Bank Statement Processing

Any bank. Any format. One clean dataset — without the hour of spreadsheet surgery that usually comes first.

Every bank exports differently. That’s the problem.

Chase puts the amount in one column, Wells Fargo in two. Credit cards flip the signs. PDFs aren’t data at all until someone retypes them. Before you can do any real accounting work, someone has to normalize all of it — and that someone is usually you, at your billing rate, doing data entry.

What it does

• Accepts CSV and PDF statements from 40+ bank formats — Chase, Wells Fargo, Bank of America, credit cards, business checking
• Detects the bank and column structure automatically
• Normalizes dates, amounts, signs, and descriptions into one consistent dataset
• Handles one month or a full year of statements in a single batch

How you use it

1. Drag and dropOne file or twenty — mixed banks and account types are fine.
2. Review the detectionThe system shows you what it found: bank, account type, date range, transaction count.
3. Work from clean dataCategorization, reconciliation, and reporting all start from the same normalized ledger.