statement.work for accountants
statement.work gives accountants a fast, consistent way to turn client bank statements into spreadsheets, whatever bank they came from and however they arrived, so time goes on review and advice rather than retyping.
The problem accountants actually have
Most accountants don’t need help with the accounting. They need help with what comes before it. Client records arrive in whatever form the client had to hand: PDF statements from three banks, a scan of last March, a phone photo of a credit card statement. Before any real work can start, someone has to get those transactions into a spreadsheet, check they are complete, and put them in a consistent shape.
That step doesn’t need professional judgement, but it eats professional time, and it is where transcription errors creep in.
How statement.work fits the workflow
- Collect statements from the client in whatever form they come: digital PDFs, scans or photos.
- Convert them in one batch. statement.work extracts every transaction with date, description, amount and running balance, and categorizes it.
- Check completeness with the opening and closing balances and the running balance chain.
- Export to Excel for review or CSV for import into your accounting software.
- Ask questions in plain words when you need a quick answer, like “What did they pay in bank fees this year?”
Where it helps most
| Work | What statement.work removes |
|---|---|
| Year-end accounts | Retyping twelve months of statements per account |
| Tax returns | Hunting through PDFs for deductible spend |
| Catch-up work | Rebuilding records for clients who fell behind |
| Reviews and queries | Scrolling for one transaction or one vendor’s total |
| Multi-bank clients | Reconciling different layouts into one format |
Consistency is the real win
When every client’s statements come out with the same columns, your downstream work gets simpler. A review spreadsheet template, a set of pivot tables or an import mapping can be reused across clients instead of rebuilt for each bank. That consistency is hard to get from copy-paste, and it is what lets work be shared across a team.
Anomalies surface on their own
Duplicate charges, fee spikes and unusual transactions are flagged instead of buried in a long statement. For an accountant, that is a head start on the questions you’d ask the client anyway. Our guide to spotting duplicate charges and hidden fees shows what to look for.
Handling client data
Client statements are among the most sensitive documents a practice holds. statement.work encrypts them in transit and at rest, deletes source files after processing on a retention window you control, and never uses them to train models. If your firm needs more than that for a vendor review, raise it during early access. See security for detail.
Getting started
statement.work is in early access for accountants, bookkeepers and small businesses. Start with the statements that cause the most retyping today, often scanned ones, and see how far the exports take you.
Questions
Can statement.work handle statements from many different clients and banks?
Yes. It works with statements from any bank without templates, and every export uses the same columns, so statements from different clients and banks line up.
Is it safe to upload client statements?
Statements are encrypted in transit and at rest, source files are deleted after processing on a retention window you control, and data is never used to train AI models. See the security page.
Does it replace my accounting software?
No. statement.work turns statements into clean data. You still do the accounting in your usual software and spreadsheets, using the CSV or Excel exports.