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2ofx Convert Pro
$149.95 – $349.95
Powerful collection of financial file converters for Advisors or pro users to extract transactions from PDF statements and other source formats into online accounting apps like Xero, Freshbooks, Zoho, or Wave as well as desktop accounting applications.
- Convert transactions from PDF, CSV, QIF or Excel into the QIF or OFX formats.
- Optional PDF+ license lets you also extract transactions from scanned PDF statements. PDF+ is the only Optical Character Recognition (OCR) technology specialized for bank statements. And if there is a text recognition problem, PinPoint optimization either fixes it or indicates where to look.
- Advanced PDF features let you process multiple statements at once, save multiple profiles, determine which account within a PDF statement to convert and create user-specified text strings for account processing
- Automatic balance reconciliation ensures data conversion accuracy, while auto-assisted cleanup of transaction payee names saves time and makes your accounting data more accurate.
- Smart algorithms auto-check formats/bypass non-relevant errors and worldwide settings offer U.S. & European date formats plus major global currencies
- Ability to convert files from PDF or QFX to CSV and use Excel or other spreadsheet for data cleansing before import into your cloud accounting app
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