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About
This tool is an AI-powered bank statement converter designed to transform PDF statements from over 8,000 banks and credit unions into Excel, CSV, or Google Sheets formats. It aims to save users substantial time by accurately parsing and converting complex financial documents into tidy, spreadsheet-ready data. The tool emphasizes privacy, with a commitment to not storing or selling user data and ensuring all processing is done securely. It targets accountants, financial analysts, and finance teams needing precise data conversion for reconciliation or tax purposes. The tool boasts a proprietary AI model tailored to understand diverse banking statement formats, ensuring compatibility with popular accounting software like QuickBooks and Xero.
Problem & solution
Problem
Manual PDF bank statement to spreadsheet entry wastes time and risks errors.
Solution
AI parses bank PDFs to clean CSV/Excel/Sheets with balance validation and privacy.
Who it's for
Accountants, analysts, and finance teams handling bank statements.
Main features
- Drag-and-drop PDF upload
- AI layout parsing
- Bank-specific parsers
- Balance validation check
- Exports to CSV/Excel/Sheets
Use cases
- Convert PDF statements to CSV
- Prep data for QuickBooks/Xero
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