"My partner showed me this tool. I didn't believe it at first. Drag the PDF, drop it, done. Five minutes. The Excel file comes out perfectly classified."
Transform PDF bank statements into perfectly classified Excel files in under 5 minutes.
Stop Drowning in Bank Statements Every Tax Season
đGet 850% ROI Guaranteed: Every $1 invested returns $8.50 in savings
âąī¸Save 96% of Processing Time
Process a Statement FREE Now!
Then Imagine Doing This 96% Faster for all your Client.
You can grab a coffee while we process it all for you.
Pick any bank statement. Drop it here and watch AccountantPDF work its magic. No login. No credit card.
â Done! That Was Easy.
đĨDOWNLOAD YOUR EXCEL FILENow Imagine This for Your Clients:
Get 850% ROI Guaranteed
Every $1 invested returns $8.50 in savings
Save 96% of Processing Time
Process 200 clients in the time you used to do 20 â without hiring anyone
$5.91 Per Client vs $58.25 Manual
All 12 months processed. Not per statement.
Ready to Process Your Full Client Portfolio?
đSIGN UP FREE & START PROCESSINGâ 10 clients free • No credit card â
See AccountantPDF in Action
Watch how AccountantPDF transforms your bank statement processing workflow. Learn how CPAs and accountants are saving hours every week with AI-powered automation.
- Step-by-step walkthrough
- AI classification demo
- Real-world examples
Watch Demo
How It Works
From Upload to Classified Excel in 3 Steps
Drag/drop all statements for one client. 1 bulk = 1 client. AI processes in ~5 minutes, you download one ZIP.
1
Upload Bulk
Drag/drop all statements for one client. 1, 5, 10, or 20+ PDFs in a single upload.
2
AI Processes (~5 minutes)
Every transaction extracted, categorized, and classified. Same speed regardless of bulk size.
3
Download ZIP (24h)
Get one ZIP with consolidated Excel. Available for 24 hours for security, then auto-deleted.
SAVINGS CALCULATOR
See Your Savings in Minutes
Enter your client volume and hourly rate to see how much time and money AccountantPDF returns to your firm. Works for Tax Season Sprint (annual) and Flexible Monthly processing.
Baseline assumptions
Manual processing: 140 minutes/client. AccountantPDF: ~5 minutes/bulk. Chatbot included.
Annual ROI target: 950%. Monthly ROI target: 850%.
~5 min per bulk
Break-even after a handful of clients
24h ZIP access
Time Saved
â
Equivalent to weeks of work back.
Money Saved
â
Labor savings from reclaimed hours.
Your ROI
â
Based on your inputs and selected plan.
Break-even
â
Clients to cover plan cost.
What AccountantPDF Does
Upload Bulk. AI Processes. Download ZIP.
Drag & drop all bank statements for one client. 1, 5, 10, or 20+ PDFs at once. Process an entire year or a single month in one batch.
Watch how AccountantPDF works in 60 seconds
How Bulk Processing Works
1 Bulk = 1 Client = All Statements
Process time: ~5 minutes âĸ Output: 1 ZIP with organized Excel âĸ Security: Auto-delete after 24h
Tax Season Plans
Upload all 12 months/client
Counts as 1 bulk per client for the year.
Monthly Plans
Upload all statements for 1 month
Counts as 1 bulk per client per month.
Example
"John Smith" annual processing
- Upload: Jan-Dec bank statements (12 PDFs)
- Process: ~5 minutes
- Download: JohnSmith_2024.zip
- Contents: Excel with all 12 months classified
~5 min
Auto-delete 24h
Organized Excel
Why Choose AccountantPDF
Our platform is designed specifically for accountants and financial professionals.
1 Bulk = 1 Client
Upload all statements for the period in one go. Annual or monthly bulks count as a single client.
~5 Minute Processing
AI extracts, categorizes, and classifies every transaction regardless of bulk size.
ROI Up to 950%
Tax Season Sprint targets 950% ROI; Flexible Monthly targets 850% ROI at capacity.
AI Accountant Chatbot
Included free. Trained on tax code, GAAP, auditing standards, and state regulations.
Secure by Default
ZIP downloads available for 24 hours, then auto-deleted. HTTPS encrypted connection.
Priority Support
Growth/Pro plans include faster responses and dedicated account management.
Social Proof
Trusted by 400+ Accounting Firms
"Processed 40 clients in 2 days. Saved over $600 in labor."
"Game changer for tax season. My junior staff loves it."
Pricing
Choose Your Bulk Processing Plan
Two ways to buy: Tax Season Sprint (annual statements) or Flexible Monthly (monthly statements).
AI Accountant Assistant chatbot included FREE
Pay once. Process full-year statements. Best ROI.
1 Client = 1 Bulk = All 12 Months of Statements
Starter Sprint
Up to 50 Clients/Year
$296
($24.67/mo)
ROI 950%
Break-even 6 clients
- 50 Clients/Year
- 150 chatbot queries FREE
- Valid 12 months
- ZIP download (24hr access)
- Email support
Your Savings (at capacity)
$2,808 saved in labor
112 hours back
Cost per client: $5.92
Growth Sprint
Most PopularUp to 200 Clients/Year
$1,183
($98.58/mo)
ROI 950%
Break-even 21 clients
- 200 Clients/Year
- 600 chatbot queries FREE
- Valid 12 months
- ZIP download (24hr access)
- Priority support (4hr)
Your Savings (at capacity)
$11,234 saved in labor
447 hours back
Cost per client: $5.92
Pro Sprint
Up to 600 Clients/Year
$3,548
($295.67/mo)
ROI 950%
Break-even 63 clients
- 600 Clients/Year
- 1800 chatbot queries FREE
- Valid 12 months
- ZIP download (24hr access)
- Priority support (2hr)
- Dedicated account manager
Your Savings (at capacity)
$33,702 saved in labor
1,342 hours back
Cost per client: $5.91
Pay monthly. Process monthly statements. Cancel anytime.
1 Client = 1 Bulk = All Statements for that Month
Monthly Starter
Up to 50 Clients/Month
$29
ROI 850%
Break-even 1 clients
- 50 Clients/Month
- 50 chatbot queries FREE/month
- Cancel anytime
- ZIP download (24hr access)
- Email support
Your Savings (at capacity)
$2,780/month saved
96 hours/month back
Cost per client: $0.58
Monthly Growth
Most PopularUp to 200 Clients/Month
$109
ROI 850%
Break-even 2 clients
- 200 Clients/Month
- 200 chatbot queries FREE/month
- Cancel anytime
- ZIP download (24hr access)
- Priority support (4hr)
Your Savings (at capacity)
$11,125/month saved
384 hours/month back
Cost per client: $0.55
Monthly Pro
Up to 600 Clients/Month
$329
ROI 850%
Break-even 6 clients
- 600 Clients/Month
- 600 chatbot queries FREE/month
- Cancel anytime
- ZIP download (24hr access)
- Priority support (2hr)
- Dedicated account manager
Your Savings (at capacity)
$33,373/month saved
1,152 hours/month back
Cost per client: $0.55
Free Trial
Process 5 Clients Free. No Credit Card.
Upload full bulks, process real statements, and download ZIPs. Test everything with your actual client data.
- Full bulk processing access
- 10 chatbot queries free
- Real ZIP downloads
- No credit card required
- Upgrade anytime
Included
AI chatbot + Classified Excel ZIP
1 bulk = 1 client
~5 min processing
ZIP download 24h
Chatbot Assistant
Meet Your AI Accountant Assistant
Included free with every plan. Instant answers 24/7, trained on authoritative accounting and tax sources.
Trained on:
- Federal tax code and regulations
- GAAP and accounting standards
- Auditing standards and frameworks
- State tax regulations nationwide
- IRS publications and guidance
Use cases:
- "How do I classify this expense under current rules?"
- "What's the revenue recognition treatment for this?"
- "What are nexus requirements for multi-state sales?"
- "Show me lease accounting guidance under ASC 842."
Included
No extra cost across all plans
24/7 answers
Authoritative sources
Instant responses
Extra queries beyond plan: $0.10 each.
Use Cases
Where AccountantPDF Fits Best
From tax season surges to monthly bookkeeping, choose the workflow that matches your firm.
Tax Season Surge
Solo & Small Firms
50-200 clients, annual statements. Tax Season Sprint plan. Upload 12 months/client, get annual Excel. Process all clients fast.
Tax Season Sprint
Year-Round Bookkeeping
Full-Service Firms
Monthly bookkeeping clients. Flexible Monthly plan. Upload current month/client, get that month's Excel. Consistent processing.
Flexible Monthly
Growing Practice
Scaling Firms
Want more clients without hiring. Growth/Pro Sprint. Bulk process 200-600 clients with annual statements. 3x capacity, same team.
Growth/Pro Sprint
Testing
First-Time Users
Skeptical about AI. Free trial â Monthly Starter. Test 5 real bulks, start monthly no commitment.
Free TrialComparison
Tax Season Sprint vs Flexible Monthly
| Feature | Tax Season Sprint | Flexible Monthly |
|---|---|---|
| What "Client" Means | Full year (12 months). Bulk with annual statements. | 1 month only. Bulk with monthly statements. |
| Processing | 12 months in one bulk | Monthly statement bulk |
| Commitment | Annual tax prep | Month-to-month |
| Best For | Tax season surge | Monthly bookkeeping |
| ROI | 950% | 850% |
| Cost Per Client | $5.91-5.92 | $0.55-0.58 (at capacity) |
| Chatbot | 150-1,800 included | 50-600 per month |
| ZIP Download | 24h access | 24h access |
| Cancel Anytime | â | Yes |
| Best Value | 950% ROI | Good for testing |
Ready to Save 450+ Hours This Tax Season?
Join 400+ firms that stopped manual processing.
What is a "bulk" exactly?
One client's complete set of bank statements for a period. Upload 1-20+ PDFs per client â we process them together as one bulk and return one ZIP with classified Excel.
What happens after upload?
Processing takes ~5 minutes. You get a notification and download link for a ZIP file. ZIP available for 24 hours, then auto-deleted for security.
Why only 24 hours?
Client financial data is sensitive. We automatically delete files after 24 hours for compliance and security. Download your ZIP and store securely on your systems.
Annual vs Monthly - what's the difference?
Tax Season Sprint = process 12 months of statements per client (full year). Monthly = process 1 month of statements per client. Annual plans target 950% ROI vs 850% monthly because you process more data per bulk.
Can I process the same client multiple times?
Yes. Annual plan: full year = 1 client. Monthly plan: same client each month = 1 client per month. Example: processing "John Smith" Jan, Feb, Mar on monthly = 3 clients total.
What if I exceed my limit?
Upgrade anytime; we prorate the difference. Or purchase additional capacity. We never block processing.
How accurate is classification?
95%+ accuracy with CPA-grade chart of accounts. Designed for human review. You control the final output.
Chatbot details?
Included free with all plans. Trained on federal tax code, GAAP, auditing standards, and state regulations. Queries included per plan (50-1,800). Extra queries $0.10 each.
Integrations with QuickBooks/Xero?
Excel/CSV export now. Direct API integrations arriving Q1 2026 (Growth/Pro plans).
Refund policy?
Monthly: cancel anytime. Annual: use your capacity within 12 months.
Is data secure?
HTTPS encrypted connection. Files automatically deleted after 24 hours. Your data is never shared with third parties.