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Bank Statement PDF
01/15 AMZN MKTP US*2X7K4F  -47.82
01/15 SQ *BLUE BOTTLE COF   -6.50
01/16 GUSTO 0041 PAYROLL -3,847.00
Extracted & Coded
Amazon · Jan 15
$47.82
Blue Bottle Coffee · Jan 15
$6.50
Gusto Payroll · Jan 16
$3,847.00

Every transaction linked to its source document

Full extraction

Date, amount, payee, check number, memo. Every field from every transaction.

Source traceability

Click any transaction to see exactly where it came from. No more folder hunting.

Smart GL coding

Suggested from your prior categorizations. Approve in bulk, fix edge cases.

Handles the messy stuff

Skewed scans. Bad handwriting. Statements from any institution. No templates to configure. Vendor names normalize automatically.

Any bank Bad scans Handwriting No templates Bulk approve Auditable export

How it works

1

Import

General Ledger, Chart of Accounts, Vendor List

2

Upload

Bank statement PDFs. Any bank, any quality.

3

Review

Transactions extracted, GL codes suggested. Approve or adjust.

4

Export

Clean auditable file for your accounting software.

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