Pricing
Straightforward pricing for firms of every size.
Start with a free trial. Scale from a single bookkeeper to a full firm. No lock-in, cancel any time.
Starter
For solo practitioners
Steady monthly volume for a one-person practice.
$39/ month
$31/ mo, billed annually
Choose StarterChoose Starter- 250 pages / month
- 1 member
- Unlimited client folders
- CSV, Excel & QBO/OFX export
- Unlimited rules engine
- Standard soft-delete
Professional
For growing firms
Higher volume, a full team and audit-ready retention.
$99/ month
$79/ mo, billed annually
Get startedGet started- 1,000 pages / month
- Up to 10 members
- Unlimited client folders
- CSV, Excel & QBO/OFX export
- Unlimited rules engine
- Full audit trail & retention
“Year-end used to mean weekends of data entry. Now a stack of statements is clean, categorised data in minutes.”
Enterprise
For firms at scale
Custom volume, security review and onboarding for large teams.
Custom
Talk to us- Volume-based pricing
- Unlimited members and SSO
- Full audit trail & custom retention
- Custom export schemas & API
- Dedicated account manager
- SLA & priority onboarding
Free trial · no credit card
Prove the value before you pick a plan
Run real client statements through it first, 50 pages on us, then choose the plan that fits.
- 50 pages, one time
- 1 member
- All export formats
- Unlimited client folders
Page limits are a hard cap, never an overage charge. When a workspace reaches its limit, conversions stop and Starter is one click away. Nothing bills you by surprise.
- BANK-GRADESECURITY
- DATAPRIVACY
- GDPRCOMPLIANT
- AES256-BIT
Off season
Pause without losing the setup.
Accounting volume is seasonal. Rather than cancelling and rebuilding every client folder and categorisation rule next year, move the workspace to Workspace Keeper and pick the work back up where you left it.
A cancelled workspace is kept for 6 months before its documents are deleted. Workspace Keeper keeps it for as long as you keep the plan, and reactivating means moving back up to Starter or Professional.
Workspace Keeper
$10/ month
- Client folders, categories and rules kept intact
- Every parsed document and export kept
- 0 pages a month: no conversions while it is on
- Reactivate to a full plan at any time
Compare every plan
| Feature | Free trial | Starter | Professional | Workspace Keeper | Enterprise |
|---|---|---|---|---|---|
| Price | $0 | $39 / month | $99 / month | $10 / month | Custom |
| Billed yearly | $0 | $372 / year | $948 / year | Not offered | Custom |
| Page volume | 50 / one time | 250 / month | 1,000 / month | 0 / month | Volume-based |
| Conversions | Included | Included | Included | None | Included |
| Team members | 1 | 1 | 10 | 1 | Unlimited |
| Client folders | Unlimited | Unlimited | Unlimited | Kept | Unlimited |
| CSV, Excel & QBO/OFX export | Yes | Yes | Yes | Existing exports kept | Yes |
| Rules engine | Unlimited | Unlimited | Unlimited | Kept | Unlimited |
| Compliance | Soft-delete | Soft-delete | Full audit trail | Soft-delete | Full audit trail & custom retention |
| Best for | Proving value | Solo practitioners | Growing firms | The off season | Firms at scale |
Questions, answered
01What exactly counts as a page?
Every page of a statement document you upload. We do not sort pages into ones that count and ones that do not, so the number against your allowance is the document's own page count, and it is the same number whoever is reading it.
02What happens when I reach my page limit?
Conversions stop, and nothing bills you for going over. There is no overage rate: the limit is a hard cap, so the only way past it is to move up a plan, which takes effect immediately. Starter is 250 pages a month and Professional is 1,000.
03How does the 50 page free trial work?
Your first 50 pages are free to process, with no credit card. You get the full rules engine and every export format. It is a one-time allowance for the whole life of the workspace rather than a monthly one, so it is there to run a real client statement through the system and check the result against the paper. Once those 50 pages are used, pick the plan that fits your firm.
04Can I pause my account after tax season?
Yes. Instead of cancelling and losing your setup, switch to Workspace Keeper at $10 a month. It keeps your client folders, categorisation rules and parsed documents intact for as long as you keep the plan. It converts nothing while it is on, which is the whole point of the price, and you move back up to a full plan when the work returns.
05Is my clients' financial data secure?
convertin.to is GDPR compliant, and files are secured with AES 256-bit encryption, processed in isolation and never used to train models. Data handling is standard soft-delete on Starter, and strict, audit-ready retention on Professional and Enterprise. We never use your private financial data to train public AI models.
06Do you integrate directly with my accounting software?
convertin.to generates formatted, bank-ready CSV, Excel and QBO/OFX files, designed to upload directly into QuickBooks, Xero, Sage or any major general ledger software, without re-mapping columns or fixing broken dates.
Try it before you pay a penny.
Convert your first statements free, no account, no card required.