Balance-verified AI bank-statement extraction for accountants, in Google Sheets & Excel

Self-serve B2B SaaS on recurring subscriptions. Four tiers, from $15 to $90/month, sized by annual page volume. Customers pay monthly or annually; annual plans carry a 30% discount and are collected upfront, and 43% of paying subscribers are on annual plans. Customers are accountants, bookkeepers, tax preparers and mortgage brokers. They find the product through the Google Workspace Marketplace (1,000+ installs), the Microsoft Marketplace and organic search. Billing runs through Stripe, and sign-up, onboarding and billing are fully automated.

A multi-stage AI OCR pipeline built on OpenAI models turns PDFs, scans and photos of bank statements into structured transaction data in under 30 seconds. Outputs: Excel, CSV, JSON, QBO and OFX. The app runs on DigitalOcean and AWS, the frontend on Vercel, and billing on Stripe. Native integrations include a Google Sheets add-on (Google Workspace Marketplace), a Microsoft Excel add-in (Microsoft Marketplace), QuickBooks Online and Desktop, Xero, and a JSON/API export for automation. Infrastructure is lean: total vendor cost of revenue is about 10.8% of net revenue.

Several high-return levers are available to a new owner: 1) Reinvest in acquisition. Demand is proven: new paying subscriptions ran at up to ~100 a month in early 2026 (97 in January, 92 in March). Acquisition activity has dropped since spring, and the channels are intact. 2) Optimise the marketplace listings. The Google Sheets add-on has 1,000+ installs but only a handful of public reviews. Marketplace rank responds directly to review volume, so this is low-cost and compounding. 3) Move monthly subscribers to annual plans. 57% of subscribers still pay monthly. Annual plans churn less and collect cash upfront. 4) Win back dormant accounts. A large pool of past subscribers paused rather than cancelled and still have a payment method on file, which makes them a natural target for a structured win-back campaign. 5) Pricing and packaging. Add usage-based overage and team or firm tiers for accounting practices. There is also cross-sell potential for any acquirer already selling to accountants and bookkeepers. 6) Product. Build on the API and JSON export for accounting-platform integrations, and expand bank-format coverage internationally.

We are a holding company that acquires and operates micro-SaaS businesses. We're putting our capital and team time into a new venture, and selling this business to fund that focus. It is not being sold because of any problem. It is profitable, runs with no staff and has a loyal, unconcentrated customer base. A dedicated owner who reinvests in acquisition and the marketplace channels can grow it considerably. We'll provide a smooth handover and transition support.