Instantly turn any financial doc into incredible data
Gain an advantage in your practice by effortlessly categorizing financial PDF statements
We support over 10,000+ financial institutions
Detailed analysis for every client
For a fraction of the cost of a forensic accountant, CounselPro gives your firm the power to instantly categorize every transaction
- Upload any financial statement.
- Effortlessly upload bank and credit card statements from over 10k financial institutions.
- See account credits and debits.
- Instantly view all account credits and debits in a clear format for each client.
- Explore spending categories.
- Automatically categorize all transactions to easily analyze spending and discover trends.
- Export to QuickBooks or Excel.
- Own your data and seamlessly export data to any accounting software with a CSV file.
- Itemized transactions.
- Get detailed itemized lists of all transactions for both bank and credit card statements.
- Ensure transaction accuracy.
- Leverage AI to verify and ensure the accuracy of each transaction with over 99.6% accuracy.
“As a family law attorney, CounselPro has transformed my workflow. Uploading financial statements and getting instant categorization has saved me countless hours. CounselPro enhances my abilities, especially during depositions, making it an indispensable tool for any legal professional.”
“I recently had a divorce case where my client couldn‘t afford traditional forensic accounting. CounselPro saved us time and money while providing the thorough and accurate financial analysis needed for a successful outcome.”
