Extensions

Import bank statement data directly into the tools you already use.

Chrome

Chrome Extension

Coming soon

Side panel that stays open while you browse. Upload a PDF, analyze spending or convert to CSV/Excel/QIF — all without leaving your tab.

  • ✓ Side panel stays open while browsing
  • ✓ Analyze spending with AI
  • ✓ Convert to CSV, Excel, QIF, OFX, QBO
  • ✓ View recent analyses & exports
Google Sheets

Google Sheets Add-on

Coming soon

Import transactions from a bank statement PDF straight into your spreadsheet. Pick a file from Drive, choose raw or categorized — data lands in your sheet.

  • ✓ Select PDF from Google Drive
  • ✓ AI categorize on/off toggle
  • ✓ Creates new sheet tab per import
  • ✓ Date, Description, Amount, Category columns
X

Excel Add-in

Coming soon

Ribbon button in Excel opens a sidebar. Select a PDF from your computer, import transactions as a formatted table. Works in Excel Online and Desktop.

  • ✓ Upload PDF directly from your computer
  • ✓ AI categorize on/off toggle
  • ✓ Formatted Excel table output
  • ✓ Works in Excel Online + Desktop