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Statements · Checks · 1099-B · Excel

Turn PDF statements into organized spreadsheets

Extract bank statements, credit cards, checks, and 1099-B forms into review-ready spreadsheets.

Statements

Bank, credit card, and 1099-B PDFs into clean Excel.

Checks → Excel

Read check images and statement pages into rows.

PDF → Excel

Preserve layout while converting tables to sheets.

Vendor cleanup

Normalize messy payee names before you export.