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CentProof Business — keep books for multiple clients in one app.
A new Business edition gives every client its own fully isolated
workspace: switch clients from the sidebar and you see only that
client's accounts, statements, transactions, tags, and reports —
never a mix. Unlock it with a Business license. The personal edition
is unchanged.
Batch import a whole folder of statements at once. Drop in many
PDFs together. Statements that reconcile to the cent are imported and
filed automatically; anything that doesn't is queued for a quick
review — so a month-end stack of statements takes minutes, not hours.
Available on Pro and Business.
Export to QuickBooks. Alongside CSV and PDF, you can now export
reconciled transactions to OFX and QuickBooks-compatible QBO/QFX (Web
Connect) files, ready to import into your accounting tool. Available
on Pro and Business.
Fixed
Chase personal "Total Checking" statements from 2023 onward
imported zero transactions. Chase added new section markers to
personal statements in 2023 that made CentProof read them as the
business statement format, so no rows were extracted. These
statements now import and reconcile correctly — re-import any
affected statement to pick up its transactions.