Every transaction, structured instantly
Extract bank statement data
Upload any bank statement PDF — get CSV & Excel , AI categories , subscriptions and clean transaction rows in about 30 seconds.
Choose The Right Tool
Need the parser angle?
Use the parser page when you care about structured transaction rows, normalized merchants, and parsing logic more than a generic extraction workflow.
Open the parser →Need OCR for scans and photos?
Use OCR when the hard part is reading scanned or photographed statements before extraction.
Open OCR workflow →Need export formats next?
Use the converter when the main question is CSV, Excel, QIF, OFX, or QBO output after extraction.
Open the converter →Three steps to extracted data
Upload → AI processes → download. Under 30 seconds for most statements.
Upload your PDF
Any bank statement — digital or scanned. Drag and drop or click to browse.
AI reads every transaction
OCR for scanned PDFs, then AI extracts dates, descriptions, amounts, and assigns categories.
Download clean data
Get a structured CSV or Excel file with every transaction in its own row, ready to use.
What gets extracted from every transaction
Every field from every row — structured and ready for Excel, CSV, or your accounting tool.
Date
Transaction date, normalized
Description
Merchant or payee name
Amount
Debit or credit with sign
Category
AI-assigned spending category
Debit
Money out (purchases, fees)
Credit
Money in (income, refunds)
What to review after extracting bank statement data
Extraction should remove the manual typing, not your judgment. A quick review of the highest-risk areas helps you trust the output before you import or share it.
Check the sign direction
Make sure purchases are negative and deposits are positive if you plan to import into bookkeeping or reporting tools.
Spot statement summary rows
Good extraction should keep transaction rows separate from opening balance, closing balance, or monthly summary text.
Review unusual merchants
Look at transfers, fees, and low-frequency merchants first. They are the most likely places where a human review still adds value.
Verify multi-line descriptions
For long merchant descriptions or references, confirm the full text stayed attached to the correct transaction row.
Other tools choke on your statement
Scanned, photographed, blurry, or in another language — we handle it all.
Others
- Can't read scanned statements
- Mixes up columns and dates
- Doesn't understand transaction context
- Manual sorting required
- English only
Our analyzer
- Reads any PDF — scanned, digital, or photo
- Gets columns right every time
- Understands context: $1,200 to "RESIDENT MGMT" = rent
- Auto-categorizes every transaction
- 35+ languages supported
How people extract bank statement data
Manual methods waste hours. Our AI does it in 30 seconds.
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
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
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
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
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
Potential monthly savings
$227/mo
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
Analyze your own statement
Upload a PDF, get your full report in 30 seconds.
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis / month
- 50 transactions per document
- Auto-categorized transactions
- Money flow visualization
- Export to CSV, Excel, QIF, OFX & QBO
- 500 pages / month
- 100 transactions per document
- Everything in Free
- AI savings advisor chat
- Find hidden subscriptions
- 12 months history
- Everything in Basic
- Unlimited pages
- Unlimited transactions per document
- 5 image recaps / month
- Priority support
Accuracy & Coverage
Supporting pages for teams extracting data from statements
Use these pages to understand OCR behavior, supported statement types, extraction accuracy, and how this workflow compares with generic PDF parsing or manual copy-paste.
How It Works
→See how uploads move from PDF or image to structured transactions, categories, and export files.
Accuracy
→Understand what accuracy means for digital PDFs, scanned statements, OCR, categorization, and exports.
Supported Banks
→Check which statement types, regions, and export formats work best with the analyzer and converter.
Best Analyzer Guide
→Comparison-style page for buyers evaluating statement analysis tools and workflows.
Best Converter Guide
→Commercial comparison page for teams choosing a bank statement converter or PDF-to-CSV workflow.
FAQ
Extract bank statement data —
questions & answers
Related reading
How to Analyze a Bank Statement
What to look for once data is extracted — patterns, categories, and anomalies.
Bank Statements for Self Assessment
Using extracted income and expense data to prepare your HMRC tax return.
Bank Statement Terms Decoded
Every label, code, and abbreviation you'll encounter in extracted statement data.