ConvertBankToExcel vs Never Drop

99%+ Accuracy Rate

ConvertBankToExcel boasts a CPA-verified accuracy rate of over 99%, ensuring that the extracted transaction data from bank statements is reliable and precise. This level of accuracy minimizes errors that can occur with manual data entry, providing peace of mind for accounting professionals.

Fast Processing Time

Time is money, especially in the world of accounting. ConvertBankToExcel processes bank statements in under 30 seconds on average, allowing users to convert multiple files quickly and efficiently. This rapid turnaround time significantly improves productivity, enabling accountants to focus on higher-value tasks.

Multiple Export Formats

With support for nine different export formats, including Excel, CSV, and various QuickBooks formats (QBO, QFX, OFX, and IIF), ConvertBankToExcel provides flexibility for users to import their data into any accounting software seamlessly. This versatility is tailored to meet the diverse needs of accounting professionals.

AI-Powered OCR Technology

The platform utilizes advanced AI-powered Optical Character Recognition (OCR) technology to handle both digital and scanned PDFs. This means that users can convert statements from a variety of sources, ensuring that even scanned documents are accurately transformed into usable data.

Instant Business Card Scanning

Never Drop utilizes AI-powered Optical Character Recognition (OCR) technology to scan any business card in seconds. Just snap a photo, and our app extracts every essential detail, including name, company, title, phone number, and email, eliminating the need for manual entry.

Automatic Email Enrichment

Often, business cards lack specific or accurate email addresses. Never Drop automatically enriches your contacts by finding verified work emails based on the person's name and company, ensuring that you have reliable information without the hassle of guesswork or tedious searches.

AI-Generated Follow-Ups

Based on your voice notes and conversation context, Never Drop drafts personalized follow-up emails tailored to each lead. This feature allows you to review and send customized messages in under two minutes, ensuring that every potential client feels valued and engaged immediately after the event.

Team Collaboration Dashboard

Never Drop offers a centralized dashboard for your sales team, allowing you to organize scans by event, reassign leads, and track activity in real time. This keeps everyone aligned and ensures that no opportunity slips through the cracks, fostering a collaborative and efficient sales environment.

Tax Preparation

During tax season, accounting professionals can use ConvertBankToExcel to quickly gather and organize financial statements, ensuring compliance with IRS requirements. This tool simplifies the process of preparing documents for tax filing, saving valuable time and effort.

Mortgage Applications

ConvertBankToExcel is an essential tool for preparing organized bank statements required by mortgage lenders. By providing clear and accurate financial information, accountants can expedite the approval process for their clients' mortgage applications.

Visa Applications

When applying for visas or immigration, applicants often need to submit detailed financial statements. ConvertBankToExcel enables users to convert bank statements swiftly, ensuring they meet the financial documentation requirements set by embassies or immigration offices.

Batch Processing for Multiple Files

For firms handling numerous client accounts, ConvertBankToExcel's batch processing feature allows users to convert multiple bank statements simultaneously. This capability streamlines workflows, making it easier to manage high volumes of documents without sacrificing accuracy.

Trade Show Lead Capture

At trade shows, time is of the essence. With Never Drop, you can scan business cards quickly, add voice notes about each conversation, and send follow-up emails before leaving the booth. This ensures you are always among the first to respond to leads while the conversation is still fresh.

Networking Events

Networking events often lead to numerous contacts that can easily be forgotten. Using Never Drop, you can capture every new connection, enrich their profiles, and create personalized follow-up communications that help you stand out in a crowded field.

Conferences and Seminars

Conferences present an excellent opportunity to meet industry leaders and potential clients. Never Drop allows you to organize your leads by event, making it easy to track and follow up with contacts who are most relevant to your business goals.

Business Dinners and Meetups

Whether it's an informal dinner or a structured meetup, Never Drop ensures you never lose a lead. Capture contacts on-the-go, add context for future reference, and follow up promptly to strengthen relationships built in casual settings.

ConvertBankToExcel is a revolutionary AI-powered platform designed specifically for accounting professionals who seek to streamline their workflow and eliminate the tedious task of manual data entry. This innovative tool automatically extracts transaction data from PDF bank statements, transforming them into easily accessible formats such as Excel, CSV, and various QuickBooks formats in under 30 seconds. With a remarkable accuracy rate of over 99%, verified by CPAs, ConvertBankToExcel is trusted by more than 50,000 CPAs, bookkeepers, and accounting experts. The platform supports over 20 major US and Canadian banks, ensuring seamless integration with the financial systems that professionals rely on. With a free tier offering daily conversions, ConvertBankToExcel empowers users to focus on what truly matters—providing value to their clients and enhancing their productivity.

Never Drop is a revolutionary lead-capture app designed for sales teams navigating the fast-paced environment of events. Whether you're at a bustling trade show or an intimate networking dinner, Never Drop empowers you to capture valuable connections effortlessly. With a simple scan of a business card, you can instantly extract critical contact information, add personalized context through voice or text notes, and generate tailored follow-up emails in under two minutes. This seamless integration of AI-driven technology and user-friendly design ensures that you never lose track of potential leads again. Say goodbye to cluttered spreadsheets and missed opportunities; with Never Drop, every handshake becomes a step towards closing a deal, making it an indispensable tool for anyone looking to maximize their networking potential.

How does ConvertBankToExcel ensure data security?

ConvertBankToExcel employs bank-grade encryption to protect sensitive financial information during the conversion process. Additionally, all uploaded documents are automatically deleted after 24 hours to enhance user privacy and data security.

Can I convert scanned bank statements?

Yes! ConvertBankToExcel's advanced AI-powered OCR technology allows for the conversion of both digital and scanned PDF bank statements. This feature ensures that users can work with a variety of document types without hassle.

What types of banks are supported?

ConvertBankToExcel supports over 20 major US and Canadian banks, including Chase, Bank of America, Wells Fargo, and TD Bank. This extensive support ensures that users can convert statements from the financial institutions they utilize.

Is there a free trial available?

Absolutely! ConvertBankToExcel offers a free tier that allows users to convert up to 7 pages daily without requiring a credit card. This gives new users an opportunity to experience the platform's capabilities before committing to a paid plan.

What is Never Drop?

Never Drop is an innovative lead-capture app that allows sales professionals to scan business cards, add context through voice or text notes, and generate personalized follow-up emails quickly. It enriches contacts with verified emails and integrates seamlessly with your CRM.

How does business card scanning work?

With the Never Drop mobile app, simply take a photo of any business card. Our advanced AI-powered OCR technology extracts essential contact details within seconds, allowing for immediate follow-up without manual input.

What types of events is Never Drop suitable for?

Never Drop is perfect for various events, including trade shows, conferences, networking gatherings, meetups, and business dinners. It is designed to help you capture and manage leads efficiently in any scenario where networking takes place.

Is my data secure with Never Drop?

Absolutely. Never Drop is developed by SCOPEO, a French company, and adheres to strict GDPR regulations. Your data is hosted in the EU, securely encrypted, and only used for contact extraction purposes, ensuring your privacy is always protected.

ConvertBankToExcel is an innovative AI-powered platform designed specifically for accounting professionals to convert bank PDFs into Excel or CSV formats swiftly and accurately. As a productivity and management tool, it streamlines the often tedious process of manual data entry, allowing users to focus on more critical tasks. Users frequently seek alternatives to ConvertBankToExcel for various reasons, including pricing, specific feature sets, or particular platform compatibility. When searching for an alternative, it's essential to evaluate factors such as accuracy rates, processing speed, security measures, and customer support to ensure the chosen solution meets your unique accounting needs and enhances productivity.

Never Drop is an innovative solution designed to enhance customer relationship management by ensuring that businesses never lose a lead again. By integrating seamlessly with your CRM, it gathers emails and transcriptions from SDR/BDR calls, enriches the data with external sources, and applies AI analysis to provide actionable insights and scores for each lead. This productivity and management tool is essential for businesses seeking to streamline their customer engagement processes and maintain a clean, reliable database. Users often seek alternatives to Never Drop for various reasons, including pricing, specific feature sets, or compatibility with their existing platforms. When searching for an alternative, it's crucial to consider factors such as integration capabilities, user-friendliness, scalability, and the quality of customer support. A well-rounded alternative will not only meet your immediate needs but also grow with your business, offering the tools necessary for effective customer management.