1. Process Statement PDFs
Upload credit card or bank statement PDFs — auto-detected, extracted to CSV, and reconciled against the statement's own totals.
Start PDF Processing2. QuickBooks Register Converter
Convert QuickBooks register spreadsheets (XLS/XLSX) into the standardized CSV format for reconciliation.
Convert QuickBooks File3. CSV Reconciliation Tool
Match the two CSVs, classify exceptions, and produce a printable bank reconciliation.
Start ReconciliationGL Reclassifier
Upload a QuickBooks General Ledger to detect misclassifications, personal expenses, and capitalization issues with AI-powered analysis.
Start GL AnalysisP&L Review
Upload a QuickBooks P&L Comparison CSV for an instant AI-powered CPA brief — flags, variances, quick fixes, and client questions.
Review P<ax Return Analysis
Upload a Drake tax return comparison PDF for AI-powered review — flags, tax-saving opportunities, and planning Q&A.
Analyze Tax Return