), $15/mo for 500 pages
$20/mo for 60 pages; 14-day free trial
$8/mo billed yearly for 1,200 pages a year, or $15 monthly
Free — costs your time instead

100% Private CSVs

CSVs parse locally in your browser and never touch our servers.

Zero-Retention PDFs

PDFs are processed in-memory and destroyed the instant extraction finishes.

No Data Training

We never store financial data or send it to third-party LLMs.

No ad networks, no data brokers, no AI training on your documents. Error monitoring and page analytics are scrubbed of document contents.