Import and classify bank transactions from PDF statements using AI, saving hours of manual work and reducing errors.
Discover how our AI Assistant Penny transforms your QuickBooks transaction management workflow.
Process hundreds of transactions in seconds, not hours. Penny's AI engine can extract and categorize an entire statement in just 1.26 seconds on average.
Trained on millions of transactions to ensure accurate vendor identification and categorization, reducing manual corrections in QuickBooks.
Penny learns from your corrections and preferences, getting smarter with every use to better match your specific QuickBooks needs.
Your data is processed with the highest security standards. We never store client transaction data, ensuring complete privacy.
Create custom rules for specific vendors or transaction types to automate categorization exactly how you want it in QuickBooks.
Export processed transactions to QuickBooks with just a few clicks, eliminating manual data entry.
A simple three-step process that transforms hours of work into minutes.
Simply drag and drop your bank statements in PDF format.
Penny's AI extracts and categorizes all transactions automatically.
Make any adjustments and export to QuickBooks.
Penny works seamlessly with your existing accounting software and bank statements.
Hear from accounting professionals who have transformed their workflow with Penny.
Choose a plan that fits your needs and start saving time today.
View PricingGet answers to common questions about Penny.
Penny achieves a 93.56% accuracy rate on average for vendor identification and categorization. The AI continues to learn from corrections, improving over time for your specific needs.
Absolutely. We process your data in real-time and do not store any client transaction information. All processing is done with bank-level security protocols in place.
Penny works with PDF statements from virtually any bank, including all major institutions like Bank of America, JPMorgan Chase, Citibank, Wells Fargo, and many more.
Yes, Penny supports exports to all major accounting software including QUICKBOOKS, Xero, Sage, FreshBooks, and more. You can export in various formats including CSV, QBO, and direct API integration.
Penny processes most statements in just seconds. Our average processing time is 1.26 seconds per transaction.
Join hundreds of accounting professionals who have revolutionized their workflow with Penny.
