statement.work for small businesses

Your bank statement already knows the answer

Most small business questions about money are answered somewhere in the bank statements. How much went on software this year? Which subscriptions are still running? Did that supplier invoice get paid twice? The trouble is that a statement is a long PDF in date order, not a list you can sort or total. So the questions go unanswered, or someone spends an evening copying rows into a spreadsheet.

statement.work turns the statement into that spreadsheet for you.

What you get

• Every transaction as a row, with date, description, amount and running balance.
• Categories, such as payroll, rent and subscriptions, so totals by type take seconds.
• Flags on anything odd: duplicate charges, fee spikes and unusual transactions.
• Plain-language answers: ask “What did we spend on software in Q2?” and get a figure built from the real transactions.
• Exports in Excel, CSV or JSON, with the same columns every time.

Three common jobs

Seeing where the money went

Convert the last few months of statements and sort by category. Recurring costs you’d forgotten about tend to jump out, especially small monthly subscriptions that never feel worth checking individually.

Catching charges you didn’t expect

Duplicate charges and creeping bank fees are easy to miss in a long statement. statement.work flags them. Our guide to spotting duplicate charges and hidden fees explains what to look for and what to do next.

Getting ready for your accountant

Accountants work faster with clean data. Handing over categorized spreadsheets alongside the original statements saves them the retyping you’d otherwise be paying for. If it’s tax season, use the tax preparation checklist.

Paper statements and photos

If your records are on paper, you don’t need to retype them. Scan each page, or photograph it on your phone flat and in good light, and upload the images. statement.work reads them the same way as PDFs from online banking.

A note on your data

Your statements are encrypted in transit and at rest, deleted after processing on a retention window you control, and never used to train AI models. More on the security page.

Is it worth it for a small business?

If you only ever look at one statement a year, maybe not. If you regularly copy transactions into spreadsheets, prepare records for an accountant, or have more than one account, the time adds up quickly. Why convert bank statements at all? walks through the reasons.