Catching up several years of books from PDFs.

A catch-up engagement usually arrives as a pile of PDFs covering months or years, from accounts whose export windows closed long ago. The bookkeeping itself is not the hard part — getting the transactions into a spreadsheet you can trust is.

This is built for that volume: batches rather than one file at a time, and a balance check on every statement so you know which ones reconcile before you start categorising.

Why the balance check matters most here

On a catch-up you are working with statements you did not receive at the time, for a period you cannot remember. There is no intuition to catch a wrong number. A row-by-row reconciliation is the only thing standing between a typo and a set of books that quietly does not tie out.

Batches, and what they cost

Drop up to 25 statements at once. Billing is per page, so a batch costs exactly what the same statements would cost one at a time — there is no penalty for doing the whole job in one go.

Straight into QuickBooks

Alongside Excel and plain CSV, there is a three-column Date/Description/Amount CSV shaped for QuickBooks import, so the output does not need reshaping before it goes in.

Questions

How many statements can I convert at once?

Up to 25 files in a single batch. Larger jobs can be run as several batches against the same plan.

Is it priced per statement or per page?

Per page, which is what the work actually costs. Plans show roughly what that means in statements, since most run three to six pages.

Can I cancel a plan?

Yes — monthly, cancel in two clicks, no annual contract.

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