Financial statementsoftware

AI-powered financial statement software that reads any PDF, categorizes every transaction, and exports to Excel in seconds.

AI-poweredAll formatsInstant export
Drop your bank statement hereTap to upload your statement
or click to browse — PDF, JPG or PNG · multiple files
Free·No signup·Deleted after analysis
... statements analyzed
See a live example →
See how it works

Features

What financial statement software does

Four capabilities that turn any PDF statement into actionable financial data.

PDF extraction

Reads any bank or financial statement PDF automatically — scanned or digital, any format.

AI categorization

19 spending categories assigned by AI — groceries, rent, subscriptions, and more.

Visual reports

Sankey money flow charts, category breakdowns, and spending trends at a glance.

Multi-format export

Download results as CSV, Excel, QIF, OFX, or QBO for accounting software.

Comparison

vs. other options

FeatureExcel (manual)Old softwareOurs
Setup timeHoursDays0 minutes
PDF readingManual entryLimitedAutomatic
AI categoriesNoNoYes — 19 categories
Price$99+/yr$50–200/moFrom $9/mo
Scanned PDFsNoSometimesYes (OCR)

Compatibility

Works with all financial statements

One tool for every type of financial document you receive — no manual configuration needed.

Bank statements (all banks worldwide)
Credit card statements
Venmo, PayPal, Cash App statements
Investment account statements
Any PDF with financial transactions

Pricing

Simple, transparent pricing

Free
Free
Try it out
  • 3 PDF pages / month
  • AI transaction categorization
  • Sankey money-flow chart
  • AI insights & savings tips
  • Financial health score
  • Spending calendar
  • CSV export
Start Free
Most popular
Basic
$9/mo
For monthly tracking
  • 500 PDF pages / month
  • Everything in Free, plus:
  • Multi-month trends dashboard
  • Subscription detector
  • AI savings opportunities
  • 6 export formats (CSV, Excel, QIF, OFX, QBO, IIF)
  • Chat AI financial advisor
  • Receipts & invoices extractor
  • Table-to-Excel extractor
  • File format converter
  • 12 months history
Start Basic
Pro
$19/mo
For power users
  • Unlimited PDF pages
  • Everything in Basic, plus:
  • Redact sensitive info from statements
  • Translate statements (30+ languages)
  • Fake statement detector
  • Fraud & authenticity scoring
  • Priority processing
  • Priority support
Start Pro

FAQ

Financial statement software FAQ

What is financial statement software?+−
Financial statement software automates the process of reading, parsing, and analyzing financial documents. Instead of manually entering data from PDFs into spreadsheets, the software extracts transactions automatically, categorizes them using AI, and generates reports.
What's the best financial statement software?+−
The best software depends on your use case. For individuals and small businesses analyzing bank statements, our AI-powered tool offers the fastest processing (under 30 seconds), the broadest PDF compatibility (any bank worldwide), and the most affordable pricing (from $9/month).
Can financial statement software read scanned PDFs?+−
Yes — our software includes built-in OCR (optical character recognition) that reads scanned PDFs automatically. Most older financial statement software only handles text-based PDFs.
Does financial statement software work with all banks?+−
Our software works with 500+ banks worldwide — US, UK, European, Australian, and Asian banks. Any PDF bank statement works, regardless of formatting or language.
Is there free financial statement software?+−
Yes — our tool offers free analysis for the first 3 pages every month, no credit card required. That's enough to fully analyze a typical monthly bank statement.
Can financial statement software export to QuickBooks or Xero?+−
Yes. Export your analyzed statement in QBO format for QuickBooks, or CSV for Xero, FreshBooks, Wave, and other accounting platforms.
How does AI improve financial statement software?+−
Traditional software uses rule-based parsing that breaks when bank PDF formats change. Our AI reads transaction descriptions like a human — understanding that 'WHOLEFDS MKT' is a grocery store and 'NFLX' is a subscription — and assigns categories correctly regardless of formatting.