For Accountants And SMEs

Transform Bank Statements Into Perfect Cashbooks

Our AI-powered platform helps accountants automate bank statement processing, categorize transactions, and generate complete cashbooks in minutes.

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See Bank2Book in Action

Watch how our AI transforms bank statements into perfect cashbooks in just minutes.

Transform Your Accounting Workflow

Features

Everything You Need For Effortless Bookkeeping

Save hours of manual data entry with our powerful statement processing tools built specifically for accountants.

PDF Statement Analysis

Upload bank statements in PDF format and automatically extract all transactions with high accuracy.

Smart Transaction Categorization

Our AI automatically categorizes transactions based on patterns and descriptions.

Excel Cashbook Export

Generate formatted cashbooks ready for accounting software with one click.

Multi-Client Management

Manage multiple clients and their bank accounts from one centralized dashboard.

AI Workflow

How Bank2Book AI Works

Transform financial documents into organized ledgers in four intelligent steps.

01

Upload Financial Documents

Upload bank statements, invoices, receipts, and other financial documents through our secure platform.

02

AI Data Extraction

Our machine learning algorithms extract and structure all transaction data with exceptional accuracy.

03

Automated Classification

Transactions are automatically categorized using accounting rules, custom charts of accounts, and prior patterns.

04

Generate Financial Ledgers

Download complete general ledger entries, ready for import into QuickBooks, Xero, or other accounting software.

See the transformation in action

Watch how a typical bank statement gets transformed into a clean, organized cashbook in minutes.

Testimonials

Trusted by Accountants

See what accounting professionals are saying about our cashbook solution.

"Bank2Book has cut our bookkeeping time in half. The automatic categorization is surprisingly accurate and saves us hours each week."

Sarah Johnson

Sarah Johnson

Senior Accountant, Johnson & Partners

"The Excel export feature is perfectly formatted for our accounting software. It's like the tool was built specifically for our workflow."

Michael Chen

Michael Chen

Financial Director, Chen Accounting Group

"Managing multiple clients used to be a nightmare during tax season. Bank2Book helps us stay organized and process statements in record time."

Lisa Rodriguez

Lisa Rodriguez

Principal, Rodriguez Tax Services

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Interested in Bank2Book?

Share your details below and our team will reach out to discuss how Bank2Book can transform your accounting workflow.