The month-end close, fixed
The grind we built BridgeBooks to kill
Getting statements into QuickBooks Online shouldn't mean re-typing PDFs line by line. Here's what slows firms down — and what BridgeBooks does instead.
Hand-keying statements into QuickBooks, client after client.
Our AI extracts every transaction in seconds — scanned, messy, or multi-page, it doesn’t matter.
Coding the same vendors a little differently in every client’s books.
Set a vendor rule once and it auto-codes transactions across all your clients.
Juggling logins and files to move between client books.
One login for every client — switch between their books in a single click.
Babysitting bank feeds that silently break and need re-connecting.
BridgeBooks reads the statement directly — no feeds or integrations to maintain.
Simple process
From statement to QuickBooks in one reviewed pass
Five steps, no manual data entry, no bank logins, no integrations to maintain.
- 1
Connect QuickBooks Online
Connect your client’s QuickBooks Online company in a couple of clicks. No bank logins, no integrations to maintain.
- 2
Upload statements
Drop in up to 12 statements at once — bank, credit card, Venmo, and more. Any format, PDF or CSV.
- 3
AI extracts, dedupes & codes
Our AI extracts every transaction, your vendor rules auto-code it, and 4-level duplicate detection flags anything already in the books.
- 4
Review & flag
Review the extracted transactions, adjust vendors or accounts, and flag anything that needs a second look — before it touches QuickBooks.
- 5
Push & sync
Push the transactions you approve to QuickBooks Online. Post-push edits stay in sync both ways.
Feature set
Everything a firm needs to ingest statements at scale
A complete pipeline for getting statements into QuickBooks Online — built around how accounting firms actually work.
Extract any statement, automatically
Our AI reads any statement — bank, credit card, Venmo, and more — scanned, messy, or multi-page, even corporate statements with multiple cardholders. Upload up to 12 at once.
Code transactions with reusable rules
Set a vendor rule once at the company or firm level and it applies everywhere — and create new QuickBooks vendors mid-review without leaving the screen.
Stop duplicates before they reach QuickBooks
4-level exact and fuzzy matching flags transactions already in the books, so nothing posts to QuickBooks twice.
Review and approve before anything posts
Adjust vendors, accounts, and amounts, flag anything uncertain, and push only the transactions you approve — nothing reaches QuickBooks unreviewed.
Two-way sync with QuickBooks Online
Push the transactions you choose, retry failures without starting over, and have post-push edits flow back automatically.
Coverage and history at a glance
A coverage calendar shows which months are imported, pushed, and reconciled for every account — and every transaction is logged and exportable to CSV.
Why firms choose BridgeBooks
Built for firms managing many client books — not a one-off converter
A generic statement converter handles a single business. BridgeBooks is built for the accountant or bookkeeper running dozens of QuickBooks Online clients at once.
- Switch between client books in a single click — one login for your whole book of business.
- Reuse vendor rules across every client instead of rebuilding them one company at a time.
- Give your team the right access — Admin, Accountant, Reviewer, or Viewer — with a full audit trail of every action.
- No per-client bank integrations to set up or maintain — every client works the same way.
- Track statement coverage across all your clients so nothing slips through at close.
- Keep control of each client’s books with a review-and-approve step before every push.
bank, credit card, Venmo & more
Any statement
per upload batch
Up to 12 files
duplicate detection before push
4-level
Security & trust
Your clients' financial data, handled like it should be
Security isn't a feature bullet for an accounting firm — it's the gate. Here's how BridgeBooks protects every client's books.
Row-level data isolation
Postgres row-level security walls off every firm’s data at the database layer — your clients’ records are never visible to anyone else.
Two-factor authentication
Email-based 2FA on every login, with optional 30-day trusted devices so your team isn’t slowed down.
Full audit logging
Every push, rule change, and team action is logged with the user, timestamp, and details.
Role-based access
Admin, Accountant, Reviewer, and Viewer roles control exactly what each team member can see and do.
Encrypted in transit & at rest
Statements and transaction data are encrypted both in transit and at rest.
Protected QuickBooks tokens
Your QuickBooks OAuth tokens are stored server-side and never exposed to the browser.
FAQ
Questions firms ask before a demo
How BridgeBooks imports statements into QuickBooks Online — and what firms want to know first.
See BridgeBooks on your own client statements
Book a 20-minute demo — we'll walk through the full workflow on a real statement, answer your firm's questions, and put together a custom quote.
- Upload to reviewed push, end to end
- Run on a real client statement
- A custom quote for your firm
Request your demo
A real person responds — no automated follow-ups.