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BANK STATEMENT & QUICKBOOKS AUTOMATION
Stop typing bank statements into QuickBooks
Upload the PDF from any major Canadian bank. Every transaction comes back coded to your chart of accounts, GST/HST split, and proven to balance — ready to post to QuickBooks Online, Desktop or Sage 50. The hour a statement takes by hand becomes a few minutes of review.
✓ No bank passwords ✓ You approve before anything posts ✓ Built for Canadian GST/HST
Reads statements from the banks your clients actually use
RBCTDBMOScotiabankCIBCAmerican ExpressCoast CapitalEnvisionVancity& more
THE MONTH-END GRIND
Statements shouldn't take your evenings
Re-typing PDFs
Hours spent keying dates, payees and amounts off a PDF into QuickBooks, one line at a time.
CSV wrangling
Downloading, reformatting and re-importing spreadsheets that QuickBooks still rejects.
Broken bank feeds
Feeds that disconnect, skip months or only go back 90 days — useless for catch-up work.
Same fixes every month
Re-coding the same vendors to the same accounts, month after month, client after client.
WATCH APP DEMOS
App Demo of PDF to QuickBooks Integration
More Videos of Futuristic App Popular Features
That took minutes. How long did your team spend on statements last month?
Send us one real statement. We'll return it coded and QuickBooks-ready within one business day — free, no commitment.
WHAT FIRMS SAY
Trusted by accounting firms across BC
★★★★★
Statement automation has saved us a lot of hours and money. Our team now spends that time bringing in new clients.
Anil
SRS Tax · Surrey, BC
★★★★★
Our bookkeeping gets done faster and more accurately. We’re saving both time and money.
Adam
TaxLive CPA · Vancouver, BC
★★★★★
Month-end close is faster now, and it’s painless.
Jas
Jaspreet Accounting · Surrey, BC
SAVINGS CALCULATOR
What is statement entry costing your firm?
Move the sliders to match your practice. The numbers update as you go.
Clients whose books you keep
Statements per client each month
Chequing plus credit cards
Minutes to enter one statement by hand
Keying, coding and checking it in QuickBooks
Hourly cost of the person doing it
Wage plus overhead. Use your billing rate to see lost revenue instead
Minutes to review one statement with the app
You could save every year
$0
after the subscription
0 hstaff hours back per year
040-hour work weeks
$0manual entry costs you / yr
0%less time on statements
HOW IT WORKS
From PDF bank statement to QuickBooks in four steps
1. Upload
Drop in a chequing or credit-card statement PDF. The bank and statement type are recognised automatically.
2. We read & code
Every transaction is extracted and matched to your chart of accounts, payees and GST/HST codes.
3. You review
Fix anything in one screen, save the fix as a rule, confirm the statement balances, then approve.
4. Post
Send straight to QuickBooks Online, or download a ready-to-import file for QuickBooks Desktop or Sage 50.
BENEFITS
No templates to configure. No formats to fight.
The app reads statements from major Canadian banks automatically, extracts every transaction, and applies your coding rules — so common transactions arrive already categorized and ready to post.
- ✓Automatic bank recognition — upload the PDF and the app identifies the institution and reads the statement format on its own. Works with RBC, CIBC, TD, Scotiabank, BMO, Coast Capital, Envision, Vancity, and more.
- ✓Every line extracted, nothing re-typed — date, payee, and debit/credit amounts pulled from every transaction
- ✓Arrives already coded — the app learns your coding rules, so recurring vendors and common expenses land in the right account automatically
- ✓Posts straight to QuickBooks Online — connect once through Intuit's own secure login (we never see or store your credentials), and push transactions as fully coded purchases, credits, or transfers — or summarize a full statement into a single journal entry for period-end close
- ✓No duplicates, no lost imports — the app tracks what's already been posted, so reruns skip existing entries. If an import fails, it pinpoints exactly which transactions didn't post and re-exports only those
- ✓Review before posting, if you prefer — download a QBO-ready bank file or journal entry CSV when your workflow needs a checkpoint
- ✓Proves every statement balances — opening balance plus activity must equal the printed closing balance before you approve
- ✓Cheques and GST/HST handled — cheque images land on their row with the payee read, and tax-inclusive amounts are split into net and GST/HST
- ✓QuickBooks Desktop and Sage 50 too — export IIF files for QuickBooks Desktop or general journals for Sage 50 Canadian Edition
WHY SWITCH
Typing, feeds, or Futuristic AI
| Typing it in | Bank feeds & generic OCR | Futuristic AI | |
|---|---|---|---|
| Setup per client | None — and no help | Templates, rules, feed connections | ✓ Upload a PDF; the bank is recognised |
| Historical months | Typed line by line | Feeds often stop at 90 days | ✓ Any statement PDF you have |
| Account coding | From memory, every month | Guesses, re-corrected monthly | ✓ Learns your rules per client |
| Balance check | By hand, if at all | Rarely shown | ✓ Opening + activity = closing, before approval |
| Destinations | QuickBooks only | Usually one product | ✓ QBO, QB Desktop and Sage 50 CA |
WHO IT'S FOR
Take on more clients without adding staff
Whether you run a two-person practice or a multi-office firm, statement work becomes a review job instead of a data-entry job.
Bookkeepers
Code a month of credit-card statements for every client in one sitting.
Accounting firms
Clean up years of catch-up statements for new clients in days, not weeks.
Controllers
Get expenses into QuickBooks without living inside QuickBooks.
Year-end teams
Produce period-close journal entries straight from the statements.
SECURITY & CONTROL
Your clients' data, handled like it should be
No bank credentials
You upload statements you already have. We never connect to, or ask for, online banking.
Intuit sign-in
QuickBooks Online connects through Intuit's own OAuth sign-in. Disconnect any time.
Role-based access
Firm, company and user roles keep each client's books visible only to the right people.
Approval & audit trail
Nothing posts until a person approves it, and every export is recorded.
FAQ
Questions bookkeepers ask us
Which banks and cards do you support?+
RBC, TD Canada Trust, BMO, Scotiabank, Coast Capital, Envision and Vancity chequing, plus RBC, TD, CIBC and Vancity Visa, RBC Mastercard and American Express. Need another bank? Send us a sample statement and we will add it.
Do you need my online-banking password?+
No. You upload the statement PDF you already download from your bank. QuickBooks Online is connected through Intuit's own sign-in, so we never see your QuickBooks password either.
Does anything post to QuickBooks without me seeing it?+
No. Every statement is reviewed and approved first. You can also download the file and import it yourself instead of posting directly.
Does it work with QuickBooks Desktop or Sage?+
Yes. QuickBooks Online is posted directly or by import file, QuickBooks Desktop by IIF file, and Sage 50 Canadian Edition by general journal import.
What about scanned or photographed statements?+
The statement must be the PDF your bank produces (with selectable text). Scanned paper statements are not supported yet.
How long does it take to get started?+
Most firms process their first statement in the first session: connect QuickBooks, sync your chart of accounts, upload a PDF.
See it run on your own statement
Try it on one month from any client. We set it up with you, and you see every line coded, balanced and ready for QuickBooks.