Bank Statement Chaos,
Meet Smart Order.

Drop your bank or credit card statement and watch every transaction get automatically matched to the right vendor, account, and outstanding bill — then imported into QuickBooks Desktop in one click.

Join the Waitlist See How It Works
0%
Match Accuracy
0 sec
Per Statement
0-Click
QB Import
HOW IT WORKS

Three Steps. Zero Headaches.

Upload Statement Drag your bank or credit card statement here Supports .csv, .ofx, .qbo, .xlsx Browse Files
1

Upload

Drop your bank or credit card statement. Any format, any bank — we handle it.

Transaction Matching 97% done Date Description Vendor Account Amount 01/15 AMZN MKTP US*2R7... Amazon Office Supplies -$84.32 01/16 VERIZON WRLS*PAY Verizon Telephone -$142.87 01/17 ACH PMT STAPLES Staples Bill #1047 -$312.00 01/18 DEP TRANSFER ACH Acme Corp Inv #2290 +$1,500
2

Auto-Match

Intelligently matching every transaction to the right vendor, GL account, and open bills or invoices - just the way you would.

Import to QuickBooks Transactions 47 Matched 46 Net Amount -$12,847 Sending to QuickBooks Desktop... 86% ✓ 40 checks imported ✓ 4 bill payments linked ✓ 2 invoice deposits applied ▶ Importing deposit #47...
3

Send to QuickBooks

One-click import pushes reviewed transactions straight into QuickBooks Desktop.

CAPABILITIES

Every Transaction, Perfectly Placed.

Vendor Matching

Correctly match transactions to your existing QBs vendor list. Transactions with new vendors are flagged for easy add.

GL Account Mapping

Transactions are automatically categorized to the correct chart-of-accounts entry based on learned patterns.

Bill Matching

Outgoing payments are matched against open bills by amount, vendor, and date so payables stay clean.

Invoice Matching

Incoming deposits are linked to outstanding invoices, closing receivables automatically.

Transfer Detection

Inter-account transfers are identified and routed correctly so they don't create phantom income or expenses.

Duplicate Protection

Intelligent de-duplication prevents the same transaction from being imported twice, even across overlapping statements.

WHY SWITCH

Hours of Work. Done in Seconds.

The Manual Way
  • Open statement, cross-reference vendor names by eye
  • Look up each GL account in the chart of accounts
  • Manually search for matching open bills
  • Key every transaction into QuickBooks one by one
  • Double-check for duplicates against prior imports
  • Hope you didn't mis-categorize anything
30 to 60+ minutes per statement
The Booxie Way
  • Upload statement — vendors matched instantly
  • GL accounts auto-categorized on the spot
  • Open bills and invoices linked automatically
  • One-click batch import to QuickBooks
  • Duplicates caught before they enter the books
  • Full audit trail for every decision
3 to 6 seconds per statement

Ready to Stop Doing This by Hand?

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