AI Transaction Processing

Turn PDFs, Excel, and Checks into QuickBooks Imports in <48h using AI

Upload your files by 5pm, and within 48h you’ll have a 100% accurate, QuickBooks-formatted Excel file — no matter the volume.

AI Transaction Processing Dashboard

Our Features

AI transaction processing with guaranteed results

Guaranteed 48h Delivery

Upload between 9am–5pm, get results from 9am the next day, or within 48h. *Timeline might differ for scanned PDFs

Any Volume

Hundreds or thousands of transactions processed with guaranteed turnaround.

Reads Checks Too

Scanned checks are digitized and included with precision.

AI-Powered Accuracy

Transactions are categorized and error-free, ready to reconcile.

QuickBooks Import-Ready

Output matches QuickBooks' Excel import formatting exactly.

Cost Savings

Eliminate manual entry and cut bookkeeping costs down to AI-level.

How It Works

Simple, professional workflow designed for accounting professionals

01

Upload Files

Set up client information and import PDFs, Excel sheets, chart of accounts and general ledgers.

02

AI Extraction

Transactions are extracted, validated, and categorized automatically.

03

Output & Review

Find your login credentials via email to access your results.

04

Export to QuickBooks

Export formatted Excel and Import seamlessly into QuickBooks, no reformatting required.

Professional Workflow Process

Frequently Asked Questions

What types of PDFs do you acccept?

We accept all bank statement PDFs. Longer processing times required for scanned PDFs.

What counts as a transaction?

A transaction is any single entry from a bank statement that our AI processes and categorizes. This includes deposits, withdrawals, transfers, and any other line items that appear on your bank statements.

Who is Novat for?

Novat works best for catch-up bookeeping, or for clients who prefer to use PDF statements. Novat features are the most helpful for P&L statements.

Can I upgrade or downgrade my plan?

Yes, you can upgrade or downgrade your plan at any time. Changes will take effect at the start of your next billing cycle.

Do unused transactions roll over to the next month?

No, transaction limits reset at the beginning of each billing cycle. Unused transactions do not roll over.

Is there a free trial available?

Yes, we offer a 14-day free trial on all plans so you can experience the full power of our AI "Penny" before committing.

What payment methods do you accept?

We accept all major credit cards, including Visa, Mastercard, American Express, and Discover.

Ready to Streamline Your Workflow?

Join accounting professionals who trust our guaranteed next-day processing for their QuickBooks transaction management.