Turn bank statements into clean, categorized data.
Upload any PDF or CSV and let AI extract every transaction, auto-categorize, and export accountant-ready data — in under 3 minutes.
99.2%
Extraction accuracy
18 sec
Avg. processing time
2,400+
Statements processed
80%
Time saved per client
From cryptic PDFs to clean books
See exactly what OrbitBooks does to a real bank statement — no setup, no scripts, no guesswork.
Before
Raw bank export
…47 more rows · inconsistent formatting
3–5 hours of manual cleanup per client
Before
Raw bank export
…47 more rows · inconsistent formatting
3–5 hours of manual cleanup per client
After
Structured in OrbitBooks
| Date | Description | Category | Amount |
|---|---|---|---|
| 10/03 | Whole Foods Market | Groceries | -$67.43 |
| 10/04 | Amazon.com | Office Supplies | -$129.99 |
| 10/05 | Zelle Transfer In | Income | +$850.00 |
| 10/06 | Payroll Deposit | Payroll | +$4,200.00 |
| 10/07 | Blue Bottle Coffee | Meals | -$4.80 |
52 transactions extracted in 18 seconds
Manual cleanup is costing you hours you don't have.
The same four problems hit every bookkeeper, every month — and they don't scale.
PDFs are inconsistent
- ·Every bank has a different layout
- ·No standard column order
- ·Data buried in footnotes
CSV exports are broken
- ·Misaligned columns
- ·Truncated descriptions
- ·Wrong currency formats
Manual cleanup wastes hours
- ·3–5 hrs per client per month
- ·Repetitive, error-prone work
- ·No way to scale
Errors create liability
- ·Wrong categories = wrong returns
- ·Missed transactions cause audits
- ·Manual work = human error
How OrbitBooks Works
The fastest path from messy bank statement to clean, categorized data. Done in under 3 minutes.
Upload Statement
Drop any PDF, CSV, or image — we handle the rest.
AI Extracts Data
Every row is read. Dates, amounts, types — all captured.
Auto-Categorize
Smart rules auto-tag. You review & confirm.
Export Clean Data
CSV or PDF — accountant-ready, instantly.
Upload Statement
Drop any PDF, CSV, or image — we handle the rest.
AI Extracts Data
Every row is read. Dates, amounts, types — all captured.
Auto-Categorize
Smart rules auto-tag. You review & confirm.
Export Clean Data
CSV or PDF — accountant-ready, instantly.
Real statement. Real extraction.
Watch OrbitBooks pull transactions from an actual Chase statement — then see how smart rules automate categorization at scale.
| Date | Description | Category | Amount |
|---|---|---|---|
| 10/01 | CHASE CREDIT CRD AUTOPAY | Credit Card Payment | -$1,247.33 |
| 10/03 | WHOLEFDS MKT #10247 | Groceries | -$67.43 |
| 10/04 | AMZN Mktp US*RT4K2F1G3 | Office Supplies | -$129.99 |
| 10/05 | Zelle payment from DOE JOHN | Income | +$850.00 |
| 10/07 | GUSTO PAY 223848 | Payroll | +$4,200.00 |
| 10/08 | SQ *BLUE BOTTLE COFFE | Meals | -$4.80 |
| 10/10 | STRIPE TRANSFER | Revenue | +$2,340.00 |
| 10/12 | COMCAST CABLE COMM | Utilities | -$189.99 |
Click any row to highlight it in the statement →
JPMorgan Chase Bank, N.A.
Member FDIC
Account Number
****4821
Transaction Detail
Source Verification
Every transaction links back to its exact line in the original PDF — fully auditable.
Category Reports
Instant breakdowns by category, account, and period — exported in one click.
Two-Tier Rules Engine
Master rules across your firm, client rules for the edge cases — both work together.
Master Rules + Client Rules
Set master rules that apply across your entire firm, then fine-tune with client-specific rules for individual accounts.
What professionals say
"OrbitBooks cut our cleanup time by 80%. 3 hours per client is now 20 minutes."
Sarah K.
Senior Bookkeeper · 45 clients
"Smart rules are a game changer. Set once, applies forever across all uploads."
Marcus T.
CPA · Fractional CFO
"Nothing else handles messy PDF layouts as reliably as OrbitBooks."
Diana R.
Principal · DR Accounting Firm
Simple, transparent pricing.
14-day free trial on all plans. No credit card required.
Starter
Try it outPerfect for individual bookkeepers getting started with AI extraction.
Pro
Most PopularFor busy bookkeepers who need unlimited extraction, rules, and batch uploads.
Teams
Best for teamsIdeal for small teams collaborating on client bookkeeping with shared access.
Firm
Agencies & FirmsBuilt for accounting firms with high-volume needs and up to 15 team members.
Usage Calculator
Estimate your monthly cost based on number of clients
Recommended plan
Starter
Up to 20 clients · Unlimited statements
/month
Common questions
Can I cancel anytime?
Yes — cancel your subscription at any time with no penalties or hidden fees. Your data remains accessible for 30 days after cancellation.
Is my financial data secure?
Absolutely. We use AES-256 encryption at rest and in transit, with SOC 2 Type 1 certification in progress. Your data is never used for model training.
What happens if I exceed my Starter limit?
We'll notify you before you hit your limit. You can upgrade to Pro instantly with no data loss — and the switch is prorated to the day.
Do you offer a free trial?
Every plan includes a 14-day free trial with full access to all features. No credit card required to start.
Can I import data from other tools?
Yes — you can upload PDF, CSV, Excel, and scanned image statements from any bank or financial institution.
Resources for modern bookkeepers
Why PDF Extraction Accuracy Matters for Tax Season
A single misread transaction can cascade into audit risk. Here's how modern OCR combined with AI achieves 99.2% accuracy on even the messiest bank PDFs.
How to Automate Bank Statement Processing in 2026
Manual data entry from bank statements costs accounting firms 15+ hours per week. Learn how AI-powered extraction eliminates errors and reclaims your time.
Chart of Accounts Best Practices for Small Businesses
A well-structured chart of accounts is the foundation of good bookkeeping. Get it right from the start, and everything else — categorization, reporting, tax prep — becomes dramatically easier.
Stop transcribing.
Start advising.
Join accountants who've reclaimed hours every week with OrbitBooks.
No credit card · 14-day trial · Cancel anytime