Extract, Categorize, and Export Bank Statements to Excel or QBO
Designed for tax accountants aiming to automate bank statement processing, eliminate manual entry, and focus on delivering high-value services. Streamline data entry, empower your assistants, and effortlessly handle more clients.
Transform Your Tax Workflow
Extract Data from Financial Documents with Ease
Tired of spending hours on tax return preparation? Let automation handle the heavy lifting.
No More Manual Entry: Convert PDF or scanned bank statements directly into Excel or QuickBooks.
Reduce Staff Dependency: Empower your team to work smarter, not harder.
Streamlined Processing for Tax Returns
Cash Director simplifies and accelerates the process of preparing client financials, so you can focus on tax strategy and advisory.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
Perfect for Tax Accountants
Save Time During Tax Season: Handle more clients while cutting down on tedious data entry tasks.
Streamline Your Workflow: Automate categorization and transaction management for quick and accurate processing.
Solve Staff Shortages: Reduce reliance on overworked assistants or bookkeepers.
Example Pricing in Action:
100 transactions for 2 months = 2 credits | 90 transactions for 1 month = 1 credit | 110 transactions for 1 month = 2 credits
Start Free: 10 Conversions On Us
Experience the difference automation makes with 10 free conversions—no commitment required.
Testimonials from Tax Accountants Like You
"Before Cash Director, processing bank statements took forever. Now, I can focus on advisory work while the software handles the data. It’s amazing!"
— Jessica L., CPA
"During tax season, this tool is a lifesaver. It speeds up statement processing and ensures accuracy, which keeps my clients happy."
— Robert K., Tax Accountant
"With automated categorization, my team is more productive and efficient. Tax prep has never been smoother."
— Emily R., Accountant
"Cash Director helps us process statements faster, allowing us to take on more clients and grow our firm without overworking staff."
— Anna M., CPA
Frequently Asked Questions
Who is this platform designed for?
Cash Director is built for tax accountants managing micro and small businesses, especially those using cash-based accounting methods.
Can I use this for categorization only?
Absolutely! If you already have client bank data, simply upload the files, and we’ll categorize transactions for easy import into QuickBooks.
What if I need help?
We provide support to ensure you get the most value from Cash Director.