Financial Operations,
Fully Automated.
Built for scale.A Complete Data Platform
Privacy First
PDF processing happens 100% locally. Bank connections use secure, regulated Open Banking APIs.
Hybrid Sources
Upload old PDFs for historical data, or connect your bank for daily real-time updates.
Standardized Data
Get a unified Excel format regardless of the source bank or input method.
How It Works
Flexible intake, standardized output
Source A: Manual
Drag & drop PDF statements for privacy-focused historical data extraction.
Source B: Automatic
Connect your bank account securely for daily, hands-free transaction syncing.
Smart Harmonization
Our engine standardizes data from any source into a single, unified structure.
Unified Export
Download clean, standardized Excel files ready for your accounting software.
Who It's For
Built for finance professionals who need accurate data
Fractional CFOs
Manage data for multiple clients in one dashboard.
SME Founders
Stop manual data entry and get real-time financial visibility.
Accountants
Process client statements instantly without chasing passwords.
Finance Teams
Automate daily reconciliation with direct bank feeds.
Why Choose Us
The only platform that handles both history and real-time
Privacy by Design
We don't store your PDFs. You control your data flow.
Zero Friction
Start with a PDF upload. Upgrade to auto-sync when you're ready.
Universal Standard
One consistent Excel format for all your banks and clients.
Bank-Grade Accuracy
Direct API feeds and high-precision parsing you can trust.
Ready to Automate Your Finances?
Join the platform that adapts to your workflow.