Who statement.work is for
statement.work is for anyone who has to get transactions out of bank statements and into a spreadsheet or accounting system: accountants, bookkeepers, small business owners and people preparing taxes.
The common problem
The people on these pages do different jobs, but they hit the same wall. Bank data arrives as statements: PDFs exported from online banking, scans of paper copies, or photos taken on a phone. The work that follows needs rows and columns. Closing the gap by hand means copying, pasting, retyping and checking, and it gets slower with every client, account and month.
statement.work reads the statement and returns every transaction with its date, description, amount and running balance, categorized and in one consistent format, whichever bank it came from. From there you can export CSV, Excel or JSON, or ask a question about the data in plain words.
Pick your role
- statement.work for accountants How accountants use statement.work to turn client bank statements (PDFs, scans and photos from any bank) into consistent Excel and CSV for reviews, year-end and tax work.
- statement.work for bookkeepers How bookkeepers use statement.work to turn client bank statements into clean, categorized CSV and Excel for month-end, reconciliation and catch-up work.
- statement.work for small businesses How small business owners use statement.work to turn bank statements into clean spreadsheets, see where the money went, catch duplicate charges and hand tidy records to their accountant.
- statement.work for tax preparation Use statement.work to turn a year of bank statements into categorized spreadsheets for tax preparation, so totals by category and supporting detail are ready when you or your preparer need them.
What stays the same for everyone
- Any bank, any layout. No templates to set up per bank. See the bank pages for layout notes.
- Every input type. Digital PDFs, scanned statements and phone photos go through the same way.
- Same columns every time. Consistent exports make it easy to combine statements from different banks.
- Careful data handling. Statements are encrypted in transit and at rest, deleted after processing on a retention window you control, and never used to train models. Details are on the security page.
statement.work is currently in early access for accountants, bookkeepers and small businesses.