Every plan includes the full feature set: OCR-powered extraction, AI Smart Tagging, all export formats, and fair page counting that only charges you for real transaction data.
No credit card requiredCancel anytimeOnly data pages count toward your limitFiles deleted instantly after conversion
✦ OCR-powered fair page counting — only data pages countOur OCR technology automatically detects which pages contain real transaction data. Cover sheets, terms & conditions, interest rate disclosures, and blank filler are automatically detected and excluded. A 14-page statement with 5 pages of legal text? You’re counted for 9 pages — not 14.
🇺🇸USD
🇺🇸 USD — US Dollar
🇪🇺 EUR — Euro
🇬🇧 GBP — British Pound
🇨🇦 CAD — Canadian Dollar
🇦🇺 AUD — Australian Dollar
🇯🇵 JPY — Japanese Yen
🇧🇷 BRL — Brazilian Real
MonthlyYearly
Save 30%
1,100pages / year+ 200 bonus pages
3,500pages / year+ 500 bonus pages
8,800pages / year+ 1,000 bonus pages
Starter
Individual
Perfect for solo operators, freelancers, and small business owners.
⏱ Save ~6 hrs/month
$39/month
✓75 data pages/month — cover & terms never count
✓OCR-powered transaction extraction
✓AI Smart Tagging (optional)
✓Batch upload — multiple PDFs at once
✓All 11 preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Files deleted instantly after conversion
✓Email support
+ 10 free data pages on sign-up (one-time)
✦ Most Popular
Professional
Professional
Best for bookkeepers and accountants handling multiple clients.
⏱ Save ~24 hrs/month
$99/month
✓250 data pages/month — cover & terms never count
✓OCR-powered transaction extraction
✓AI Smart Tagging (optional)
✓Batch upload — multiple PDFs at once
✓All 11 preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Files deleted instantly after conversion
✓Priority support
+ 10 free data pages on sign-up (one-time)
Business
Business
Built for accounting firms managing high statement volumes.
⏱ Save 60+ hrs/month
$199/month
✓650 data pages/month — cover & terms never count
✓OCR-powered transaction extraction
✓AI Smart Tagging (optional)
✓Batch upload — multiple PDFs at once
✓All 11 preset expense categories
✓Edit, flag & add notes inline
✓Per-category totals & summaries
✓Export to Excel, CSV, QuickBooks & more
✓Files deleted instantly after conversion
✓Larger file sizes & batch processing limits
✓Multi-user team access
✓SLA-backed support
+ 10 free data pages on sign-up (one-time)
Everything, compared
All plans include the full feature set. The main difference is how many data pages you can process per month.
Feature
Individual
Professional
Business
Page Limits
Data pages / month
75
250
650
Cover, terms & filler pages counted
Never ✦
Never ✦
Never ✦
Extraction & Processing
OCR-powered data extraction
✓
✓
✓
Works with scanned & hand-written fields
✓
✓
✓
Batch upload (multiple PDFs)
✓
✓
✓
100+ supported bank formats
✓
✓
✓
Categorization
11 preset expense categories
✓
✓
✓
Custom categories
✓
✓
✓
Optional AI Smart Tagging
✓
✓
✓
Editing & Export
Edit, flag & add notes inline
✓
✓
✓
Per-category totals & summaries
✓
✓
✓
Export to Excel (.xlsx)
✓
✓
✓
Export to QuickBooks, Xero, Wave, Sage, Zoho
✓
✓
✓
JSON project file export
✓
✓
✓
Privacy & Security
Files deleted instantly after conversion
✓
✓
✓
No data retained between sessions
✓
✓
✓
Encrypted in transit (TLS)
✓
✓
✓
Advanced Features
File size & batch processing limits
Standard
Standard
Higher
Support & Team
Email support
✓
✓
✓
Priority support
—
✓
✓
Multi-user team access
—
—
✓
SLA-backed support
—
—
✓
Pricing questions answered
How does OCR-powered page counting work — does every PDF page count?
No. Our OCR technology automatically detects which pages contain real transaction data, and only those pages count toward your plan. Cover pages, terms and conditions, interest rate tables, legal disclosures, and blank filler pages are automatically detected and excluded. A 14-page bank statement with 5 pages of fine print? You’re counted for 9 pages — not 14. Your plan goes further, and you’re never penalized for how banks format their documents.
Is there a free trial? Do I need a credit card?
Yes — try DocuBalance free with no credit card required. Every new account gets 10 free data pages as a one-time welcome bonus (first month only). That's enough to process your first statement and see the full output before choosing a plan. No commitment, no gotchas. Paid plans renew monthly or yearly — your free bonus pages do not renew.
Can I upgrade or downgrade my plan?
Yes — you can change plans at any time from your account dashboard. Upgrades take effect immediately; downgrades apply at your next billing cycle.
What happens if I hit my page limit?
The tool will notify you when you’re approaching your limit. Once reached, you can upgrade your plan to continue processing, or wait until your limit resets at the start of your next billing cycle.
What’s the difference between the plans?
The main difference is data pages per month — 75 for Individual, 250 for Professional, 650 for Business (or 1,100 / 3,500 / 8,800 total pages on a yearly plan — not reset monthly). All plans include the complete feature set: OCR-powered extraction, AI Smart Tagging, all export formats, batch upload, all categories, and fair page counting. Professional adds priority support. Business adds multi-user team access and SLA-backed support.
Is my financial data safe?
Yes. Every uploaded PDF is permanently deleted immediately after processing — it never sits on our servers. All data is encrypted in transit, nothing is retained between sessions, and your information is never sold, shared, or used to train any AI models.
Does the yearly plan auto-renew?
Yes — yearly plans renew automatically at the end of each year. You’ll receive a reminder before your renewal date and can cancel or change plans at any time before then.
Start converting statements today.
No credit card. No setup. Upload a PDF and let OCR extract the data instantly. See clean, categorized transactions in under a minute.