The company behind 12 document products
Paperwork in. Organized data out.
QuickDoc Studio builds software that reads bank statements, tax forms, legal files and medical paperwork, then turns them into structured, checked data, with products built for accountants, law firms, lenders, medical offices and individuals.
- products in service
- 12
- professions served
- 5
- product families
- 3
- studio accountable for all of them
- 1
Our products
Specialized tools, one accountable company.
Every product below is built, run and supported by QuickDoc Studio. Pick the one made for your kind of paperwork.
Document intelligence for professional firms
For accountants, tax preparers, law firms and medical offices. These products read the paperwork your clients send, extract it into structured data and tell you when a person should check it.
- SCAccounting firms
SchemaCPA
Collects, classifies and extracts every client document, compares it with last year, and lists what's still missing before you start the return.
schemacpa.com - STTax preparers
SchemaTax
Reads W-2s, 1099s, 1098s and K-1s from PDFs, scans or photos, extracts every box, checks the math, and exports JSON, CSV or Excel.
schematax.com - SLLaw firms
Schema Law
Turns scanned PDFs into Word, Excel, CSV, JSON or searchable PDF files. A closed system: your documents are never used to train AI models.
schemalaw.com - LLLitigators
Lucerna Law
Private AI for client files. Ask questions across the documents and text messages in a matter, and get answers that cite the passages they came from.
lucernalaw.com - SCMedical billing & intake
SchemaCare
Turns EOBs, claims, lab reports and intake forms into structured data, scores its confidence in every field, and sends uncertain ones to a person.
schemacare.com
Bank statement tools
Statement-to-spreadsheet tools built by the same team, each designed for a different buyer, so you get only the workflow and pricing you need.
- QBAnyone with a PDF statement
QuickBankConvert
Converts a PDF bank statement to CSV or Excel in about a minute, or to QuickBooks (QBO) and Quicken (QFX).
quickbankconvert.com - FBPeople in a hurry
FastBankConvert
Drag a statement in, download a clean spreadsheet in seconds. Try it without creating an account.
fastbankconvert.com - SBSmall businesses & freelancers
SimpleBankConvert
Gets a PDF statement into QuickBooks or Xero, with an import-ready file and plain steps for importing it.
simplebankconvert.com - CBOccasional users
CheapBankConvert
Pay once per document, from $2.99, with no subscription. Preview two pages free; bundle discounts for a stack.
cheapbankconvert.com - ABBookkeepers
AutoBankConvert
Batch-converts statements for every client you manage, categorizes each transaction, and exports files ready for QuickBooks or Xero.
autobankconvert.com - TBLenders & mortgage brokers
TrueBankFlow
Turns months of statements into average deposits, recurring income, cash-flow trends and an underwriting report.
truebankflow.com - PBComing soon
PreciseBankFlow
A new bank statement product, launching soon.
Launching soon
Personal finance
The same parsing technology, used on your own money: your transactions, sorted and explained in plain English.
Choosing a bank tool
Why we make more than one statement converter.
A bookkeeper with forty clients, a lender underwriting a loan and a freelancer doing one import a year need different things. Rather than one bloated product, each of our bank tools does one job well.
| If you are… | Use | What it does differently |
|---|---|---|
| Anyone with a PDF statement | QuickBankConvert | The all-rounder: CSV, Excel, QBO and QFX |
| People in a hurry | FastBankConvert | Fastest path, no account needed |
| Small businesses & freelancers | SimpleBankConvert | Step-by-step QuickBooks & Xero import |
| Occasional users | CheapBankConvert | Pay per document, no subscription |
| Bookkeepers | AutoBankConvert | Batch conversion with auto-categorization |
| Lenders & mortgage brokers | TrueBankFlow | Income verification & underwriting reports |
How it works
One discipline behind every product.
Whether it's a K-1, a commercial lease or six months of bank statements, each QuickDoc Studio product follows the same five steps.
- 01
Collect
PDFs, scans and phone photos: the documents you already have, uploaded as files.
- 02
Read
Each document is identified by type, and every field, row and box is extracted.
- 03
Check
Totals are reconciled, confidence is scored per field, and answers cite their source.
- 04
Organize
Data is sorted into the structure your work needs: ledgers, returns, matters, claims.
- 05
Deliver
Export to Excel, CSV, JSON, QuickBooks, Xero or Word, or keep working in the app.
Our principles
You're trusting us with sensitive documents. We take that literally.
Show the source
Extracted data should be traceable to the page it came from. Our products cite passages, keep the original alongside the output and let you verify before you rely on anything.
Ask a person when unsure
Software that guesses quietly is worse than none. Where a product isn't confident about a field, it tells you, or routes it to human review, rather than filling in a plausible answer.
Your documents, your terms
You upload files you already have. Each product publishes how it stores, encrypts and deletes them, and our legal products state plainly that client files are never used to train AI models.
Specialized, not generic
A W-2, a lease and an EOB are different problems. Instead of one tool that does everything adequately, we build focused products that understand one kind of paperwork well.
Security and privacy details differ by product because the documents differ. Each product's site lists its exact commitments on storage, encryption and deletion.
Questions about a product, security or a partnership?
Talk to the people who build it. One inbox reaches the team behind every QuickDoc Studio product.