A bank statement extraction platform built for accountants, bookkeepers, and tax preparers who need accurate transaction data in Google Sheets, Excel, and common accounting formats. The software uses a geometry-first extraction engine to rebuild transactions from exact word coordinates, while language models are limited to tightly scoped judgments and cannot add or remove rows. Each document is verified through arithmetic by replaying extracted transactions against the statement’s printed running balances, producing a per-document quality verdict. Key Highlights ✅ Bank statement extraction software built for accountants, bookkeepers, and tax preparers ✅ Geometry-first engine rebuilds transactions from exact word coordinates ✅ Balance verification checks extracted transactions against printed running balances ✅ Supports OCR for scans and photos, with parallel page processing ✅ Exports to Excel, CSV, JSON, QBO, and OFX ✅ Distributed through a Google Sheets add-on with 1,000+ installs and an Excel add-in, with reported profitability at 83.5% gross margin
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.