AI-Powered Bank Statement Extraction & Reconciliation
An intelligent processing system that automates the extraction, validation and export of financial data from bank statements in multiple formats, helping accountants and finance professionals reduce manual data entry and streamline bookkeeping workflows.
Multi-format intake
Accepts statements as PDF, images, Word documents and other supported file types.
Detailed field extraction
Extracts dates, descriptions, debit/credit amounts, balances and other banking details.
Structured records
Converts unstructured statement data into structured, usable transaction records.
Validation & checks
Flags discrepancies, missing data and duplicate transactions with consistency checks.
Excel export
Download processed statements in Excel for analysis or accounting purposes.
Accounting integrations
Direct upload and integration with Xero, Manager.io Local and Manager.io Cloud.
SharePoint integration
Connects to SharePoint for document-management workflows.
Built for finance teams
Helps Chartered Accountants and finance teams process large statement volumes accurately.
Interested in this solution?
We can tailor it to your environment or build something similar for your business.
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