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.
For accountants & bookkeepers
Built for clients spread across many banks, not just one
Challenger banks like ANNA, Monzo, and Countingup already do this natively — but only for clients who bank with them directly. Real practice work means clients across dozens of different banks, which is exactly the problem this solves.
Any bank, not one template
Extraction reads each statement's actual content rather than a fixed layout built for one bank — Barclays, HSBC, a business account or personal, all handled the same way.
Nothing hidden, everything checkable
Every category is an editable dropdown, right in the ledger — never a black-box decision you have to trust blindly. Corrections are remembered and applied going forward.
A real accuracy check, not a promise
Extracted totals are automatically compared against each statement's own printed summary — a genuine catch for missed or misread transactions, flagged clearly, not buried in a log.
Every client, fully separate
Each client is an isolated workspace — its own statements, categories, and corrections. Nothing from one client's books ever touches another's.
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.