Make the statement searchable
Find a transaction or filter the extracted data without working through every page again.
BANK STATEMENT EXTRACTION
Bring dates, descriptions, money in, money out, and balances into one readable table. Spend your time reviewing transactions instead of retyping them.
150 free credits for new accountsExcel export available
| Date | Description | Out | In |
|---|---|---|---|
| 03 Aug | Client payment | — | 2,400.00 |
| 05 Aug | Office supplies | 86.40 | — |
| 08 Aug | Software subscription | 49.00 | — |
| 12 Aug | Client payment | — | 1,250.00 |
Opening €4,820.00 + in €3,650.00 − out €135.40 = closing €8,334.60
BUILT AROUND THE DOCUMENT
Extract, review, and export.
With the context you need along the way.
Find a transaction or filter the extracted data without working through every page again.
Reconciliation flags imbalances between transactions and balances for a closer review.
Export the reviewed data to Excel and carry on with your accounting workflow.
WHAT YOU GET BACK
Dates and amounts are useful. Knowing how they relate to the statement balance makes them easier to review. Keep the original document alongside your checks, and investigate anything that does not add up.
Extracted fields depend on the information in your document.
YOUR NEXT THREE STEPS
Use a digital PDF, scanned PDF, or a clear image of the bank statement.
Check the extracted rows against the source and investigate any imbalance.
Download a structured .xlsx file when you have finished reviewing.
Use your allowance across bank statements, invoices, and receipts.
GOOD TO KNOW
Answers for your next upload.
FROM DOCUMENT TO SPREADSHEET
Extract the data. Check the details. Export to Excel.