Connect your bank for automatic transaction sync, or import statements from CSV, Excel, and PDF. Smart transaction matching automatically categorizes everything.
Try It FreeConnect your bank accounts directly to BizBooks Pro. Transactions sync automatically - no downloads, no uploads, no manual work. Just click Sync and your transactions appear.
Prefer to import manually? Drop your PDF bank statements directly into BizBooks Pro. Our AI-powered extraction reads the transactions automatically.
Choose the method that works best for your bank and workflow - or use them all!
Connect your bank directly. Transactions sync automatically with one click!
Drop PDF statements directly. AI extracts transactions automatically!
Import CSV, Excel, QBO, OFX, or QFX files. Works with any bank or accounting export.
Once imported, transactions flow through our intelligent matching pipeline. Most transactions are categorized automatically - you only review the exceptions.
Upload your file
Auto-categorize
Check exceptions
Post to books
Transactions are categorized with increasing levels of automation and confidence.
High-confidence matches from your mapping rules. Ready to accept immediately.
Matched by your custom rules based on description, amount, or vendor patterns.
AI-suggested categories based on transaction patterns. Quick to confirm.
New or unusual transactions that need manual categorization.
May match a transaction already in your books. Confirm or reject the match.
Reviewed and approved. Ready to post to your general ledger.
Teach BizBooks Pro how to categorize your recurring transactions. Rules run automatically on every import, saving hours of manual work.
Bank Feeds: 5,000+ US financial institutions including Chase, Bank of America, Wells Fargo, Capital One, and most credit unions.
Manual Import: Any bank that exports CSV, Excel, QBO, OFX, or QFX files - which is virtually all of them. Also works with QuickBooks Online exports. For PDF import, we support most major US banks including Chase, Bank of America, Wells Fargo, Capital One, Citi, and more.
BizBooks Pro checks date, amount, and description to prevent importing the same transaction twice. The "Matches Existing" feature also catches transactions you may have already entered manually.
Yes! Credit card statements work just like bank statements. Import them to track expenses and reconcile your credit card accounts.
Easy to fix - just change the category before accepting. You can also create a rule so similar transactions are categorized correctly in the future.
Import your bank statements in seconds. Smart matching does the rest.