The fastest way from bank PDF to clean, categorized data

TurnbankPDFsintocleandata—instantly.

Drop any bank PDF. Every transaction extracted, AI-tagged by category, and export-ready in under 5 minutes.

Start for Free →

★★★★★

Used by bookkeepers, investors & business owners

✦ Interactive — no sign-up needed

Live Demo — Try it yourself

Select any statement · Search & sort rows · Click ✦ AI Tag to auto-categorize · Use the eraser to remove tags

Select any statement · Search & sort rows
Click ✦ AI Tag to auto-categorize
Use the eraser to remove tags

DocuBalance — Statement Viewer

TD Business Chequing — April 2024

Extracted via OCR · 50 transactions

⚡ OCR50 rows

Date	Description	Amount	Category	Notes

Export:

Why DocuBalance

PDF in. Clean data out.
Every time.

From a raw, unreadable bank PDF to a fully categorized, export-ready workbook — in under 5 minutes. No manual entry. No formulas. No headaches.

For Bookkeepers

✓Process 50 client PDFs in the time it used to take one
✓AI tags every transaction the second it's extracted
✓Batch upload multiple banks & months at once
✓Hand off a clean, client-ready workbook immediately
✓Per-category totals built in — zero pivot tables
✓Files deleted instantly after processing — fully compliant

For Business Owners & Investors

✓Know exactly where your money went — in 5 minutes
✓No accounting background, no software training needed
✓Works with TD, RBC, Chase, Amex & 100+ banks
✓Give your accountant exactly what they need — first try
✓Export to Excel, CSV, QuickBooks, Xero & more
✓Cover pages & fine print never eat into your limit

For Freelancers & Side Hustlers

✓Prep a full year of statements in one sitting
✓Tax-ready categories: Travel, Meals, Software & more
✓Stop paying your bookkeeper to do data entry
✓Runs in your browser — nothing to download or install
✓Free to start, no credit card required

Core Features

Your competitors
do this by hand.

Every feature was built to eliminate one painful manual step between a raw PDF and finished books.

OCR-powered extraction

Advanced OCR technology extracts dates, amounts, and descriptions from any PDF automatically — no copy-paste, ever. Works with all bank formats, scanned PDFs, and hand-written fields.

TD BankRBCChaseAmex+100 more

AI Smart Tagging

The moment your PDF is processed, AI reads each merchant name and suggests the right category — Marketing, Software, Travel, and so on. Every suggestion is editable. Turn it on or off anytime inside the tool.

✦ AI-powered · Optional

11 preset + custom categories

Marketing, Software, Travel, Meals, Payroll and more. Add your own categories for any client or business type.

MarketingOperationsTravelMeals

Accountant-ready export

One click exports a polished workbook with all tags, notes, and per-category totals — ready to hand off as-is.

.xlsx.csv.json

Batch multi-PDF processing

Upload multiple months or accounts at once. Everything merges into one unified table — no jumping between files.

Multiple banksMultiple months

Files deleted instantly after conversion

Every PDF is permanently purged after processing. No storage, no backups, no exceptions.

Privacy by design

Fair page counting — only real data pages count

Your plan limit only counts pages that actually contain transaction data. Cover pages, terms and conditions, intro pages, and blank filler are automatically detected and excluded. A 12-page statement with 4 pages of fine print? You're charged for 8 pages, not 12.

✦ Smart · Fair · Automatic

How it works

Done in three steps

📄

Step 01

Drop your PDF

Any bank, any format, any country. Drag and drop — DocuBalance handles the rest.

✦

Step 02

AI tags everything

Every transaction gets a category suggestion instantly. Approve in one click or customize to your workflow.

🚀

Step 03

Export & hand off

One click. A polished, categorized workbook with totals — ready for your accountant, QuickBooks, or Xero.

Who uses DocuBalance

If you get a bank PDF,
you’re wasting time you don’t have to.

Bookkeepers juggling 20 clients. Real estate investors tracking rental income. Freelancers prepping for tax season. Business owners who just need their numbers clean. One tool, one workflow, zero manual data entry.

AccountantsBookkeepersPlumbersPaintersDog WalkersFreelancersReal Estate AgentsElectriciansLandscapersRestaurant OwnersPersonal TrainersPhotographersContractorsCleaning ServicesTax PreparersE-commerce SellersConsultantsTherapistsNail SalonsTruckersArchitectsMarketing AgenciesAccountantsBookkeepersPlumbersPaintersDog WalkersFreelancersReal Estate AgentsElectriciansLandscapersRestaurant OwnersPersonal TrainersPhotographersContractorsCleaning ServicesTax PreparersE-commerce SellersConsultantsTherapistsNail SalonsTruckersArchitectsMarketing Agencies

6hrs

Saved per month, per account

The average business owner spends 6+ hours monthly matching, copying, and categorizing transactions by hand.

$400+

Saved in bookkeeper fees

At $65–$100/hr, outsourcing statement cleanup costs hundreds every month. DocuBalance does it in minutes.

<5min

To go from PDF to clean data

Upload. Auto-extract. Auto-categorize. Export. What used to take an afternoon now takes less time than a coffee break.

Before DocuBalance

✕ Open PDF, manually read each line
✕ Type or copy into a spreadsheet
✕ Manually assign categories one by one
✕ Build totals with formulas
✕ Reformat for your accountant
✕ Repeat every month, every account

→

With DocuBalance

✓ Upload PDF — everything extracted instantly
✓ Smart category suggestions filled in — review in seconds
✓ Per-category totals built automatically
✓ Export a polished workbook in seconds
✓ Accountant gets it ready to use
✓ Done in minutes, not hours

Customer Stories

Real people. Real time saved.

Bookkeepers, investors, and business owners who stopped doing it the hard way.

“

★★★★★

I manage books for 14 clients. Every month I was drowning in PDFs. DocuBalance cut my statement processing time by 80%. I don’t know how I did this job without it.

Sarah Chen

Independent Bookkeeper

“

★★★★★

I have 4 rental properties and was spending a full Sunday every month sorting transactions. Now I upload all my bank PDFs, the AI does the categorizing, and I’m done in 20 minutes. Game changer for tax season.

Marcus Rodriguez

Real Estate Investor

“

★★★★★

I used to pay my bookkeeper $300 to clean up my statements before sending to my accountant. I do it myself now in under 10 minutes. That’s $3,600 a year back in my pocket.

Jennifer Park

Freelance Consultant

Simple Pricing

Start free. Scale as you grow.

One bookkeeper with 20 clients. The Professional plan pays for itself after one hour of saved work. No credit card to start.

✦ Only pages with real transaction data count — cover pages, terms & filler are always free.

MonthlyYearly

Save 30%

1,100pages / year+ 200 bonus pages

3,500pages / year+ 500 bonus pages

8,800pages / year+ 1,000 bonus pages

Starter

Individual

Perfect for solo operators, freelancers, and small business owners.

⏱ Save ~6 hrs/month

$39/month

✓75 data pages/month — cover & terms pages never count
✓OCR-powered transaction extraction
✓AI Smart Tagging
✓Batch upload — multiple PDFs at once
✓All preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Unlimited saved projects
✓Files deleted instantly after conversion
✓Email support

+ 10 free data pages on sign-up (one-time)

✦ Most Popular

Professional

Best for bookkeepers and accountants handling multiple clients.

⏱ Save ~24 hrs/month

$99/month

✓250 data pages/month — cover & terms pages never count
✓OCR-powered transaction extraction
✓AI Smart Tagging (optional)
✓Batch upload — multiple PDFs at once
✓All preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Unlimited saved projects
✓Files deleted instantly after conversion
✓Priority support

+ 10 free data pages on sign-up (one-time)

Business

Built for accounting firms managing high statement volumes.

⏱ Save 60+ hrs/month

$199/month

✓650 data pages/month — cover & terms pages never count
✓OCR-powered transaction extraction
✓AI Smart Tagging (optional)
✓Batch upload — multiple PDFs at once
✓All preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Unlimited saved projects
✓Files deleted instantly after conversion
✓Larger file sizes & batch processing limits
✓Multi-user team access
✓SLA-backed support

+ 10 free data pages on sign-up (one-time)

Security & Privacy

Your financial data is
treated with zero tolerance.

We built DocuBalance with a single rule: your documents are yours. They pass through, they don’t stay.

Deleted in 60 seconds

Every uploaded PDF is permanently and automatically deleted from our servers within 60 seconds of processing. No exceptions, no backups, no retention.

Encrypted in transit

All data transferred between your browser and our servers is protected by TLS encryption. Your statements are never sent or received in plain text.

Fully browser-based

All categorization, filtering, and tagging runs entirely in your browser session. Nothing is stored server-side between actions — your workspace stays on your device.

Never sold, shared, or used for training

Your financial data is never sold, shared with third parties, or used to train any AI models — ours or anyone else’s. What you upload is processed and immediately discarded.

No Excel required — ever

Tag, rename, filter, add notes, and delete rows directly inside DocuBalance. Everything is editable in real time before you export — no spreadsheet juggling needed.

Transparent by design

No hidden tracking, no dark patterns. We state exactly what happens to your files — and we mean it. Privacy isn’t a policy checkbox here, it’s how the system was built.

TurnbankPDFsintocleandata—instantly.

Live Demo — Try it yourself

PDF in. Clean data out.
Every time.

Your competitors
do this by hand.

Done in three steps

Drop your PDF

AI tags everything

Export & hand off

Your data,
where you need it

If you get a bank PDF,
you’re wasting time you don’t have to.

Numbers that
actually mean something

Real people. Real time saved.

Frequently asked questions

Start free. Scale as you grow.

Your financial data is
treated with zero tolerance.

Ready to stop doing it
the hard way?

TurnbankPDFsintocleandata—instantly.

Live Demo — Try it yourself

PDF in. Clean data out.Every time.

Your competitorsdo this by hand.

Done in three steps

Drop your PDF

AI tags everything

Export & hand off

Your data,where you need it

If you get a bank PDF,you’re wasting time you don’t have to.

Numbers thatactually mean something

Real people. Real time saved.

Frequently asked questions

Start free. Scale as you grow.

Your financial data istreated with zero tolerance.

Ready to stop doing itthe hard way?

PDF in. Clean data out.
Every time.

Your competitors
do this by hand.

Your data,
where you need it

If you get a bank PDF,
you’re wasting time you don’t have to.

Numbers that
actually mean something

Your financial data is
treated with zero tolerance.

Ready to stop doing it
the hard way?