Newest first
FNB prints dates without the year, so every line of an FNB statement was highlighted for review even when nothing was wrong. Those lines are no longer highlighted for that, on screen or in your Excel file, so the highlights point you to what needs checking, like a balance that doesn't add up or a category the AI isn't sure of. The Flag column still notes when we took the year from the statement period.
Switch on 'This client is VAT registered' in the classifier and every line gets its VAT-exclusive amount and 15% VAT, set per category and adjustable per line. Your Excel file adds VAT Input, VAT Output and net VAT payable, and next month's statement for the same client opens with your VAT choices remembered.
From your feedbackRequested by Mr Mbokodo Lukhele, tax practitioner and registered accountant
Statements for an account in overdraft put expenses under Money In and income under Money Out. Both tools now recognise an overdrawn balance even when the bank prints it without a minus sign or 'Dr', so every line lands in the right column.
From your feedbackReported by Mr Mbokodo Lukhele, tax practitioner and registered accountant
Your converted or classified statement stays in your browser until you download it, even if you reload the page or your connection drops.
Each tool has a help card: tap a suggestion or a problem and it opens a WhatsApp chat with us, already written.
After a download you can rate the tool in one tap, so we know what to fix next.
The bank picker shows each bank in its own colours, so you can find yours at a glance.
The Books & Payroll page now lets you ask for early access to the beta.
Two free tools for South African accountants, built around how our banks actually lay out their statements.
PDF to Excel: convert FNB, Standard Bank, ABSA, Nedbank and Capitec Business statements into a clean spreadsheet, checked line by line against the running balance.
Classifier: sort every transaction into your chart of accounts with AI, with a confidence score on every line. Works from a PDF, Excel or CSV.
Change any category and sort by category or by statement order before you download.
Send a converted statement straight to the classifier without uploading it again.
Try both tools without an email address; we only ask for one when you download.
The classifier remembers your corrections and your own categories, and applies them the next time it sees the same transaction.
When enough accountants agree on how a transaction should be classified, everyone gets that answer, marked 'Common'.