Convert Bank Statements
to Excel / QBO in 1 minute
from 30 cents per 1 bank statement
Tax Time Saver uses advanced artificial intelligence technology to extract data from bank and credit card statements from various banks.
80% manual work reduction
Have your clients handed over bank statement printouts?
Swamped with January's influxof bank statement PDFs?
Bookkeeping staff shortage?
No problem! Transform them into Excel or QBO files swiftly with Tax Time Saver.
Relax and streamline your process with Tax Time Saver.
Let Tax Time Saver quickly process your bank statements.
Tax Time Saver automatically assigns categories to most transactions based on the descriptions and details provided by the bank.
Accountants can also define their own categorization rules for each of their clients. Tax Time Saver will automatically apply these rules to newly uploaded bank statements, ensuring consistent and accurate categorization.
Make more out of your Tax Season
Address Bookkeeper Shortages by Engaging Less Experienced Assistants
Increased Revenue by Serving More Clients
Reduced Operational Costs by Improving Efficiency
Scalable Business Operations During Peak Seasons:
They Trusted Us
"This software has been a lifesaver during tax season. We can process statements faster and focus on providing better service to our clients."
Robert K.,
CPA
Jessica L.,
Senior Accountant
"Before Cash Director, we wasted so much time manually inputting data. Now, we simply upload PDFs, and the system does the rest. It's a game-changer for our firm."
Emily R.,
Bookkeeper
"I’ve saved countless hours of tedious work thanks to the automated categorization. It’s made my job as a bookkeeper so much easier!"
PRO
0.5
USD
per bank statement
Buy 200 credits x $0.5 = $100
200 credits
for
100 USD
TRY IT OUT
1
USD
per bank statement
One "credit" accounts for one bank or credit card statement conversion. TOS rules apply. The TOS is available here.
10 credits
for
10 USD
ADVANCED
0.3
USD
per bank statement
1000 credits
for
300 USD
Buy 1000 credits x $0.3 = $300
Take this package to try the solution how it works on your bank statements.
Take this package if you need to process 200 bank statements.
Take this package if you need to process big number of bank and credit card statements and get the best price.
About CashDirector
CashDirector is a leading fintech company revolutionizing the accounting industry. We support over 250,000 business users, collaborate with 3,000 accounting firms, and partner with 7 banks to provide innovative business management solutions. Backed by VC investors and powered by a team of over 250 employees, we are committed to simplifying accounting processes and empowering businesses to thrive.
+250,000
users
3,000
accounting partners
250
full time employees
Questions and answers
Yes! Tax Time Saver processes both digital PDF files and scanned copies of paper bank statements. For best results, we recommend high-quality scans, but the system handles most standard scans effectively.
Tax Time Saver strives to ensure the highest accuracy, but due to the limitations of AI technology, the results should always be reviewed by an accountant. Additionally, bank statements often lack some necessary details for complete transaction categorization. This means further review and reclassification by an accountant may be required.
To assist with this, Tax Time Saver allows accountants to define custom categorization rules for each of their clients. The system will automatically apply these rules to future transactions, streamlining the process and saving time.
Yes, in most cases! Tax Time Saver automatically assigns categories to most transactions based on the descriptions and details provided by the bank. However, for transactions that are unusual or lack complete information, further review or manual adjustment by the accountant may be required.
Accountants can also define their own categorization rules for each of their clients. Tax Time Saver will automatically apply these rules to newly uploaded bank statements, ensuring consistent and accurate categorization.
Yes! Tax Time Saver allows you to export data directly into QBO files, fully compatible with QuickBooks. You can also download the data in Excel format if you prefer manual import into your accounting software.
Absolutely! We offer 10 free conversions so you can test our system and see how much it simplifies your workflow. Sign up and try it risk-free!
Absolutely! The security of your data is our top priority. We use bank-level encryption and adhere to the highest data protection standards to ensure your information is safe.
CashDirector has implemented information security management systems compliant with ISO27001, SOC2v2, and GDPR. All data is securely stored on AWS Amazon infrastructure in the USA, ensuring both compliance and robust data protection.
Your data is never shared with third parties or used for training artificial intelligence models. Once your data has been processed, you have the option to delete it easily, giving you full control over your information.
Get 10 FREE conversions NOW.
Go ahead!
Test our product for free.
Save 80% of the processing time
in a busy Tax Season.
