Client bank statements, categorized and export-ready
Upload the client's PDF and get AI-categorized transactions ready to export as Excel, CSV, QIF, OFX, or QBO in about 30 seconds — no more manual keying.
Upload your bank statementAnalyze my statementPDF from any bank. Scans and photos work too.Encrypted in transitPDF deleted after analysis
1,000+ statements analyzed · View sample analysis
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
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.
- instead of an hour of keying
- ~30 sec
- categories you can correct
- 19
- CSV, Excel, QBO, QIF, OFX
- 5 formats
- intake on the Business plan
- API
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.
Evaluating tools for the practice? Try the bank statement analysis software on a real client file, or wire it into your own workflow with the statement parsing API.
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 a 30-second extraction with 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 to CSV, Excel, QIF, OFX, or QBO your existing ledger workflow doesn't change — the statements just arrive in it already structured.
Secure
Private
Clear pricing
Bank statement analyzer pricing
Your first upload is free. Pay once for a single statement, or subscribe if you have many.
Pass
One statement · no subscription
- 1 upload, up to 100 pages
- Every transaction, categorized
- Subscriptions and savings found
- Report kept for a year
Pro
Most popular$144 billed yearly · save 37%
- Everything in Pass, plus
- 100 pages every month (~20 statements)
- Reports kept for as long as you want
- Priority support
Business
$372 billed yearly · save 37%
- Everything in Pro, plus
- 500 pages every month (~100 statements)
- Never blocked: $0.08 per extra page
- REST API with your own keys
For accounting practices — FAQ
How does this fit a bookkeeping workflow?
Upload the client’s statement PDF, AI extracts and categorizes every transaction into 19 categories, you review, then export — CSV or Excel for the working papers, QBO for QuickBooks, QIF or OFX for other ledgers. What used to be an hour of keying per statement takes about 30 seconds plus review.
Which export formats are supported?
CSV, Excel (.xlsx), QIF, OFX, and QBO (QuickBooks Web Connect). The CSV export is also Tally-compatible for Indian practices. All exports carry the categorized, cleaned transaction data — dates, normalized merchant names, amounts, and categories.
Does it work with scanned or image-based statements?
Yes. OCR handles scanned and photographed statements, and the AI reconstructs the transaction table even when the scan quality is imperfect. Clean digital PDFs are near-perfect; scans typically extract at 85–95% accuracy with flagged lines for review.
How does volume pricing work for a practice with many clients?
Pro at $19/mo covers 100 pages per billing cycle, Business at $49/mo covers 500 pages per billing cycle with metered overage beyond that — no per-statement or per-client fees. A typical monthly statement is 3–6 pages, so Business handles roughly 80–150 client statements per cycle.
Is there an API for automating client statement intake?
Yes — the Business plan includes a REST API that accepts a PDF and returns structured JSON: transactions, categories, and income summary. Practices use it to automate intake from a client portal or shared drive.
How is client data handled?
PDFs are deleted right after analysis — we don’t keep them. Reports can be deleted at any time. No client bank credentials are ever involved — this is document analysis, not account linking.
Can it separate business and personal transactions?
Yes — categorization distinguishes business-pattern activity (supplier payments, POS settlements, payroll) from personal spending, which is most useful for sole traders and small business clients who mix accounts. You can recategorize any line before exporting.
Something else on your mind? Write to contact@mybankstatementanalysis.com.
Reviewing statements for a different decision?
Try it on your own statement
Your first upload is free, with no account or card. If a paid report doesn't match your statement, you get your money back within 14 days.