Bank statement automation

Convert bank statements into clean, reviewable accounting data.

Extract transactions from a text-based PDF, review the data, then export CSV or Excel.

Convert a statementHow file handling works
  • Text-based PDF parsing
  • Review before export
  • For bookkeeping and reconciliation

Upload a bank statement

Upload a digital PDF statement from your bank. Scanned statements and images are not supported yet.

Digital PDF only. Review transactions before exporting Excel or CSV.
PDFDigital statements from your bank
ReviewTransaction data you can inspect
CSV + XLSXExport only when ready

Product preview

Bring transaction detail and balance signals into one clear view.

Before you download a file, see which records are ready and which values deserve another look.

August statement reviewVerified
Opening balance$12,470.28
Income found+$2,450.00
Needs review1 item
DateDescriptionAmountBalanceStatus
Aug 04Client payment+2,450.0014,920.28Verified
Aug 06Office supplies-128.4014,791.88Review
Aug 09Monthly subscription-49.0014,742.88Verified
3 transactions ready for exportReview workflow

Workflow

Move from source statement to usable data with the right checks in between.

  1. 1
    Upload a digital PDF

    Choose a statement with selectable text from your bank.

  2. 2
    Review parsed results

    Inspect transaction fields and the balance signals that matter.

  3. 3
    Export ready data

    Choose CSV or Excel for the next accounting step.

Built for the accounting workflow

More than a table conversion: prepare more reliable transaction data.

01

Start with a digital PDF

Read selectable text from a bank-download PDF. Scans and images are clearly marked as unsupported.

02

Check the transaction data

Review dates, descriptions, amounts, and balances before uncertain data moves forward.

03

Export when ready

Export reviewed data to CSV or Excel for your bookkeeping and reconciliation workflow.

File handling

Financial documents deserve clear handling boundaries.

HTTPS transport, account-scoped access, and short-lived storage design make the product boundaries clear before upload.

Read security and file handling details
  • Account-scoped accessJobs are limited to their owner and authorized administrators.
  • Clear product boundariesScans and images are not presented as supported functionality.

FAQ

Common questions before you start.

Which files are supported?

StatementFlow currently supports text-based PDFs downloaded from a bank. Scanned PDFs and images are not supported yet.

Why should I review the output?

Bank statements are financial data. Review helps you catch low-confidence fields and balance issues before export.