AgencyPlatform vs Transactions

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Convert bank and credit card transactions

Need to import bank or credit card transactions in a CSV/XLS/XLSX/TXT, PDF, QFX, OFX, QBO, QIF/QMTF, MT940/STA file into your accounting or personal finance software but cannot seem to make it work?

The Solution: try the Transactions app. It can convert your transactions into a format that your accounting/personal finance software can import.

The Transactions app converts your bank and credit card transactions files into a file format compatible with your accounting or personal finance software like QuickBooks (Desktop or Online), Quicken, Xero, Sage, Wave, FreeAgent, Banktivity, Kashoo, ZARMoney, Excel and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV.

Location: Whitby, Canada