Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

Description

StatementSheet is an intuitive web-based platform that transforms PDF bank statements into organized Excel or CSV files within seconds. Built for accountants, freelancers, and small business owners, it streamlines financial reporting by removing the need for manual data entry. Users upload their bank statements in PDF format, and StatementSheet’s advanced technology automatically extracts and formats the data into clean, structured spreadsheets. The tool supports a variety of bank layouts and ensures consistent formatting for accurate results. There is no software installation or configuration required, enabling quick and easy use. StatementSheet processes all files securely and delivers outputs that integrate seamlessly with popular accounting applications. This makes tasks like account reconciliation, tax preparation, and cash flow management faster and less error-prone. Overall, it helps users save valuable time and reduce financial reporting errors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

$20
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Vendor Details

Company Name

StatementSheet

Founded

2024

Country

United Kingdom

Website

statementsheet.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Alternatives

Alternatives

Solvas Accounting Reviews

Solvas Accounting

Alter Domus Data Solutions Inc.
Gen BAL Reviews

Gen BAL

SAG Infotech Pvt Ltd
Visual Cash Focus Reviews

Visual Cash Focus

Cash Focus