Disclaimer

Northline is not a bank, lender, card issuer, broker, or tax preparer. It is not affiliated with, endorsed by, or partnered with JPMorgan Chase, Bank of America, Wells Fargo, Citibank, Capital One, American Express, or Intuit. Their names are used only to describe statement layouts customers already have.

Nothing in the app is financial, tax, accounting, or legal advice. The tool does not decide what is deductible, how to categorize a merchant, whether a transfer is an owner draw, or what belongs on a return. A reconciled badge means the numbers we extracted add up to the closing balance we extracted. It does not mean the bank was right, or that every description is complete, or that the category is correct.

Compare the export to the original PDF before you book it or file. If the badge is not green, find out why first. Scanned statements are not read. QuickBooks QBO files are a convenience export of the same rows, not an official bank feed, and you still choose the account inside QuickBooks.

Outputs can be wrong. Use them as a draft. The person who signs the return or the financials is responsible for the figures.