Turn a stack of PDF statements into a clean financial picture
Upload bank statements. Get every transaction extracted, categorized, and analyzed — cash flow, spending by category, cross-account transfers, and flagged items, in minutes.
FINANCIAL INTELLIGENCE
categorization · cash flow · transfers · risk signals…
42
Categories
186
Data points
High
Confidence
Extract → analyze → push to spreadsheets, accounting systems, or your stack
How it works
Four steps, no spreadsheet gymnastics
Upload
Drop in PDF statements from any of your accounts.
Extract
Every transaction is read and structured — date, description, amount, balance.
Analyze
Cash flow, categorization, transfers, and flagged items, calculated automatically.
Export
Download clean data or push it to your spreadsheet or accounting tool.
Features
Everything after "upload"
Any bank, any layout
Upload PDF statements from any bank. We reconstruct the columns and pull out every line item, even when the export is messy.
AI-powered categorization
Every transaction is sorted into a clean category set automatically, so you see where money actually goes without manual tagging.
Cross-account transfers
We match debits and credits across statements to spot money moving between your own accounts, so it doesn't get double-counted as spend.
Flagged for review
Unusually large charges and possible duplicates are surfaced automatically, so nothing slips through unnoticed.
Export anywhere
Push clean, structured data to CSV, spreadsheets, or your accounting stack — no more manual retyping.
Built on your own data
Statements are processed to extract structured data and nothing else. You control your account and your exports.
Pricing
Simple plans, no surprise fees
Starter
Try it on a couple of statements.
- 5 statements / month
- Core extraction
- CSV export
Pro
For freelancers & small business owners.
- Unlimited statements
- Cash flow & category analytics
- Cross-account transfer detection
- Flagged-item review
- CSV / QuickBooks export
Business
For bookkeepers managing multiple clients.
- Everything in Pro
- Multi-client workspaces
- Priority extraction
- Email support
Stripe checkout wiring is included in this codebase — connect a real price ID in your .env to go live.