AI-powered bank statement analysis

Bank Statement Analyzer

Upload any bank statement PDF or image and get transaction categories, spending charts, recurring charges, and exports in one report.

Drop your statement hereTap to upload
PDF, JPG or PNG
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Free preview · $7 to unlock · secure · no account needed
Start with a free preview. Unlock the full report once, or upgrade only when you analyze statements regularly.View sample report →
EncryptedPDF never storedNo signup

Works with major banks worldwide

Chase
Bank of America
Wells Fargo
Capital One
Citi
TD Bank
US Bank
PNC
RBC
Navy Federal
+ any PDF statement

What you'll get

Your full spending report

Net saved in October 2024

$2,868
+37.2% of income

Income

$7,712

Spent

$4,844

Activity

47 tx · ~$103/day

$1,850

Largest expense

$103

Avg / transaction

22

Active days

Saturday

Busiest day

AI Insight

Dining spending jumped 42% vs last month. You ate out 18 times — that's $42 per meal on average.

Spending breakdown

$4,844 across 7 categories

Total spent$4,844
Housing$1,850
Dining$765
Shopping$683
Transport$504
Utilities$422

Financial Health

87/100
Excellent
Savings Rate37.2%
Spending ControlGood
Subscription Load$349/mo
Emergency BufferStrong

Recurring · $4,188/yr

N
Netflix$15.99
S
Spotify$10.99
C
ChatGPT Plus$20.00
8 recurring detected$349/mo

What you get

From raw PDF to usable spending report

01

Extract transactions

The analyzer reads dates, descriptions, debits, credits, balances, and account metadata from digital PDFs, scans, and statement images.

02

Categorize spending

AI maps transaction lines into practical categories such as groceries, rent, transport, subscriptions, dining, income, transfers, and fees.

03

Find recurring charges

Subscription and recurring-payment patterns are grouped so you can spot insurance, streaming, software, gym, and loan payments quickly.

04

Export clean data

Download the structured result as CSV, Excel, QIF, OFX, or QBO for budgeting, accounting, tax prep, or lender review.

Why use a bank statement analyser?

A bank statement analyser does what your bank won't — it turns months of raw transactions into a clear picture of where your money goes. Instead of scrolling through pages of POS 4829 TESCO EXTRA and DD REF NETFLIX, you get groceries, subscriptions, transport, and rent — labelled and totalled.

Mortgage prep

Lenders want categorised spending — give them clean data, not raw PDFs

Track spending

See exactly where your money goes each month, down to the category

Accountant handoff

Export transactions in the format your accountant or tax software needs

That's what separates an analyser from a simple PDF reader. Readers pull text out of the file. Analysers understand it — matching merchant names to categories, detecting recurring charges, and computing your savings rate. Ours uses AI to handle the messy, inconsistent formatting that every bank seems to invent on its own.

More than just categories

Real financial clarity from your bank statement.

Subscription tracker

Find the charges you forgot about

AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.

  • Detects monthly, annual, and weekly charges
  • Shows your true monthly subscription cost
  • Spots free trial conversions before they auto-renew

Recurring · $564/yr

N
Netflix$15.99
S
Spotify Premium$10.99
C
ChatGPT Plus$20.00
3 recurring$47/mo

AI Insights

Your finances, explained by AI

Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.

  • Highlights unusual spending spikes
  • Tracks month-over-month trends
  • Summarizes financial health in plain English

Your grocery spending is 12% higher than last month. Consider meal planning to stay on budget.

You saved 25.6% of your income — above the recommended 20%. Great job!

Transportation costs dropped $45 from January. The new bus pass is paying off.

You have 5 active subscriptions totaling $84.96/mo. Review if all are still needed.

AI-generated insights

Smart recommendations

Not generic tips — your tips

Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.

  • Based on your real spending patterns
  • Specific dollar amounts you can save
  • Actionable in under 5 minutes

Potential monthly savings

$227/mo

$
Reduce dining out frequency$180
$
Bundle streaming services$12
$
Switch to cheaper gas$35

Analyze your own statement

Upload a PDF, get your full report in 30 seconds.

Pricing

Start with one report

Pay once when you need one full result. Subscribe only when statement work becomes regular.

One-time
$7/report
Best when you already uploaded one statement and just want the full result.
  • All transactions unlocked for this report
  • Categories, charts, and subscription detection
  • CSV and Excel exports included
  • No renewal, no account required
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FAQ

Bank statement analyzer —
questions & answers