Bank statement conversion

Statements in.
Structure out.

Upload a bank statement — PDF, scan, or photo, any bank, any layout — and get clean CSV or Excel, categorized transactions, and plain-language answers about where the money went.

First National Bank — statement.pdf
DateDescriptionAmount
07/02Payroll deposit+3,420.00
07/03AWS — cloud hosting-214.60
07/05Rent — office-1,850.00
07/08Adobe subscription-52.99
07/09Client invoice #1042+1,200.00
How it works

Three steps, no template required

Every bank formats its statements differently. statement.work reads the document, not the format.

01

Upload

Drop in a PDF export, a scanned copy, or a photo taken on your phone. Multiple statements at once is fine.

02

Extract

Every line is pulled out — date, description, amount, running balance — and normalized into one consistent format.

03

Understand

Export to CSV, Excel, or your accounting software, or ask a question directly and get a straight answer.

What it does

Built for the way statements actually look

Not a generic OCR tool. It's tuned specifically for the layouts, fonts, and quirks of bank statements.

Any bank, any layout

Works across statement formats without needing a template mapped in advance.

Clean exports

CSV, Excel, or JSON, with consistent columns every time — ready to drop into a spreadsheet.

Automatic categorization

Transactions sorted into categories like payroll, rent, and subscriptions without manual tagging.

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Ask in plain language

Query your own statements directly instead of scrolling through rows looking for one charge.

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Anomaly flags

Duplicate charges, fee spikes, and unusual transactions are surfaced instead of buried.

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Multi-currency

Statements in different currencies are handled without manual reformatting.

Statement intelligence

Ask your statements a question

Skip the spreadsheet. Ask what you actually want to know, and get an answer grounded in the real transactions.

What did I spend on subscriptions in Q2? Any duplicate charges last month?
"What did I spend on software subscriptions in Q2?"
Total was $1,842.30 across 14 charges. Adobe and AWS made up 68% of that, with a $214 spike in June from an added AWS instance.
Handled carefully

Your statements, treated like the sensitive documents they are

Encrypted end to end

Statements are encrypted in transit and at rest, from upload through processing.

Deleted after processing

Source files are removed once your export is ready, on a retention window you control.

Never used to train models

Your financial data stays yours. It isn't used to train or fine-tune anything.

Get early access

We're onboarding a first group of accountants, bookkeepers, and small businesses.

No spam. One email when it's your turn.

You're on the list — we'll be in touch.