Generate your first financial report in 3 simple steps
Download your CSV, Excel, or Spreadsheet file from your bank
If your bank is not Chase, Wells Fargo, or Bank of America, download this template.
Send us the file via WhatsApp
Let us know the client name and the tax form type: Sch C, 1065, 1120S, or 1120.
Receive your report organized by Originator and Payee, directly on WhatsApp
Need to reclassify transactions? We'll walk you through it on WhatsApp.
The ideal remote assistant for tax preparers, accountants, and bookkeeping professionals — organize your clients' financial data quickly, clearly, and efficiently.
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Artificial Intelligence and Automation
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Operational Efficiency and Time Savings
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Tax Accuracy and Compliance
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Financial Analysis and Personalization
Source: Quickbooks
Exports to QuickBooks
Reports Ready for QuickBooks
When you process your bank statements in Konvver, your financial reports are automatically generated in QBW format, allowing you to make the most of all QuickBooks tools and features quickly and accurately.
Cash Flow
Profit and Loss
Balance Sheet
Security and Privacy
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Secures data using advanced encryption and industry-standard security protocols.
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Protects business identity through customizable aliases.
Financial Reports
Generates the required figures for tax forms for each line and allows easy and user-friendly adjustments.
Inflows and outflows
Get the report that summarizes the cash inflows and outflows, by category/account, for a given period.
Profit and loss
Financial statement that summarizes the income, costs, and expenses in a given period.
Balance sheet
Financial statement that reports the values of assets, liabilities, and equity of a given date.
Cash flow
Report that presents the cash inflows and outflows for a given period.
What Our Clients Say
"Konvver has saved me hours of work. Generating reports used to be a hassle, but now it’s quick and straightforward. This tool is a game-changer for my tax preparation process."
Delfina López
"I used to feel overwhelmed by tax preparation, but Konvver changed everything. It’s simple, efficient, and a must-have tool for any tax professional. Highly recommend it!"
Francesco Theodoli
"I never thought that preparing taxes could be so simple. With Konvver, everything is organized and easy to understand. Now we can dedicate more time to growing our business."
Real Estate Club