co_presentWalkthrough
See it work on your statements
The quickest demo is trying it: upload a statement and you'll see the result in under a minute, free. If you'd rather talk it through, especially for a team, ask for a walkthrough.
- check_circleNo sales team: you'll speak to the founder
- check_circleBring your own statements
- check_circleReply by email, usually within a day
How it works
What happens when you ask
mail
1You email us
The button opens an email with a few questions filled in.
event
2We agree a time
We reply with times that suit your time zone.
co_present
3We walk through it
On a screen share, using statements from your banks.
What we'll cover
Useful things to ask about
account_balance
Your banks
Send a sample or two beforehand and we'll check they convert and reconcile.
sync_alt
Your software
Which export suits your Xero, QuickBooks, Quicken or Tally setup, and the quirks to know.
api
The API
For firms and finance teams: async jobs, webhooks and the SDKs.
sell
Volume and pricing
Which plan fits, and what's possible above 2,000 pages a month.