Upload bank statements and books in Excel, CSV, PDF or Word β password-protected PDFs are fine, you'll simply be asked for the password β and generate a Big-4 style financial report: cover, compilation report, receipts & payments, bank summary, bank reconciliation annexure, notes and a signature page. Print it straight to a perfect A4 PDF.
Any format β Excel Β· CSV Β· TXT Β· PDF (password-protected OK, you'll be asked; scanned read by OCR) Β· Word Β· credit-card e-statements Β· files or whole folders
Β· Β· or drag & drop
Tally Β· Focus Β· Zoho Books Β· QuickBooks Β· any Excel/CSV/PDF/Word ledger export
Β· Β· or drag & drop