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Trust accounting runs on bank records. Convert operating and trust-account statements into verified files for reconciliation support, audits and matter records.
Client funds in trust are reconciled against bank statements as a matter of professional obligation in most jurisdictions. A conversion that verifies transactions against the statement's own balances gives the firm's bookkeeper a transaction file whose completeness is proven before it is compared with the trust ledger — shortening the hunt when the two disagree.
In litigation support, family matters and estate administration, statements arrive as PDFs and the questions are transactional: what came in, what went out, in what order. A converted, sortable file turns a weekend of page-turning into an afternoon of filtering.
Statements are client-confidential financial records. Converted files inherit that status: store them in the matter file, share them on the firm's normal need-to-know basis, and note that this converter deletes uploads and exports within 15 minutes.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
No. It prepares verified transaction data from statements; the trust ledger and its three-way reconciliation remain in your accounting system.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Statement conversion for bookkeeping practices · Statement conversion for accounting firms · Statement conversion for tax preparers · Statement tools for landlords · Statement conversion for property managers · Statement review tools for mortgage brokers · Statement conversion for the self-employed · Statement conversion for nonprofit treasurers
Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.