Simplify Your Work, Impress Your CPA, and Save the Day
Built for CPA Assistants managing tight deadlines and high workloads. Automate manual data entry, eliminate errors, and handle more clients—fast and stress-free.
Seamlessly Process Statements from any Bank
And 40 more!
Seamlessly Process Statements from any Bank
And 40 more!
Why CPA Assistants Love Tax-Time-Saver
Take Control of Manual Data Entry
Stop spending hours inputting transactions.
Easily convert PDFs to Excel or QuickBooks.
Focus on value-added tasks that make you indispensable.
Help Your Team Handle More Clients
Automation allows you to process more statements and support a growing client base without burnout.
Avoid Costly Mistakes
Manual processes are error-prone. Cash Director ensures your work is accurate and reliable.
Shine During Tax Season
Be the hero of your team by streamlining data entry and reducing the crunch time stress.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
How It Works:
Upload Bank Statements: Import PDFs or scanned documents, even printouts.
Automated Data Extraction: The system reads, organizes, and converts data into Excel or QBO formats.
Optional Categorization: Apply categorization rules to further reduce manual effort.
Download and Use: Export files for seamless QuickBooks integration or further processing.
Start Free: 10 Conversions On Us
Test Cash Director with your first 10 conversions for free—no commitment required.
Example Pricing in Action:
100 transactions for 2 months = 2 credits | 90 transactions for 1 month = 1 credit | 110 transactions for 1 month = 2 credits
Flexible Volume-Based Pricing Plans
Example Pricing in Action:
100 transactions for 2 months = 2 credits | 90 transactions for 1 month = 1 credit | 110 transactions for 1 month = 2 credits
Testimonials from PROs Like You
"Cash Director has made me so much more efficient. I can process client statements in minutes, not hours!"
— Lisa D., CPA Assistant
"This tool helped me keep up during tax season without feeling overwhelmed. My team noticed the difference!"
— Michael P., Accounting Assistant
"I use Cash Director every day—it saves me so much time and ensures my work is error-free. A must-have for any assistant."
— Emily R., CPA Assistant
Frequently Asked Questions
How does this help me day-to-day?
By automating repetitive tasks like data entry, you’ll save hours of work and have more time for important responsibilities. You’ll look great to your team while avoiding burnout.
Can I customize how data is categorized?
Yes! Cash Director allows you to set categorization rules tailored to your CPA’s preferences, ensuring a smooth workflow.
Is support available if I get stuck?
Absolutely. Our support team is here to help you every step of the way.