For multi-venue & hospitality operators

Give Your Accountant a Clean File, Not a Stack of PDFs

Hospitality accounts run at a volume most tools weren't built for: dozens of small supplier payments a week, across multiple venues and entities. Convert statements into categorised CSVs before any of it reaches your bookkeeper.

Supports PDF files up to 10MB

Why hospitality specifically

A single venue with a handful of suppliers is manageable by hand. Ten venues, each with their own account, running food and beverage suppliers, EFTPOS fees, casual wage top-ups, utilities, and equipment leases, is a different problem entirely. The transaction volume alone means someone, usually the owner or an office manager wearing five hats, is spending days each quarter just getting statements into a state their accountant can actually work with.

We built this after a conversation with the owner of a multi-venue hospitality group, ten venues and around 250 staff, who also runs a wholesale coffee roastery on the side. She hadn't used the tool yet when we spoke, but the moment she heard "categorised CSV export" she immediately named the actual cost: the hours her business spends every quarter just wrangling PDF statements before anything productive can happen with them, across both the venues and the roastery's own accounts.

Why this saves money, not just time

Most bookkeepers and accountants bill by the hour, and coding uncategorised transactions is billable time. If they're opening a folder of PDF statements from ten venues and manually working out which line items are food supply, which are wages-adjacent, and which are one-off equipment costs, that's hours on an invoice before any actual advice happens. A statement that already has a category on most transactions turns that into a review job instead of a data entry job.

The category list here isn't hospitality-specific out of the box, it's the same rule set used across every account type: groceries, dining and takeaway, transport, bills and utilities, subscriptions and software, fees and interest, transfers, and so on. For a hospitality business, a lot of the recurring overhead, EFTPOS fees, utilities, insurance, loan repayments, falls cleanly into those existing categories. What's left as Uncategorised tends to be exactly the kind of one-off supplier or wholesale account line an accountant would want to look at directly anyway.

Running more than one entity

A hospitality group with several venues plus a side business, a wholesale brand, a roastery, an events arm, is usually running more than one set of books. Each entity's statements go through the same converter separately, there's no cross-account linking or login required to manage multiple businesses under one profile. That's a deliberate limitation rather than a missing feature: this tool holds nothing between sessions, so there's nothing to link even if we wanted to.

In practice that means processing each venue's account and the wholesale side's account as separate uploads, and ending up with a matching set of categorised CSVs, one per account, ready to hand to whoever does the books.

Business banking supported

Business account statements from CommBank, ANZ, Westpac, NAB, ING, and UBank all convert through the same process as personal accounts, categorisation included. If a venue banks somewhere not yet listed, let us know which bank and we'll prioritise it.

What Our Customers Say

Banks like Westpac only let you download CSV files for the past 18–24 months. If you need older data, you're stuck downloading PDFs and manually extracting transactions from pages of formatting and bank jargon. That job is a real slog. Your product handled it instantly and gave me clean data.

Mark

Manufacturing, former HR/Finance Systems Consultant

As someone preparing tax returns, going through PDF bank statements manually is a real hassle. This tool dumps everything into Excel format instantly. Huge time-saver.

David

Director, Tax & Accounting Firm

Great tool for dealing with PDF statements from clients. The data comes out clean and ready to import, which saves a lot of repetitive work. I had one client with statements going back several years, and this handled them all without a hitch. Highly recommend for accountants and bookkeepers.

Tamara

Bookkeeper, Self-Employed

Converted several years of bank statements in minutes and saved me a lot of effort. I initially wasn’t sure if it would handle my older statement formats, but once I tried it, it worked well. Would recommend if you’re dealing with PDFs.

James

Owner, Construction Company

Questions

Does this work for multiple venues or accounts at once?

Yes. Each PDF statement converts on its own, so if you run separate accounts per venue, per entity, or a mix of trading and wholesale accounts, you upload and convert each one and end up with a set of categorised CSVs. Nothing links your accounts together on our end, there's no login required to hold multiple entities, which is deliberate, we don't store anything.

Will this replace our POS or rostering software's reporting?

No. This only looks at bank statement transactions, money in and out of your accounts. It has nothing to do with till reconciliation, tips, or wages data sitting in a POS or rostering system. It's specifically for the bank side of the books, supplier payments, fees, utilities, loan repayments, and so on.

Does it understand hospitality-specific spending, like food and beverage suppliers?

Broadly, yes, keyword categories like Groceries, Dining & Takeaway, Fees & Interest, Bills & Utilities, and Transport catch a lot of standard supplier and overhead spend. A specific wholesale butcher or produce supplier with an unusual trading name may not be recognised on the first pass and will show up as Uncategorised rather than being guessed at incorrectly, which is the safer failure mode when your accountant is relying on the file.

Is our banking data stored or used to train anything?

No. There's no AI involved and no file storage. Your PDF is converted in the same request it's uploaded in, and nothing about your transactions is kept afterwards. For a business with dozens of accounts across multiple venues, that matters more than it does for a single personal account.

More on this

Bank Statement Categorisation for Hospitality Businesses