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Frequently Asked Questions
Is my financial data safe?
Yes! We process your data securely and automatically delete it after your session ends. We never permanently store your bank statements or transaction details.
What file formats are supported?
We support CSV, PDF (including password-protected), Excel (XLS/XLSX), and OFX file formats from any bank.
Is the service free to try?
Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Pro is $15/month or $99/year for 400 pages per month. See the pricing page for details.
How accurate is the AI categorization?
Our AI is highly accurate for most transactions, but you can always review and adjust categories in the exported Excel file to suit your specific needs.