About
It started with our own statements.
Before this was a product, it was an evening a month spent retyping a bank statement for the CA.
How it started
Every month the same job came back. Download the statement. Open the PDF on one side of the screen and a spreadsheet on the other. Then type out a month of transactions by hand, so the books could go to the CA.
A quarter of statements took a full evening. And one digit typed wrong became a mismatch weeks later, which meant checking the whole month again.
The job was not difficult. The data was already there on the page. It was only stuck inside a format made for printing.
What we tried first
- The bank's own export. Most give only the last three months. The narration is often cut short. Older accounts get nothing at all.
- Copy and paste. A PDF has no columns to copy. Everything lands in one column, dates sit next to amounts, and repairing the sheet takes longer than typing it.
- Ordinary PDF to Excel tools. They copy how the page looks. If the layout shifts on page four, the sheet breaks, and you end up checking every line — which is the work you wanted to avoid.
- Scanned and locked files. A scanned or photographed statement is only an image. A statement sent by email is often locked with a password. Most tools stop at both.
So we built it properly
Properly means reading the statement as a statement, not as a picture of one. Which column is the narration. Which one is the debit. A wrapped line still belongs to the row above it. A new page is not a new account.
Every transaction gets its own row. Every column holds the same thing all the way down. You get Excel, CSV, Tally XML or JSON.
The reading is done by AI, and AI makes mistakes. So we add up the rows and compare them with the closing balance on your statement, and tell you whether the two agree. Check the sheet before you file anything from it.
The rules we set about your data
A bank statement shows where your money went for a whole month. So the rules are short, and they have no exceptions.
- We read your statement to make your sheet. Nothing else.
- The password on a locked file is used once and never saved.
- The AI providers that read a page cannot train on it.
- Nothing is sold to anybody.
The privacy policy puts each of these in writing.
What is next
More banks. The answer to "do you read mine?" should be yes more often. We add banks as people ask for them, so if yours is missing, tell us on the contact page.