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.

Analyze my statement

Used by accountants, lenders, and businesses

Encrypted in transitPDF never stored

Three steps to extracted data

Upload → AI processes → download. Under 30 seconds for most statements.

1

Upload your PDF

Any bank statement — digital or scanned. Drag and drop or click to browse.

2

AI reads every transaction

OCR for scanned PDFs, then AI extracts dates, descriptions, amounts, and assigns categories.

3

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

2026-02-28

Description

Merchant or payee name

WHOLE FOODS MKT #1024

Amount

Debit or credit with sign

-$87.43

Category

AI-assigned spending category

Groceries

Debit

Money out (purchases, fees)

$87.43

Credit

Money in (income, refunds)

$3,250.00

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.

How people extract bank statement data

Manual methods waste hours. Our AI does it in 30 seconds.

Method
Time
Errors
Output
Manual copy-paste
1–3 hours
High
Unstructured text
PDF text extractor
10–30 min cleanup
Medium
Messy columns
Our AI extraction
30 seconds
Very low
Clean CSV / Excel

Analyze your own statement

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

Statement analyzer pricing

Pro

$19/ month

For heavy files and repeat work

  • 200 PDF pages per month
  • Unlimited visible transactions per report
  • Subscription and recurring charge detection
  • Priority support
Most popular

Business

$49/ month

For lenders, accountants, and teams processing at volume

  • 500 PDF pages per month, then $0.08/page
  • REST API access with your own keys
  • Unlimited visible transactions per report
  • Priority support
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FAQ

Extract bank statement data —
questions & answers