Financial DataSpreadsheets
Stop wasting hours trying to copy/paste bank statements. Get structured transactions with high accuracy.
EXTRACTED VALUES
EXTRACTED VALUES
EXTRACTED VALUES
How Bank Statements Pipeline Works
Three steps — from raw PDF to structured data, ready for your workflow.
Prepare your PDF
The key to great results
Upload a single PDF containing multiple samples of the same bank statement type — all sharing the exact same layout.
⚠ Mixing layouts gives unexpected results
You can submit a PDF with bank statements from different vendors or layouts — the system will still process it. However, mixing them will likely produce inaccurate or incomplete data.
✓ For excellent results
- · One PDF = one bank statement layout, multiple samples
- · Create one PDF per vendor layout you need to process
AI Extracts Every Field
Including variable line items
Once uploaded, the AI reads each sample and extracts all fields — including line-item tables with any number of rows. No template, no fixed row count.
Learns the layout once
From the sample set, the model identifies every field and the exact table structure.
Handles spanning tables
Line items spread across multiple PDF pages are joined into a single contiguous table.
Variable row counts
Each bank statement sample can have a different number of line items — the engine captures all of them.
Download Your Results
Excel & CSV — ready to use
The extracted data is available right from your results. Download it as Excel (.xlsx) or CSV (.csv) — every extracted field becomes a column, every document sample becomes a row.
EXCEL .xlsx
Open directly in Excel, Google Sheets, or any spreadsheet tool. Ideal for reviewing and sharing.
CSV .csv
Import into any system: accounting software, ERP platforms, or databases.
Stop Manually Typing
Bank Statements
Our system learns the structure dynamically. No rigid templates required. It just works.
Table Reconstruction
Solves the copy/paste issue by building rigid tabular data out of fragmented PDFs.
Format Agnostic
Parses Chase, BoA, HSBC, or any local credit union. No templates to maintain.
Scale Ready
Process massive document batches without increasing your headcount.
Frequent Questions
Can it handle scanned or low-quality images?
Yes. Our AI visual models are able to process scanned images. Better image quality typically produces better results.
What file formats are supported?
We support PDF files. If you have statements as images, we have a free tool that converts images to PDF — try it here.
Will my data be used to train models?
No. Your financial data is protected. Data is removed from our systems after you log out.
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