One-click CSV import
Works with bank exports, Stripe, QuickBooks, Xero, Wise, and any spreadsheet with amounts.
CSV to Report Converter · Human-reviewed AI Analyst
Turn any financial CSV into a board-ready report.
Upload a bank statement, Stripe export, QuickBooks or Xero file. VectaFinance analysts review it, write the narrative, and deliver a polished PDF report — straight to your dashboard in under 24 hours.
Built for real workflows
Everything you'd expect from a CFO — without hiring one.
From cashflow to runway, VectaFinance delivers reports that explain what the numbers mean and what to do next.
Human-reviewed narrative
Not just charts — a real written analysis explaining what the numbers mean and what to do next.
Smart KPIs
Revenue, margin, burn rate, runway, recurring vendors, anomalies — all surfaced clearly.
3 audience modes
Choose Founder, Investor, or Accountant tone when you submit your CSV.
Export PDF & share
Send a polished, branded report to your board or accountant in seconds.
Private by design
Your files are encrypted in transit. We never train on your data. Delete anytime.
One upload, three reports
Same data, written for the audience that's reading it.
Clarity & action
- Plain-language summary
- What to fix next quarter
- Subscription creep alerts
Unit economics
- Margin & burn benchmarks
- Runway projection
- Risk highlights
Ledger precision
- Reconciliation notes
- Duplicate detection
- Recurring vendor audit
Simple, transparent pricing
Plans that grow with you.
Start free. Upgrade when you need more reports, bigger files, or team seats.
Free
$0/month
For individuals trying VectaFinance
- 2 reports per month
- CSV uploads up to 1 MB
- PDF export
- All 3 audience modes
- Community support
Pro
$9/month
For founders & growing startups
- 100 reports per month
- Files up to 25 MB
- AI-generated insights
- Branded PDFs (your logo)
- Email support (<24h)
- Priority queue
Business
$20/month
For finance teams & agencies
- Unlimited reports
- Files up to 200 MB
- 5 team seats
- API access
- Priority support
- Custom export templates
All prices in USD. Cancel anytime. 14-day refund policy.
Frequently asked questions
What is a CSV to financial report converter?
VectaFinance takes any financial CSV — bank statements, Stripe, QuickBooks, Xero — and converts it into a polished, board-ready PDF report with KPIs, narrative analysis, and charts.
What CSV formats are supported?
Any CSV with an amount column. We auto-detect bank exports, Stripe payouts, QuickBooks, Xero, Wise, and most spreadsheet formats.
Is my financial data secure?
Yes — files are encrypted in transit with TLS 1.3, stored encrypted at rest, never used for AI training, and deletable on demand.
How long does report generation take?
Most reports are delivered within one business day. Submission status updates live in your dashboard.
Do I need a credit card to start?
No. The Free plan gives you 2 reports per month with no credit card required.
Can I cancel anytime?
Yes. Cancel in one click from your dashboard — no calls, no emails.
Ready to turn your next CSV into a board-ready report?
Free to start. No credit card. Your first report in under 24 hours.
Start free