| What it does | Browser-local file utility for converting bank CSV, QBO and OFX files for QuickBooks
| Send your client one link to the finished work
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| Stage | Not given
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| Founded | Not given
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| Based in | CN
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| Pricing model | Free
| Freemium
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| Pricing | Not given
| Free: $0, Starter: $8/mo, Pro: $19/mo, Agency: $49/mo
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| Key features | - CSV formatter for QuickBooks Online 3 and 4-column formats
- QBO to audit CSV conversion with supported fields and metadata
- OFX to audit CSV conversion for bank and card statements
- CSV to QBO beta for candidate file testing
- Browser-local file processing without server upload
- Preview rows and errors before export
- Support for CSV, TXT, XLS, XLSX, QBO and OFX input formats
- File size limit up to 20 MB with 50,000 transaction row capacity
- Duplicate transaction warnings without automatic deletion
- File format guides and import troubleshooting documentation
| - Opens on any phone without download or app
- Update file and link stays the same
- QR codes for print
- Password protection and expiring links
- Custom domains
- View count and visitor tracking
- Email gate and lead capture
- Smart links with routing logic
- API access for AI agents
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| What makes it different | - No signup or source-file upload required
- All processing happens locally in the browser with no server submission
- Privacy-first approach with no file upload to servers or analytics providers
- Multiple file format support with audit CSV exports for review
- Independent product not affiliated with Intuit or QuickBooks
| - Clients don't need an account or to download files
- Link stays the same when you update the file
- Professional presentation instead of file folders
- View tracking and visitor analytics
- Free trial with Pro features for 7 days
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 11 ● no change since last check |
| Trust Flow (Majestic) | 6 | 2 |
| Citation Flow (Majestic) | 21 | 18 |
| Referring domains (Majestic) | 5 | 8 |