Integrations
Every major bank, card, and payment platform
BridgeBooks reads PDF statements directly, so it works with any bank that issues one. Below are the integrations with dedicated guides — but the workflow is the same for every PDF or CSV you upload.
All integrations
American Express
Amex corporate statements pile every cardholder's purchases into one PDF. BridgeBooks reads the statement, attributes each transaction to the right cardholder, and pushes the cleaned-up result into QuickBooks Online.
View American Express guideBank of America
Business Fundamentals checking, Business Advantage credit cards, Business Advantage Banking — same workflow. Upload the PDF, our AI extracts the transactions, review, and push straight to QuickBooks Online.
View Bank of America guideBrex
Brex's QBO integration is good for a single-cardholder workflow, but corporate Brex Card statements with multiple cardholders, plus Brex Cash and Brex Rewards, all need a statement-based approach to land cleanly. BridgeBooks reads the Brex PDF or CSV, preserves cardholder attribution, and breaks out rewards / cash back into their own GL accounts.
View Brex guideChase
Business checking, Ink credit cards, multi-cardholder corporate statements — all in one workflow. Upload the PDF, our AI extracts every transaction, review, and push straight into QuickBooks Online.
View Chase guideCredit Union
Most credit unions either don't have a QuickBooks Online bank feed or have one that breaks every few weeks. BridgeBooks reads the statement PDF or CSV directly. Works with Navy Federal, PenFed, BECU, Alliant, State Employees', and the thousands of local CUs accountants actually use.
View Credit Union guideMercury
Mercury's QBO bank feed is solid for primary checking — but Treasury / IO yield accounts, multi-entity setups, and historical backfills still need a statement-based workflow. BridgeBooks reads Mercury PDFs and CSVs directly, captures yield income, fees, and FX as separate transactions, and pushes everything cleanly to QBO.
View Mercury guideSquare
Square's native QBO sync records each deposit as a lump-sum net amount — accountants then rebuild fees, sales tax, tips, and refunds by hand. BridgeBooks reads Square Settlement and Transactions CSVs directly, splits every deposit into the right GL accounts, and preserves multi-location attribution.
View Square guideStripe
Stripe doesn't issue traditional PDF statements; accountants stitch together payout CSVs and Balance reports. BridgeBooks reads those CSVs directly, records each payout as a clean QBO deposit, splits out processing fees, refunds, chargebacks, and dispute fees into their own GL accounts, and handles multi-currency correctly.
View Stripe guideVenmo
Business Profile receipts, personal Venmo payments that should have been on the business account — both get cleaned up and pushed into QuickBooks Online with vendor categorization applied.
View Venmo guideWells Fargo
Initiate Business, Navigate Business, Optimize Business checking — plus Wells Fargo Business Platinum and Signify credit cards. Upload the PDF, our AI extracts every transaction, review, and push straight to QuickBooks.
View Wells Fargo guide
Don't see your bank?
BridgeBooks reads PDF statements directly — there's no per-bank integration to set up. If your bank issues a PDF, it works. Customers regularly import statements from Capital One, Citibank, U.S. Bank, PNC, Truist, Mercury, Brex, and many more.
Start free to try itTry BridgeBooks on your own client statements
First 30 days free, up to 500 reviewed transactions. No card required. Connect QuickBooks and upload your first statement in minutes.
- Connect QuickBooks Online
- Upload a real client statement
- Review and push extracted transactions to QBO