Turn client bank statements into clean, categorized transactions

Drop a PDF statement and get every transaction as a tidy CSV — dates, descriptions, amounts, running balance — ready to import.

When a client hands over PDF statements instead of a bank feed, someone re-types every line. dojobase reads the statement — any bank, any layout — and returns every transaction as structured rows: date, description, amount, and running balance, with debits and credits split. Import it into your ledger or reconcile straight from the CSV. What took an afternoon of typing becomes a drag-and-drop.

Frequently asked questions

Which banks does it support?+

It reads statements from any bank by understanding the layout, so you're not limited to a fixed list of supported institutions.

What format do I get back?+

A clean CSV of transactions — date, description, amount, debit/credit, and running balance — ready to import into QuickBooks, Xero, or a spreadsheet.

Does it categorize transactions?+

It structures and splits every line; category rules can be layered on so recurring vendors and transfers land in the right accounts.

Stop re-typing client statements

Batch every client's PDFs into import-ready transactions — so month-end close starts with data, not data entry.

See it on your documents →