Extract, Categorize, and Export Bank Statements to Excel or QBO
Whether you charge per transaction or by the hour, Cash Director helps you process more statements faster—boosting your income and client capacity with ease.
Why Bookkeepers Rely on Cash Director
Make More Money Per Transaction
Charge $0.50 per transaction? Process hundreds more statements in the same time it takes to do a few manually.
Maximize your earnings without increasing your workload.
Free up time to take on additional clients.
Scale Your Business Without Extra Costs
Expand your client base without hiring additional staff or investing in extra resources.
Deliver Faster, Error-Free Results
Impress your clients with speed and accuracy, ensuring they keep coming back to you.
Reduce Tax Season Stress
Handle the busiest times of the year with ease, staying ahead of deadlines while maintaining quality service.
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.
Start Free: 10 Conversions On Us
See how easy it is to grow your income with 10 free conversions—no risk or commitment required.
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
Testimonials from CPAs Like You
"I now process twice as many bank statements in a day, and my clients are thrilled with the speed. It’s a game-changer!"
— Laura T., Freelance Bookkeeper
"Using Cash Director, I expanded my client base without working more hours. It’s the smartest move I’ve made for my business."
— Mark J., Bookkeeping Business Owner
"I charge per transaction, and Cash Director lets me handle so many more. My income has increased dramatically without the stress."
— Samantha R., Independent Bookkeeper
Frequently Asked Questions
How does this help me make more money?
By automating bank statement processing, you can handle significantly more statements in less time—earning more whether you charge per transaction or by the hour.
Can I customize the output for specific client needs?
Yes! Our system allows you to apply custom categorization rules, ensuring your deliverables are perfectly tailored for each client.
What if I need assistance?
We’re here to help you get the most out of Cash Director and grow your business.