Security and file handling

Built for careful handling of financial documents.

StatementFlow is designed around short-lived files, authenticated review access, and clear limits on what the current parser can process.

Digital PDF only

Start with a supported bank statement.

Upload a PDF with selectable text from your bank. You can review extracted data before export.

  • Scanned documents and images are not supported yet.
  • Review every export for your accounting workflow.

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.
01

Secure transport

Production traffic is served over HTTPS so uploaded data is protected while it travels to the application.

02

Scoped access

Statement jobs are only available to their owner, with separate administrator access controls.

03

Short-lived storage

The product is designed for temporary file storage and operational deletion rather than permanent document archiving.

How it works

A deliberate path from source document to export.

  1. 1

    Upload a supported digital PDF

  2. 2

    Review the extracted data in your account

  3. 3

    Export the result and delete data according to your retention process

FAQ

Practical details before you upload.

Which statements are supported?

The current parser supports digital PDFs with selectable text. Scans and images are clearly rejected because OCR is not available yet.

Can other users view my job?

No. Application authorization checks restrict statement job access to the job owner and authorized administrators.