Process PDF Bank Statements
Upload Chase or Amex bank statement PDFs and convert them to CSV format using Google DocAI.
Start PDF ProcessingCSV Reconciliation Tool
Upload two CSV files to find discrepancies and reconcile transactions.
Start ReconciliationQuickBooks Register Converter
Convert QuickBooks register spreadsheets (XLS/XLSX) into the standardized CSV format for manual reviews or other tools.
Convert QuickBooks FileGL Reclassifier
Upload a QuickBooks General Ledger to detect misclassifications, personal expenses, and capitalization issues with AI-powered analysis.
Start GL AnalysisP&L Review
Upload a QuickBooks P&L Comparison CSV for an instant AI-powered CPA brief — flags, variances, quick fixes, and client questions.
Review P<ax Return Analysis
Upload a Drake tax return comparison PDF for AI-powered review — flags, tax-saving opportunities, and planning Q&A.
Analyze Tax Return