Made for the US and Canada. Part of the DMO Suite.
Less paperwork. More business.
Convert statements, organize documents, create invoices, manage PDFs and send documents for signature. All with one DMO Account.
One DMO Account. A growing collection of tools.
For the paperwork side of running a business.
- Owners and the self-employed
- Operators and office teams
- Bookkeepers and accounting practices
How it works
One toolkit for the paperwork in between.
Six short chapters, each a different kind of job. Scroll through, jump to a chapter, or skip straight to the tools.
01 PDF tools
Paperwork arrives. PDFs become workable.
Contracts, scans, reports and receipts rarely arrive in the shape you need. Put them together, take them apart and get them ready to send.
1 Paperwork arrives
A mixed pile: a contract, a scanned receipt, a report and a quote.
2 Merge
Four files become one clean PDF, in the order you choose.
3 Split and reorder
Pull pages out into their own document and put the rest in order.
4 Page numbers
Number the pages where you want them.
5 Compress, watermark, protect, search
Make it smaller, mark it DRAFT, add a password, or make a scan searchable.
6 Into PDF and back out
Word, Excel, PowerPoint and images into PDF; PDF pages out as images.
02 Organize
A place for everything.
Give files names people understand, keep them in My Documents, and hand over a tidy package when someone asks.
1 Clear names
scan_0042.pdf becomes “2026-03 Hydro bill”. You approve anything uncertain.
2 Filed in My Documents
Each document settles into the right folder, kept exactly as it arrived.
3 Expense reimbursement package
Receipts plus a summary with totals and tax, ready to approve.
4 Year-end accountant package
The year’s documents with a contents list and the months that are missing.
03 Statements & bookkeeping
Financial files, made useful.
Statements become rows you can work with, rejected bank files get a second chance, and payroll reports turn into proposed entries.
1 Statement to spreadsheet
A sample statement becomes rows, checked against its own running balance.
2 Bank file repair
A QBO file your software rejected is repaired, with every change listed.
3 Payroll report to journal
A payroll register becomes a proposed journal entry that balances.
04 Create
Create the documents business needs.
Invoices that go out the door, payment details printed onto the cheques you already have, and loan schedules with their journal entries.
1 Invoice
Client, items and total come together into a numbered PDF invoice.
2 Cheque printing
Date, payee and amount printed onto your own pre-printed cheque stock.
3 Loan schedule
Each payment split into interest and principal, with the journal entry layout.
05 Send
Ready for the next person.
When a document needs a signature, hand it to DMO Sign, the DMO Suite’s e-signature product, with the same DMO Account.
1 Prepared
The finished document, with a place marked for the signature.
2 Sent with DMO Sign
It goes to the signer by email through DMO Sign.
3 Signed copy back
The signed copy comes back to you.
06 One account
One account. Room to grow.
Every tool sits behind one DMO Account, and the collection keeps growing. New tools join the same place you already know.
2 Room for what’s next
New tools join the same collection and the same account.
The illustrations use sample documents and figures. Real uploads, calculations, payments and signatures happen in the app.
The toolkit
Every document. A clearer next step.
Find the task in front of you. Every tool opens in the same app, with the same DMO Account. See every tool.
Statements & bookkeeping
Turn statements, bank files and reports into files your bookkeeping can use.
- Bank statement → Excel / CSVPDF bank and credit card statements, scans included, into rows checked against the running balance.AvailableDetails
- Statement → accounting import filesPDF statements into QuickBooks Desktop (.iif), QuickBooks Online (.qbo), OFX, QIF and import-ready CSV files.AvailableDetails
- Bank file repair (QBO, OFX, QIF)Fix bank files your accounting software rejects, or convert them to another format.AvailableDetails
- Payroll / timesheet report → journalTurn a payroll register or timesheet into a proposed journal entry that balances.AvailableDetails
Organize documents
Name, file and package the documents behind your business.
- Organize & rename filesClear names and the right folder for a whole batch of documents. You approve anything uncertain.AvailableDetails
- My DocumentsEverything you upload, kept exactly as it arrived. Search by name, filter by folder.AvailableDetails
- Document splitterScanned a whole stack into one PDF? Split it into separate, named documents.AvailableDetails
- Year-end accountant packageBundle the year’s documents for your accountant, with a contents list and the missing months.AvailableDetails
- Expense reimbursement packageReceipts plus a summary with totals and tax, ready to approve.AvailableDetails
PDF tools
Edit, combine, convert and protect everyday PDFs.
- Edit PDFChange the text, fill in forms, annotate, arrange pages and redact. Every save is a new version.AvailableDetails
- Merge PDFsCombine several PDF files into one, in the page order you choose.AvailableDetails
- Split PDFSeparate pages from a PDF into new PDF files.AvailableDetails
- Compress PDFMake a PDF smaller for email and uploads. Text stays sharp.AvailableDetails
- Add page numbersNumber the pages: choose where, the style, and where to start.AvailableDetails
- Add a watermarkWrite CONFIDENTIAL, DRAFT or your own words across every page.AvailableDetails
- Make a scan searchableRead the words on scanned pages so you can search and copy them (OCR).AvailableDetails
- Word, Excel, PowerPoint & images to PDFImages, Word, Excel, PowerPoint, text and web pages into PDF.AvailableDetails
- PDF to JPG / PNGEach page of a PDF as a picture.AvailableDetails
- Protect PDFAdd a password to open it, and optionally stop printing or copying.AvailableDetails
- Unlock PDFRemove the password from a supported PDF when you know it.AvailableDetails
Create & send
Make the documents that go out the door.
- Invoice generator & sendNumbered PDF invoices, emailed to your customer. Credit notes included.AvailableDetails
- Pre-printed cheque printingPrint the date, payee and amount (in figures and words) onto your own pre-printed cheques.AvailableDetails
- Loan schedule & journalEvery payment split into interest and principal, interest per year, and journal entries.AvailableDetails
- Send for signature with DMO SignSend a PDF to be signed online and get back the signed copy. DMO Sign is a separate DMO product.Separate DMO productDetails
Made for everyday business
The jobs that keep coming back.
- 01
Keep documents in order
Name and file a whole batch at once, keep the originals in My Documents, and find them again by name or folder.
- 02
Prepare paperwork for your accountant
Turn statements into spreadsheets and hand over a year-end package with a contents list and the missing months.
- 03
Bill your customers
Issue numbered PDF invoices, email them, and make credit notes from invoices you already issued.
- 04
Settle expenses
Turn receipts into a reimbursement package with totals and tax, and print payments onto your own cheques.
- 05
Hand work over cleanly
Merge, compress, watermark or protect a PDF before it goes out, and send it for signature with DMO Sign.
- 06
Fix what your software rejects
Repair QBO, OFX and QIF bank files, and turn payroll reports into proposed journal entries.
For bookkeepers & accounting practices
Your practice.
All your clients.
The Practice plan is built for working on many clients’ documents in one place.
Filed by client
Set the workspace up as a practice and documents are filed by client, type and year.
A Clients page
Search by client name and see each client’s documents, converted statements and latest activity.
Room for a team
Practice includes more users, the largest monthly page allowance and the most storage of any Business Tools plan.
Packages per client
Build a year-end package for the client you pick, from what is already in My Documents.
Practice includes 10 users, 2,000 pages converted a month and 50 GB in My Documents.
- Client AMaple Street Bakery
- Client BHarbour Dental
- Client CNorthline Freight
- Client DRidge Landscaping
- Client EJuniper Studio
One workspace, every client filed separately. Names are samples.
Plans
Start free. Grow from there.
Every plan uses one DMO Account. Prices and allowances below come from DMO Account billing.
- 01
Free
Try the tools on a few documents.
$0
- 1 user
- 10 pages converted a month
- 25 PDF tool jobs a month
- 1 GB in My Documents
- Files kept 7 days
- 02
Solo
For yourself: your own statements, bills and receipts.
$15 USD / month $150 USD / year
- 1 user
- 100 pages converted a month
- PDF tool jobs: no set monthly limit
- 2 GB in My Documents
- 03
Business
For one business and its office.
$39 USD / month $390 USD / year
- 3 users
- 500 pages converted a month
- PDF tool jobs: no set monthly limit
- 10 GB in My Documents
- 04
Practice
For bookkeeping and accounting practices with many clients.
$129 USD / month $1,290 USD / year
- 10 users
- 2,000 pages converted a month
- PDF tool jobs: no set monthly limit
- 50 GB in My Documents
- Clients page: every client’s documents in one place
- Prices in USD, plus applicable tax. Paid plans are chosen and paid for in the app after you sign in with your DMO Account.
- Yearly plans can be refunded within 14 days; monthly plans are not refunded.
- Sending for signature uses DMO Sign, which has its own plans.
- The app’s own plan page has the full details: see plans in the app.
A little less admin
Make room for your business.
Create your DMO Account and start on the Free plan. Upgrade when the work grows.