Get detailed answers about how AccountantPDF works, security practices, pricing, support, and more.
AccountantPDF cuts processing time from 60 minutes to just 5 minutes per client. Drag and drop your bank and credit card statements, and our AI extracts and classifies every transaction into a ready-to-use Excel file—saving up to 55 minutes per client.
We currently process PDF bank statements and credit card statements. The system handles multi-page documents and recognizes standard formats from major U.S. banks. Results are delivered as classified Excel/CSV files ready for your accounting software.
Our AI classification is trained specifically for accounting categories and achieves industry-leading accuracy. Transactions are matched against the Chart of Accounts with confidence scores, and you can review or adjust any classification before finalizing.
We are in pre-launch with early-bird pricing. Plans are page-based and range from the Starter tier (400 pages/month) to Business (4,000 pages/month). Annual plans unlock additional savings.
Firms save an average of $15 per client processed plus 92% of the manual data entry time. Processing 200 clients per tax season can translate to $3,000+ in labor savings and hundreds of hours returned to billable advisory work, often delivering ROI within the first month.
Yes. We use bank-level encryption (AES-256) for all data in transit and at rest. Files are processed in isolated, secure environments, never stored permanently, and handled under SOC 2 Type II practices with strict retention policies.
Yes. We offer a free demo so you can test the platform with your own statements. Upload your files and see the results in under five minutes—no credit card required.
You can purchase additional page packs on demand or upgrade to a higher tier. Annual plans include flexible rollover options so you can scale during tax season without interruptions.
Ambiguous transactions include alternative classification suggestions and confidence scores. Review flagged items quickly, make your selections, and the system learns from your input to improve future classifications.
Unlike broad bookkeeping suites, AccountantPDF focuses exclusively on automating bank statement processing during tax season. You get purpose-built AI for CPAs and seasonal pricing that aligns with your workflow instead of year-round overhead.
No installation is required. AccountantPDF is 100% cloud-based—log in from any browser, upload your files, and download the classified Excel file in minutes.
We provide priority email support with responses under four hours during peak months (January–May). The knowledge base includes step-by-step guides, and early-bird customers gain access to live office hours for direct Q&A.