Stop Wasting Time and Money on Manual Data Entry
Automate PDF-to-Excel/QuickBooks Conversions and Solve Staff Shortages
Designed for CPAs facing high labor costs and bookkeeper shortages during tax season.
Save time, cut costs, and reduce reliance on overworked assistants or bookkeepers—all for as little as $0.30 per statement.
Seamlessly Process Statements from any Bank
And 40 more!
Seamlessly Process Statements from any Bank
And 40 more!
Why CPAs Love Tax-Time-Saver
Eliminate Manual Entry for Bank Statements
Stop wasting time and resources typing bank transactions into Excel or QuickBooks.
Handle more clients without hiring additional staff.
Solve Bookkeeper Shortages
Let automation fill the gaps where bookkeepers and assistants fall short.
Reduce Errors and Improve Accuracy
Manual processes lead to mistakes. Automation ensures consistent, error-free results.
Save Time During Tax Season
Focus on strategy and client advisory, not repetitive data entry.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
Start Free: 10 Conversions On Us
Test Cash Director with your first 10 conversions for free—no commitment required.
Example Pricing in Action:
100 transactions for 2 months = 2 credits | 90 transactions for 1 month = 1 credit | 110 transactions for 1 month = 2 credits
Testimonials from CPAs Like You
"With Cash Director, tedious manual work is a thing of the past. We process statements faster and more accurately."
– Jessica L., Senior Accountant
"Tax season used to overwhelm us, but now we get through it with time to spare. Automation makes all the difference."
– Robert K., CPA
"This tool has allowed us to take on more clients without increasing headcount. It's a lifesaver for our firm."
— Anna M., CPA
Frequently Asked Questions
How can this help my firm during tax season?
By automating bank statement processing, you save hours of manual entry, reduce errors, and free your team for high-value tasks like client strategy.
What if I only need categorization?
No problem! Upload your data, and our system can apply categorization rules for seamless integration with QuickBooks.
What about support?
We’re here for you to ensure you make the most of Cash Director.