Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Keep invoice entries linked to their source PDFs in email.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Prepare bank transactions for import and flag entries needing review.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.