QuickBooks can’t reconcile itself. We can.
Reconciliation needs the statement, and your bank feed will never hand you one. So we sign in to every portal you own, answer the codes they text, take the PDF, and give QuickBooks figures that match it. Dozens of accounts. Every month. While you are doing something better.
Already fluent in 51 portals, and counting:
36
ready for any customer today, 15 more in testing
100%
of collected statements converted to CSV, zero OCR failures
1
code you answer, instead of one per portal
You already know how this month is going to go.
Not because the work is hard. Because it is long, it is manual, and nobody can do it but you — the portals are behind your passwords and your phone.
01
Forty logins, and every portal buries its statements somewhere different.
02
Six texted codes, each one expiring while you find your phone.
03
Statements that vanish — most portals keep six to eight months, then it is gone for good.
04
Numbers typed by hand into QuickBooks, at nine at night, across every business you own.
You do one thing. We do the rest of them.
Four moves, in order, every month, whether or not you remember it is month end.
1
You connect an account. Once.
Type the login the one time. It is encrypted before it leaves your keyboard and sealed in a vault only you can open. You will not type it again.
2
We sign in everywhere at once
Every portal, every business, in parallel — banks, cards, processors, lenders, the store card nobody remembers. We walk to the statements page the way a person would, because that is the only way in.
3
A code arrives. It gets answered.
Verification codes are the wall that killed every tool before us. Answer from whichever screen is nearest, or let the Mac app read it and answer for you, and the run never stops.
4
QuickBooks gets numbers that match
We read the balances and the closing date off the PDF itself, hand QuickBooks a CSV built from them, and file the original behind it. Every figure has a document standing under it.
Four apps. Install them all and month end stops needing you.
Each one removes a different reason you are still in the loop. The web app runs the work, your phone travels with the codes, your Mac answers them without being asked, and your browser stops you keeping passwords anywhere else. We label each one with where it honestly stands.
On the web
Live todayThe full archive. Add accounts, start a run, watch every step narrate itself, pull any statement or CSV back out.
On your iPhone
In private testingThe code lands on your phone, so answer it there. Start a run from a parking lot; approve a portal from bed.
On your Mac
In developmentYour Mac already receives the codes your bank texts you. This reads them where they land and answers for you — so a run finishes with nobody watching it.
In your browser
In developmentThe vault you already paid for, everywhere you already work. It fills the logins we keep, so you stop keeping a second copy somewhere worse.
A password manager comes with it.
We already hold these logins — we have to, or we cannot sign in for you. So they live in a vault that is yours: encrypted with a key cut for your account alone, organised by business, revocable in one click. That is a product people pay for on its own. Here it is a side effect.
Your logins. Your key. Your call.
Sorted into vaults per business, so the bookkeeper who closes one entity never sees the others. Cut off a login and the next run simply skips it — no email to us, no ticket, no waiting.
Watch it work.
No spinner, no mystery. Your dashboard narrates itself as it goes: signing in, code needed, downloading July. If a portal blocks us, it says so in those words. A run that found nothing is reported as a run that found nothing — an empty archive is never dressed up as a success.
Live activity
Twenty-five accounts for $400. Work it out per account.
It is sixteen dollars an account, per month, for the one job nobody wants and nobody can delegate — because it needs your password and your phone. Put a person on it instead and you are paying that for the first ninety minutes.
$16
per account, per month
Twenty-five accounts on Growth, statements included. No charge per statement, ever.
8–15 hrs
what it takes by hand
Across a few dozen accounts and several businesses — the number owners give us before they switch.
Every month
for as long as you own them
The work does not shrink. It arrives again in thirty days, and again after that.
Give it your worst month.
Connect one account free and watch a statement arrive without you fetching it.