Accountants & bookkeepers
Problem: Client PDFs every month-end; manual entry eats the margin.
What you get: Upload the statement. Download Excel and CSV with the bank's own columns, ready to import.
xlsx Transactionscsv exportStatement Info sheetUse cases
Built for teams that need clean rows from a bank PDF — this afternoon, not next quarter.
Finance teams
Problem: Statements arrive as PDFs; spreadsheets are what the process needs.
What you get: Convert digital or scanned PDFs. Balances must reconcile or the job fails cleanly.
balance reconciliationOCR for scans24h deletionOps and admin
Problem: Password-protected PDFs and mixed bank layouts slow everyone down.
What you get: Unlock in memory, detect the bank layout, export the table without retyping.
password PDFsbank detectionoriginal columnsIndividuals
Problem: One statement. Need a spreadsheet you can filter and sort.
What you get: Convert once. Download Excel and CSV. Files are deleted after 24 hours.
Excel + CSVsecure retentionclear errorsConvert your own statement.