Built by a CPA, for the work accountants still do by hand
CPA Productivity Tools
Small, focused tools that take the manual steps out of tax prep, bookkeeping and QuickBooks setup. Start with the bank statement converter or the free chart of accounts library.
The tools
Click a tool to see how it works, step by step, then launch it or join the waitlist.
Bank Statements to CSV
PDF bank statements in, clean CSV files out.
See how it worksQuickBooks COA Library
33 industry charts of accounts, built right for QuickBooks Online.
See how it worksCOA Loader
Load a template straight into a client’s QuickBooks, safely.
Preview the toolCOA Health Check
Find what’s wrong with a client’s chart in a minute.
Preview the toolCutover Entry Builder
From trial balance to opening entry for a clean migration.
Preview the toolWhy these tools exist
The bank statement converter started as a favor. A tax preparer was typing every line of her clients’ bank statements into a spreadsheet, categorizing each transaction by hand, and then importing the result into her tax software. Hours of keying, every season.
Every tool here starts the same way: a real task that accountants still do by hand, rebuilt so it takes minutes. If something in your week fits that description, tell us about it.
Who uses pmsox.ai
Tax preparers
Stop keying bank statements line by line before tax season.
Bookkeepers
Set up and clean up client books faster, with fewer reclasses later.
CPA firms and fractional CFOs
Standardize every client on a chart of accounts you trust.