Start here: prepare your bank and card exports

Before you upload

Tell us which books these are.

Prepare one year of bank and card exports here, then save the ZIP and choose it in the upload step below. Your files stay in this browser until you authorize that transfer.

Use the same account label for overlapping exports of the same account. Choose the layout by its columns and signs; a bank name alone is not enough. No layout or ownership answer is selected for you.

Year and export files
Optional previous merchant/category mapping

Use a CSV with Merchant,Category,Confirmed columns; Confirmed must be yes for each row. Only confirm a mapping when it still holds for every matched purchase. A general chart-of-accounts export needs conversion first.

Categories: advertising, commissions, contract-labor, insurance, interest, legal-professional, office, equipment-rent, property-rent, repairs, supplies, taxes-licenses, travel, meals, utilities, wages, other, receipts, personal.

One calendar year of cash books

Bookkeeping catch-up pack

Review a categorized ledger, monthly cash totals, balance checks and questions grouped by merchant. Every row points back to your supplied file. Confirm the books before using them; no tax return or tax advice is included.

01 / Authorize transfer

Choose the books ZIP you prepared above.

One calendar year, USD, up to 16 owned accounts and 10,000 rows. Maximum 8 MiB ZIP, 16 MiB expanded, 4 MiB per file. Only the explicitly listed CSV layouts are accepted.

This file is sent to our server so we can run the paid report on it. It is deleted after 7 days, or sooner if you delete it. The free tools on this site never send your file anywhere.

Restore an existing order with a private key

The key is read locally, then its credentials are checked by this service. It cannot make an unpaid order paid.