Collaborate with team workspaces

Invite teammates, share document work, manage billing, control retention, and keep conversions organized by workspace.

BankConv now works better for teams

Teams can now manage statement conversion together from a shared workspace.

This is useful for accounting firms, bookkeeping teams, finance departments, and founders who work with accountants or operations staff.

What teams can do

  • Invite teammates to collaborate
  • Switch between personal and shared workspaces
  • Keep conversions organized under the right team
  • Manage billing from the team account
  • Control how long converted documents are retained
  • Create API keys for team workflows

Team workspaces make BankConv feel less like a single-user utility and more like a shared document processing tool for the people who handle financial data together.