For accountants & bookkeepers
Client bank statements, categorized and export-ready
Upload the client's PDF — get AI-categorized transactions ready to export as Excel, CSV, QIF, OFX, or QBO in about 30 seconds — no more manual keying.
Used by accountants, lenders, and businesses
Encrypted in transitPDF never stored
Your full spending report
Net saved in October 2024
Income
$7,712
Spent
$4,844
Activity
47 tx · ~$103/day
Find money you're leaving on the table
Cancel unused subscriptions
3 services you haven't used in 60+ days
Switch to cheaper phone plan
You're overpaying vs similar usage profiles
Cook 3 more meals per week
You averaged $42/meal eating out — 18 times this month
Ask your statement anything
Dining spending jumped 42% vs last month. You ate out 18 times — that's $42 per meal on average.
See where every dollar went
$4,844 across 7 categories
Your financial health, scored
Spot hidden recurring charges
8 subscriptions found · $349/mo
Built for client work
Who processes statements with us
The data-entry hours of bookkeeping, automated — with your review step kept in.
Bookkeepers
Monthly client statements extracted and categorized — export straight to the ledger instead of keying.
CPA & accounting firms
Consistent categorization across every client and staff member, with clean working-paper exports.
CAs & tax practitioners
ITR and GST prep from client statements — income separated from transfers, Tally-ready CSV out.
Fractional CFOs
Fast cash-flow and spending pictures for new clients from nothing but statement PDFs.
Practice workflow
From client PDF to posted transactions
Every step between “client emailed a statement” and “transactions in the ledger” — handled.
Extraction from any format
Digital PDFs, scans, and photos — OCR plus AI table reconstruction across 1,000+ bank layouts, no template setup per bank.
AI categorization you can correct
19 categories with normalized merchant names (AMZN MKTP → Amazon). Recategorize any line before export; business and personal activity separated.
Every ledger format
CSV and Excel for working papers, QBO for QuickBooks, QIF and OFX for other systems, Tally-compatible CSV for Indian practices.
Income & cash-flow summary per client
Average monthly income, recurring vs one-off deposits, and net cash flow — the numbers you need for advisory conversations and loan letters.
API intake on the Business plan
POST a PDF, receive structured JSON — automate statement intake from your client portal instead of processing uploads by hand.
QuickBooks practice? The converters are free: CSV to QBO, QIF to QBO, and CSV to IIF for Desktop workflows.
The data-entry hour is the least billable hour
A 40-page statement from a client who doesn't use bank feeds means an hour of keying — or a30-second extractionwith categories already assigned. The review step stays yours; the typing doesn't.
Categorization consistency is the quiet win. Different staff categorize the same merchant differently; AI applies the same rules to every statement, every client, every month — and normalizes the cryptic descriptors (SQ*, AMZN MKTP, ACH HOLDINGS LLC) that eat review time.
And because everything exports toCSV, Excel, QIF, OFX, or QBOyour existing ledger workflow doesn't change — the statements just arrive in it already structured.
Secure
Your PDF is processed in memory and never saved to disk. All data is encrypted in transit.
Private
We never sell or share your financial data. Anonymous uploads are auto-deleted after 7 days.
Transparent
No hidden fees, no account required. Try it without an account, or create a free account for 1 analysis per month.
Statement analyzer pricing
Pro
For heavy files and repeat work
- 200 PDF pages per month
- Unlimited visible transactions per report
- Subscription and recurring charge detection
- Priority support
Business
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
FAQ
For accounting practices — FAQ
Ready?
Upload one statement.
Get the full picture.
No credit card. No account. Drop a PDF and see every transaction categorized in 30 seconds.
Try it free →