Turn messy bank statements into clean books in minutes

Upload messy bank statements, credit cards, and handwritten checks. One scan can include a batch of up to 50 PDFs. Conecta's premium AI engine instantly extracts transactions and generates clean spreadsheets ready for bookkeeping or tax prep.

Used by: Tax preparers • Bookkeepers • Small business accountants
Works with: QuickBooks • Excel • Google Sheets
messy_client_statement.pdf
Raw PDF
Clean Structured Data
Ready for QuickBooks
Date
Description
Amount
03/01
Home Depot - Materials
-$452.12
03/03
Client Payment ACH
+$2,500.00
03/05
Gusto Payroll Service
-$1,240.50
03/08
Stripe Payout
+$890.20
03/09
Office Supplies Inc
-$124.99

Works with the tools you already use

QuickBooks
Excel
Google Sheets

Stop wasting hours on manual data entry

Every tax season clients send: messy PDFs, scanned bank statements, screenshots, and piles of checks. You shouldn’t have to type every transaction.

Upload → Extract → Export

1 Upload

Drop bank statements, credit card statements, or check scans. No prep required. Batch upload up to 50 PDFs at once.

2 Conecta extracts transactions

Our enterprise-grade Document AI reads dates, descriptions, and amounts with high precision. Custom parsers easily handle complex bank formats and messy handwriting.

3 Export clean data

Download a spreadsheet ready for: bookkeeping, P&L creation, and tax preparation.

Built for the March 15 and April 15 deadlines

You stay in control

When a client drops a year of statements on you the week before the deadline, Conecta turns hours of manual entry into minutes of review. We highlight anything that needs attention so you can approve it before exporting.

  • Extract transactions in seconds
  • Skip manual entry entirely
  • Clean spreadsheets instantly
  • No black-box automation
Jane Doe
123 Main St.
03/05/2026
Pay to the
order of
Office Max
$ 452.12
Extracted Data
Payee
Office Max
Amount
$452.12
Date
03/05/2026
Check #
1402
Works with the documents clients actually send

Handles Real-World Documents

Bank statements

From any major or regional bank. Even scanned PDFs.

Credit card statements

Quickly extract monthly transactions from any card provider.

Handwritten checks

Reads handwritten payees and amounts with high accuracy.

Phone photos

Even messy scans and photos are processed into clean data.

"Turn hours of data entry into minutes of review. Upload your first statements and see the results instantly."

Start Automating Today

FAQ

PDF, JPG, PNG, and scanned documents.
Yes. Conecta extracts the date, payee, and amount from check images.
Excel and CSV.
One scan equals one batch upload of up to 50 PDFs. Whether you upload a single handwritten check or a batch of statements together, it counts as one scan.
No problem. If you go over your 10 included scans, additional scans are billed at $7 each. Alternatively, you can purchase another bundle of 10 scans for $49 at any time to get the best rate.
Yes. Files are processed securely and never used to train public AI models.

The Automation Bundle

Pay for the hours you save, not just the software.
$49 / month

Includes 10 Document Scans

10 batch scans, with up to 50 PDFs per scan. Multi-Model AI extraction with custom parsers for complex checks, bank statements, and credit card statements. High-volume batching built in. Flawless export directly to Excel or CSV.

Start Automating Today
Outouts include dates, descriptions, credits, and debits only. Categorization and balances are not included.
Need more volume? Additional scans are $7 each, or simply grab another 10-scan bundle for $49.
Call Or Text 619-630-5109 📞 Book Demo 💰 View Pricing