Period-Based Processing
Convert a full month of transactions from any platform in one batch operation.
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Speed up your monthly close with tools that convert, import, and reconcile transaction data automatically.
The month-end close is the most time-consuming recurring task in accounting. Much of that time is spent reformatting data from various sources to match your accounting software's import requirements. Our tools eliminate that manual work.
Instead of manually formatting transaction data from multiple sources, our converters instantly transform platform exports into import-ready files for your accounting software, cutting hours from the close process.
We produce files for QuickBooks Online, QuickBooks Desktop (IIF), Xero, Sage, FreshBooks, and standard formats like OFX, QIF, and CSV that work with most accounting systems.
Yes. Convert exports from each platform separately, then import them all into your accounting software. Each converter produces compatible output for seamless month-end processing.
Download transaction exports from all platforms and bank accounts for the closing period.
Use our converters to transform each export into your accounting software format.
Import converted files, reconcile accounts, and complete your monthly close.
Convert a full month of transactions from any platform in one batch operation.
Reduce manual data entry and formatting that slows down the monthly close process.
Convert exports from banks, payment platforms, and e-commerce in one workflow.
Transactions mapped to correct accounts and categories for your chart of accounts.
Clean, consistent import files with proper documentation for audit trails.
Same conversion steps each month for a consistent, reliable close process.
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