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OCR scanned bank statements, extract tables to Excel, merge tax returns, redact client SSNs, send engagement letters for e-signature.
Accounting and finance teams drown in PDFs during busy season. Bank statements arrive as unreadable scans, clients send receipts as phone photos, tax returns need to be merged with supporting docs, engagement letters require DocuSign subscriptions. The PDF work is essential but unbillable.
Konomic replaces three common tools for accounting practices — Adobe Acrobat, DocuSign, and dedicated OCR software — at $14.99/month. The data extraction alone saves CPAs 30+ hours per tax season.
OCR scanned statements → PDF to Excel → clean data import into QuickBooks. 5 minutes instead of 60.
Send engagement letters and Form 8879 authorizations via email. Clients sign from phones in 30 seconds.
Combine phone photos of receipts into organized PDF packets with OCR for searchability.
Permanently remove SSNs and account numbers before sharing workpapers with auditors.
Merge completed returns with supporting documents into password-protected PDFs for clients.
Use the free invoice template to bill clients and send via Sign Request for confirmation.
Make scanned bank statements and receipts searchable. 100+ languages.
Extract transaction tables from scanned statements automatically.
Send engagement letters, 8879 authorizations, and KBA for e-signature.
Permanently remove SSNs, account numbers, and PII before audits.
AES-256 encryption for tax returns and financial reports.
Combine receipts and supporting documents for tax return packages.
Shrink client packages for email and portal uploads.
For HIPAA-regulated clients (medical practices, healthcare providers), Konomic does not currently sign BAAs. Use a HIPAA-compliant e-signature tool for those specific workflows.
“Tax season used to drown me in scanned bank statements I had to manually re-type into Excel. Konomic's PDF-to-Excel + OCR cuts that to a click. I gained back 30 hours during the busy season.”
Yes. We use Tesseract 5 with 100+ language packs. On clean 300 DPI scans, accuracy is 95-99%. For messy or low-resolution scans, accuracy drops to 80-90% — usually still faster than manual entry.
We detect tables using layout analysis. Works best on PDFs with clear table structure. For less structured formats, you may need to do minor cleanup in Excel after conversion.
Yes. The IRS accepts electronic signatures on Form 8879 and similar authorization forms as long as you capture the signer's identity, intent, and consent. Konomic's audit trail satisfies all three.
Yes. The Business tier at $14.99/month includes 100 sign requests, unlimited API operations, and 500 MB file limits — more than enough for a solo or small practice. For larger firms, contact us for enterprise pricing.
Not directly, but you can use Zapier to connect Konomic operations to QuickBooks. Common workflow: PDF arrives → Konomic extracts table → Zapier adds entries to QuickBooks.
Konomic doesn't provide a full client portal, but Sign Request includes a secure signing link that clients can access without creating an account. For full portal features, use it alongside a dedicated client portal service.