Supported Statement Types

One converter for every kind of financial statement. Upload a PDF or image and get a structured Excel or CSV file with account info and transactions in separate sheets.

Convert a statement

Bank statements

Checking and savings account statements, with every transaction, opening balance and summary extracted.

Credit card statements

Credit card bills with purchases, payments, fees and interest itemized into rows.

Investment & brokerage

Brokerage and investment account statements with trades, dividends and holdings.

Loan & mortgage

Loan and mortgage statements with principal, interest and payment breakdowns.

Invoices & receipts

Invoices and receipts with line items, totals and tax extracted to a clean spreadsheet.

Input & output formats

Simple in, clean structured data out.

You upload

PDFPNGJPGJPEG

You download

Excel (.xlsx)CSV

What's inside the file

1

Account Info

Bank, account holder, account number, currency and period.

2

Summary

Opening balance, total deposits, withdrawals and other figures.

3

Transactions

Every transaction with date, description and amount.