For US accounting firms
Radena uses AI to turn bank statements into categorized transactions, cutting the hours your team spends on each client.
Mercury, Wise, Payoneer, Brex, Relay, Chase
Statements in inboxes. CSVs in folders. A client who still hasn’t explained a transfer. Someone checking last year’s spreadsheet to see where that recurring charge belongs.
Your team knows how to do the bookkeeping. But collecting files, copying transactions and making the same decisions again still takes hours from every client.
Add another hundred clients, and those hours become a hiring problem.
Give Radena your categorized history in one batch. It uses that work to build your accounting firm’s rules and a separate history for each client.
When new transactions arrive, Radena applies what it already knows. AI suggests categories for unfamiliar transactions. Your team reviews what needs a decision, and each correction becomes part of that client’s history.
↺ Each correction joins the client’s history
The next batch starts with the decisions you’ve already made.
Try it freeSend us past statements and the spreadsheet your team used to categorize them. We configure Radena around your chart of accounts and check its classifications against your team’s work.
Collect files from email or a shared folder, or drop PDFs and CSVs straight into Radena. Connected sources bring in new files without someone uploading each batch.
Radena extracts transactions, checks statement balances, looks for duplicates and applies your rules. AI suggestions and transactions that need client context go to review.
Get the result in Excel or CSV, or connect Xero or QuickBooks. You can keep your existing books and reporting process.
Radena does the processing, and nothing reaches the books until your team has reviewed what needs a decision.
Every statement is checked from opening balance to closing balance. A difference goes to review, never straight to the books.
Difference of 10.00 · flagged for review
Transactions that need an explanation wait in the review queue until someone on your team decides.
Let’s run the numbers.
84% less processing time. 4.2 hours back per client, 1,260 across your portfolio, every year.
Estimates based on our experience with previous clients.
Annual commitment, billed monthly. All prices in USD.
For accounting firms starting to grow their client base.
$99/ month
Up to 80 active clients
For accounting firms taking on new clients every month.
$299/ month
Up to 350 active clients
For large portfolios with a dedicated bookkeeping team.
$699/ month
Up to 1,000 active clients
One-time setup fees are waived through December 31, 2026.
Intake
Categorization
Checks
Output
Usage
400transactions per client per year, pooled across your portfolio
Connections
Two-way integration with Xero or QuickBooks is priced separately. Ask us about it when you get in touch.
More than 1,000 clients?
Include your portfolio size when you get in touch.
No. Radena handles statement processing and categorization. Your team can keep using Excel, CSV, Xero or QuickBooks for the rest of its work.
Yes. Radena processes PDF and CSV statements from sources including Mercury, Wise, Payoneer, Brex, Relay and Chase. Send a sample from your portfolio so we can check its format. For a direct bank connection, we’ll confirm availability for the accounts you use.
From your classified history during setup and the corrections your team makes afterward. Your accounting firm’s rules apply across the portfolio, while client history preserves decisions specific to each client.
Your rules and client history handle familiar transactions. AI suggests categories where those don’t provide an answer. Items that need a decision or more context stay in review.
No. Balance checks help identify missing or inconsistent statement data. Categorization is a separate check, using your chart of accounts and past decisions. The free one-client trial lets you inspect both.
One client’s statements and examples of how your team categorized their transactions. That gives us something concrete to work with and gives you a result you can compare with your own.
Radena focuses on statement intake, categorization and review. Client onboarding, compliance calendars and tax filing are outside this product’s scope.