Tools for accountants and bookkeepers — Works with Excel

7 match your filters — 6 of them answered our check today.

Watching this group for 17 days · how we check

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Doesn't mention AI5Free3No sign-up2Works offline1Data stays with you1

AbraTax

Live

Lets UK sole traders and small businesses file VAT and Income Tax returns to HMRC directly from their existing spreadsheet.

Free
What to know▼
How it works
HMRC-recognised bridging software files MTD returns straight from a spreadsheet
What's different
No need to switch to a full accounting platform
Pricing
Free trial ahead of MTD Income Tax deadline

Watched for 5 days · last checked today

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EasyFinancialModels.com

Live

Generates formula-linked Excel financial models (three statements, DCF, IRR, sensitivity tables) from your inputs in minutes, free, no sign-up — for founders and finance pros needing investor-grade models fast.

FreeNo sign-up
What to know▼
How it works
Generates fully formula-linked Excel financial models from your inputs: pick from 21 industries, enter assumptions, and download a 15-sheet workbook with three linked statements, DCF valuation (WACC/CAPM, Gordon-Growth terminal value), IRR, sensitivity tables and integrity checks. Also builds standalone cashflow, DCF and free-cash-flow models spanning 3-25 years, annual or quarterly, in 30+ currencies.
Pricing
Free, no sign-up.
Best for
Founders and finance professionals who need an investor-grade financial model quickly instead of building one from scratch.

Watched for 14 days · last checked 8d ago

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Bank Statement Engine

Live

Uploads bank statement PDFs and converts them into Excel, CSV, QBO, OFX or QIF files in seconds, no account needed. Built for accountants and bookkeepers who'd otherwise retype statements by hand.

FreeNo sign-up
What to know▼
How it works
Converts uploaded PDF bank statements into Excel, CSV, JSON, QBO, OFX or QIF files, supporting both digital and scanned PDFs via built-in OCR, including password-protected statements. A REST API is available for programmatic access.
What's different
Works with 10,000+ banks worldwide and handles scanned as well as digital PDFs.
Pricing
Free, no account required, no page limits or fees.
Best for
Accountants, bookkeepers and small business owners who'd otherwise retype bank statement transactions by hand.

Watched for 17 days · last checked 2d ago

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Statement Edge

Live

Converts PDF bank and credit card statements into clean CSV, Excel, QuickBooks or Xero files, built for accountants and bookkeepers tired of manual cleanup.

What to know▼
How it works
Converts PDF bank and credit card statements into clean, import-ready CSV, Excel, QuickBooks or Xero files.
What's different
Built specifically for accountants and bookkeepers who need reliable, structured data rather than exports that require manual cleanup.
Best for
Accountants, bookkeepers and finance teams processing PDF bank statements regularly.

Watched for 17 days · last checked 8d ago

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Bank Statement Converter

Live

Converts PDF bank statements into structured Excel/CSV files automatically, saving finance professionals and accountants the hours normally spent manually re-typing and reconciling transactions.

Can export my data
What to know▼
How it works
Extracts transaction data from PDF bank statements and converts it into structured Excel and CSV spreadsheets automatically.
Best for
Accountants, bookkeepers, auditors, financial analysts, and finance teams who regularly reconcile bank statements and want to skip manual re-entry.

Watched for 17 days · last checked 8d ago

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LeakScan

Live

Scans your accounts-payable export in the browser for duplicate vendor payments, and the file never leaves the tab. Built for finance teams doing AP audits, not general spreadsheet work.

Data stays with youCan export my data
What to know▼
How it works
Scans an AP export (CSV/Excel) in the browser for suspected duplicate vendor payments — same invoice paid twice, invoice number variants, duplicate payment references, unapplied credits — and produces a CFO-ready HTML report plus Excel export.
What's different
Runs entirely in the browser under CSP that blocks outbound requests, so the file never leaves the tab.
Best for
Finance teams running accounts-payable audits.
Watch out
The reported result (found $38,125 of planted duplicates, 5/5, with zero false alarms) comes from a blind test the vendor ran itself, not an independent audit.

Watched for 17 days · last checked 1d ago

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FinXtract

Lets Indian accountants extract bank statements and invoices into clean data with Tally sync instead of manual data entry.

Works offline
What to know▼
How it works
AI extraction with 96%+ accuracy, automated GSTR-2A/2B reconciliation, 1-click Tally connector
Best for
CAs, accountants and finance teams in India

First seen today

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