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Publisher capabilities · listing

Convert PDF bank statements Export to CSV, Excel, QBO, or Xero List converted statements Categorize transactions Group spending by category, merchant, or month

Publisher capabilities · listing

Read balances, accounts and cards Follow credit card bills Search and total transactions Categorize and edit transactions Follow goals, recurring expenses and investments

Publisher keywords · listing

…statement to excel pdf to excel reconcile bank statement bank reconciliation quickbooks csv import categorize transactions money in and out by month bank statement pdf to excel converter pdf bank statement converter statement to excel

Publisher full description

…t it to ChatGPT to ask about your money. Bilance syncs your bank accounts, matches and deduplicates transactions, categorizes them and detects recurring payments, so ChatGPT answers from clean data across all your accounts. Ask things like: - Where did my money go last month, compared with the month before? - Whi…

Publisher full description

…books. ProfitBooks does your bookkeeping from your bank statements — upload the PDFs and it reads, categorizes and keeps your books current. Connect it to your AI assistant and ask the questions you'd ask a bookkeeper sitting next to you, whenever you want. What can you do? • Understand your profit… …k whether it has finished processing, and find missing months. • Clear your review queue: See which transactions need your review, and let your AI bookkeeper propose categories for you to confirm. Your data stays under your control Your assistant can only see the businesses, reports, transactions an…

Publisher description

…bookkeepers, and accountants review profit and loss (P&L), balance sheets, and cash flow; find and categorize transactions; and manage journal entries across the companies they can access. Choose the permissions when connecting. Read access lets the plugin retrieve and analyze your accounting data. If you exp…

Publisher description

…bers an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and read the consulting deliverables attached to each engagement, or publish a new one. Reads cov…

Publisher description

…ment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending…

Publisher description

Kick MCP connects ChatGPT to your books across your businesses and clients. Read your financials, categorize transactions, post journal entries, and close the books faster. ChatGPT drafts, you review and approve with confidence.

Publisher full description

…attach, record expenses and payments, post journal entries, add customers, vendors, items and jobs. Categorize and match bank transactions, read a bank statement and reconcile an account to $0.00, and run health checks that find duplicates and explain an account that doesn't look right. Built for trust: each connection is pi…

Publisher description

…inance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on… …in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

Publisher description

…e EU, including Germany and Poland. Connect Norman to ChatGPT to work with your invoices, receipts, transactions and accounts. Create and send invoices, organize receipts, categorize expenses, reconcile transactions and review your books. Understand your VAT figures, prepare for tax returns and year-end, and follow balances back to the documents and entries behind them.…

Publisher description

…o that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual mer…

Publisher description

…nk accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

Publisher description

…is year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recategorize and label existing ones, record balances for manual accounts, and manage categories, labels and automation rules. Your synced bank data is protected: transactions imported from a bank conne…