Catch Up on 12 Months of Bank Statements in 15 Minutes.
Did a client hand you a folder of 12 messy PDF statements right before the tax filing deadline? Merge them, prove mathematical $0.00 checksums, and export native QuickBooks feeds without adding another monthly subscription.
7-Day Tax Season Clean-Up Pass
Full Pro Bookkeeper access • Automatically expires in 7 days
How the 12-Month Catch-Up Engine Works
Transform a full year of chaotic bank statements into certified accounting files in 3 steps.
Drop 12 Statement PDFs
Drag and drop your January through December PDF statements together. Our engine extracts all debit and credit rows without uploading files to any server.
Automatic Continuity Audit
The engine proves that Month 1’s ending balance matches Month 2’s beginning balance, detects missing checks, and eliminates duplicate overlap transactions.
Export Unified .QBO or Excel
Import one unified .QBO file into QuickBooks Online with 1 click, or hand the formatted Excel workpaper and $0.00 Audit Certificate directly to the CPA.
Why Bookkeepers Choose the $29 Clean-Up Pass
| Feature | QuickFinSync Clean-Up Pass | DocuClipper / ProperSoft | Manual Data Entry |
|---|---|---|---|
| Cost for 12-Month Job | $29 flat (one-time) | $119–$159/yr or page limits | 8–15 billable hours |
| Subscription Lock-in | Zero (auto-expires in 7 days) | Recurring monthly or annual | N/A |
| Batch Multi-Month Merge | Instant 1-click merge | File-by-file manual download | Manual spreadsheet stitching |
| Client Data Privacy | 100% in-browser WebAssembly | Uploaded to third-party cloud | Client PII exposed on desktop |
Clean-Up Pass Frequently Asked Questions
Will my credit card be charged again after 7 days?
Absolutely not. The Clean-Up Pass is a strictly 100% non-recurring single purchase ($29 flat). There is no recurring billing, no sneaky auto-renewal, and no subscription to cancel. It automatically expires after 7 days.
How many bank statements and pages can I convert during the 7 days?
Unlimited. Whether you need to convert 12 monthly statements for one client or 120 statements across ten clients, you have complete unlimited access to our multi-file batch merger, OCR engine, and all export formats.
Does this merge 12 separate PDF statements into one continuous file?
Yes! Our 12-Month Batch Catch-Up Merger lets you drop 12+ statement PDFs at once. It reconstructs chronological order, verifies month-over-month beginning and ending balances, eliminates overlapping boundary transactions, and outputs one single unified .QBO or Excel file.
Is my clients’ sensitive financial data safe on your servers?
Your clients’ bank data never touches any server. QuickFinSync parses statements entirely inside your web browser’s local WebAssembly memory. Account numbers, payee details, and transactions never leave your machine.
What formats can I export to?
You can export Intuit .QBO Web Connect (OFX v1.02 with valid financial institution headers), multi-sheet formatted Excel (.xlsx) workpapers with live mathematical checksum formulas, Xero 5-column CSV, and our official 1-Page Forensic Audit Certificate PDF.
Ready to Finish That Annual Clean-Up Today?
Get 7 days of unlimited batch statement conversions, formula-enabled Excel workpapers, and $0.00 checksum certificates for just $29 flat.