Categorize once. Applied automatically from then on.
Keyword rules and optional on-device profiles remember how you categorize each client's payees, so the work carries forward, every engagement. Nothing leaves the browser.
Bank statements, ready for the books.
Drop in any bank statement and get back clean, categorized, reconciled rows, ready to import into QuickBooks. No reformatting, no column mapping, no re-keying. You see every decision before it ships, and standard files never leave your browser.
Invite-only early access · Free to join · No card until you start.
Production-tested across major U.S. banks
The Part Nobody Bills For
Every engagement starts the same way.
A stack of bank statements in four formats, none of them what QuickBooks expects. Before the real work begins, there's an invisible pile of prep that falls off the invoice and eats into every engagement.
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Re-keying PDFs by hand
A scanned statement means manual entry. Every column, every line, transcribed before it reaches the books.
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CSV columns QuickBooks rejects
Every bank formats their export for themselves. You reformat it for QuickBooks. Every client, every month.
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Duplicates that slip through
One transaction counted twice can throw off a reconciliation. Finding them means scanning every row before export.
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Bank codes nobody recognizes
POS DEBIT SQ*PAYMT TX. The payee column is a cipher. You know what it is. It just costs time to translate it.
From dropped file to clean data.
Every transaction runs through the same deterministic sequence, automatically, on every import. No column mapping, no templates, no guessing.
See The Full Workflow
Date
Any bank layout (month-first, day-first, or ISO) resolved consistently on every import.
Payee
Terminal IDs, branch codes, and date stamps stripped. Bank shorthand becomes a name you recognize.
Amount
Debit and credit columns detected. Every expense negative, every deposit positive, consistently signed.
Category
Your keyword rules and saved profiles apply on the first pass, so recurring payees arrive pre-categorized.
How It Works
A statement goes in. Books-ready data comes out.
Five steps, one session, all on screen. Every decision is shown and reviewable, not hidden behind a black box.
More than a converter. A complete workflow layer.
Most tools just reshape columns. Balancifi categorizes the way you do, reconciles against your existing books, proves every number before it leaves your hands, and delivers a client-ready summary when it's done.
Catch duplicates before they reach QuickBooks.
Drop in a QuickBooks Online export and every row is matched against your existing books.
Duplicate: already in QuickBooks, excluded
Review: borderline match, your call
New: clean addition, cleared to import
Deterministic rules. Proof on every import.
Rule-based parsing with a full validation panel on every session. Nothing from a black box, no hidden decisions.
Balance check
Duplicate flags
Date outliers
Skip log
20CSV formats
19Excel formats
Production-tested across the major U.S. banks, plus a generic parser for the rest.
A month of client statements in one sitting.
Import a client's checking, credit card, and savings together, up to 20 files and 50,000 transactions in one session. Balancifi processes them side by side, applies your rules across all of them, and exports one clean file with 21 categories mapped straight to QuickBooks account codes.
The full picture, right in the tool.
After every import, the Analytics view breaks down cash flow, category totals, and top payees. Use it in client conversations or export it as a one-page Dashboard PDF.
One page your client can actually use.
The Dashboard PDF bundles cash flow, category totals, and top payees into a clean one-page summary. Hand it off directly: no separate reporting step, no extra tool.
Advanced PDF Analysis
For the PDFs that won't parse any other way.
Standard text-based PDFs parse right in your browser with no upload. For the ones that won't (scanned copies, image exports, faxed originals), Advanced PDF Analysis reads them reliably. You opt in for a specific file, it's processed securely with AWS Textract, and permanently deleted when done. The page count is never the constraint.
How it works in detail
Professional
Firm
Included on both plans
Scanned & image-based PDFs
Handles statements a normal text parser can't read: photocopied originals, image exports, and faxed pages your client sends in.
Opt-in, per file
Off by default. You choose which specific file to send. Nothing leaves your browser unless you explicitly ask it to.
Deleted after processing
Processed securely, then permanently deleted as soon as it's analyzed. It is never stored on our servers.
No page charges
Generous monthly limits, never a per-page fee. Send the full statement. The page count is never the constraint.
Why bookkeepers trust the output.
Not because we say so, because of how it is built. Every number is traceable, and your clients' files stay where they belong.
We're in early access, so there are no testimonials here yet, and we won't invent any. Be one of the first practices to put Balancifi to work, and to put your name on this page.
Request Early Access
Built by Deviate Solutions · privacy-first by design, working toward SOC 2 and HIPAA compliance
Deterministic, not AI
Rule-based parsing that shows its work in a validation panel. Nothing comes from a black box.
Browser-first by default
Standard files are parsed on your device and never uploaded. Privacy is the architecture, not a setting.
Never trains a model
Your clients' data is never used to train anything. It is processed for your session and nothing else.
One person per account
A single active session at a time, a built-in safeguard for sensitive client data.
Privacy by Architecture
Your clients' files never leave your machine by default.
Your client hands you a year of bank activity and trusts you to keep it private. You shouldn't have to pass that trust to a vendor. With Balancifi the statement is read right in your browser, so the most sensitive file never makes the trip to anyone's server in the first place.
On your machine
Read and checked in your browser
Statement file
Parsed & validated
CSV, OFX, Excel, and standard PDFs are parsed and checked locally. No file content is transmitted to our servers, by default.
Leaves your machine
Only the rows you export
QuickBooks-ready CSV
The clean data you choose to send to the books, nothing else. We keep only exported rows, never raw statements.
One exception, and it is opt-in: Advanced PDF Analysis
For a tough scanned PDF you can choose to send that one file for secure processing. It is deleted as soon as it is read, and it is the only path that ever leaves your device.
If a breach ever hit our servers, your clients' statements wouldn't be in it, because they were never there.
0raw statements stored on our servers
15 minidle timeout ends your session automatically
Neverused to train a model, yours or anyone's
Who It's For
Built for the people whose reputation rides on the numbers.
If you work with bank statements, Balancifi works for you. Specific enough to fit a bookkeeper's workflow, broad enough for any team that has to get the numbers right.
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Bookkeepers
Run multiple clients from clean data. Statement prep comes off your plate, every engagement.
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Accountants
Reconcile and validate before the books, so mismatches surface while you can still fix them.
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Tax firms
Normalize every format into one QuickBooks-ready file, with rules keeping categories consistent.
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Business finance & ops
Clean up bank activity without sending files to the cloud. Export to QuickBooks, Excel, or JSON.
Pricing
Full workflow on every plan.
Every plan includes the complete workflow. Plans differ by PDF capability, seat capacity, and support speed. Annual billing saves two months.
Basic
$29/mo
$290/yr · two months free
Solo bookkeepers and small businesses handling their own cleanup.
- OFX, CSV, Excel & standard PDF: parsed in browser
- 20 files & 50,000 transactions per session
- Export: QuickBooks Online & Desktop, Excel, JSON, Dashboard PDF
14-day free trial
Card required · Cancel before day 14 and you're never charged
1 seat
Most popular
Professional
$59/mo
$590/yr · two months free
Growing teams that share the workload and handle scanned statements.
- Everything in Basic
- Advanced PDF Analysis: scanned & image-based PDFs via AWS Textract
- 3 seats, one active session per seat
Advanced PDF Analysis included
3 seats · No trial
Firm
$199/mo
$1,990/yr · two months free
Larger firms that need the most capacity and the fastest support.
- Everything in Professional
- Priority support: 24 to 48 h response time
- 10 seats
Priority 24–48 h support
10 seats · No trial
See Pricing
No page limits on any plan. Seats are one person each, a built-in safeguard for client data.
Honest answers before you start.
The questions bookkeepers actually ask before they trust a tool with a client's books. Straight answers, no asterisks.
How do I get a bank statement into QuickBooks?
Drop the statement into Balancifi (OFX, QFX, CSV, Excel, or PDF), review the parsed rows as they're validated, then export a QuickBooks-ready CSV for QuickBooks Online or Desktop. There's no column mapping and no setup, and standard files are converted right in your browser, so nothing is uploaded by default.
Does Balancifi use AI to read statements?
No. Balancifi uses rule-based schema detection: the parser matches column patterns, header rows, and date formats to identify the bank layout, then applies deterministic rules to extract the data. The validation panel shows exactly what was parsed and what was skipped.
Do client files get uploaded to your servers?
By default, no. Parsing happens entirely in your browser tab, and CSV, OFX, Excel, and standard PDFs never leave your machine. The one exception is Advanced PDF Analysis: if you opt in for a tough PDF, that file is sent for secure processing and deleted as soon as it's analyzed.
Which banks and formats does Balancifi support?
Balancifi ships production-tested coverage for 20 bank formats on CSV (19 on Excel) across the major U.S. banks, including Chase, Bank of America, Wells Fargo, PNC, Citibank, and Capital One. OFX and QFX are the cleanest path whenever the bank offers them, and a generic parser handles most banks beyond that list too.
How does Balancifi process a bank statement?
It reads the file and pulls out every transaction, then normalizes the columns, signs each amount, and cleans up cryptic bank descriptions into readable payee names. From there it categorizes rows with your saved rules, reconciles against your QuickBooks export, runs a full validation pass, and lets you export clean, books-ready data. Getting accurate data out of the statement is the slow, error-prone part. That's what it handles.
Do I have to map columns or set anything up?
No. Balancifi detects the bank layout the moment you drop the file, so there's no column mapping, no templates, and no configuration. Debit and credit columns, date formats, and messy headers are handled automatically, and your categorization rules carry over from one import to the next.
Can Balancifi read scanned or image-based PDFs?
Yes, with Advanced PDF Analysis on the Professional and Firm plans. It's opt-in per file: for a tough scanned PDF you choose to send, it's processed securely and deleted as soon as it's read. Text-based PDFs and every other format are parsed right in your browser with no upload.
Does Balancifi work with QuickBooks Desktop?
For export, yes. Balancifi produces a QuickBooks Desktop CSV alongside QuickBooks Online CSV, Excel, JSON, and a client-ready dashboard PDF. Reconciliation matching currently targets a QuickBooks Online export; Desktop reconciliation matching isn't supported yet.
Is there a limit on how many files or pages I can process?
No page limits on any plan. You can process up to 20 files and 50,000 transactions in a single session, whether it's a one-page statement or a full-year export.
How do I get access to Balancifi?
Balancifi is in early access by invite. Join the waitlist and we'll send an invitation to sign up. Once you're in, the Basic plan includes a 14-day free trial (card required) so you can evaluate it end to end. See full pricing on the pricing page.
Is there a price guarantee during early access?
Yes. Every account that joins during early access is rate-locked at the current price for 12 months: the price you start at is your price for the first year, with no increases.
More questions? See Features or contact us, and a person will reply.
The slowest part of the books, done in one pass.
Balancifi pulls every transaction out of any statement, accurately, then makes review, categorization, reconciliation, and a clean QuickBooks export quick. Get it on your next client's statements.
Lock In Early-Access Pricing
Free to join · Rate-locked 12 months · No card until you choose a plan