BankStatementReader extracts transactions from PDF bank statements using OCR, then exports the results to Excel, CSV, or JSON — no manual retyping.
BankStatementReader replaces hours of manual retyping with automated parsing and structured exports, so your finance ops can focus on review instead of data entry.
Finance teams still rely on spreadsheets, shared inboxes, and manual copying to reconcile cash activity. These friction points create delays, introduce risk, and make audits painful.
Scanned PDFs, image exports, and multi-language statements land differently every time, forcing analysts to rebuild templates from scratch.
Manual spot checks miss duplicate charges, reversals, and suspicious activity that demand real-time alerting.
AUD, PCI, and FINTRAC require clean evidence trails. Manually stitching documents creates audit gaps and stress.
Live dashboards, intelligent enrichment, and configurable exports let finance teams monitor cash positions, reconcile faster, and satisfy auditors in minutes.
Drag-and-drop or email any statement format. Our normalization engine converts them into a consistent schema with fields for customer, instrument, counterparty, and GL mapping.
Machine learning models learn from your chart of accounts and auto-tag recurring vendors, subscription debits, and repayment schedules.
Trigger alerts on duplicate withdrawals, threshold breaches, or missing payouts. Review flagged activity with a single click.
Generate SOC 2 aligned logs with immutable hashes, or sync reconciled data back to NetSuite, ERPNext, and custom ERPs through secure APIs.
Choose the plan that meets your statement volume. Every tier includes SOC 2 compliant infrastructure, dedicated support, and API access.
Perfect for lean finance teams digitizing their first workflows.
Advanced automation for multi-entity controllers and revenue ops.
Tailored onboarding, compliance automation, and dedicated SLAs.
From implementation timelines to security posture, here are the most common questions finance and compliance teams ask before rolling out BankStatementReader.
Most teams connect their storage and finance tools within 10 minutes. Our onboarding engineers help map your chart of accounts and approval rules in the first week.
Yes. Our OCR pipeline is trained on multi-language banking statements and automatically enhances low-resolution scans for accurate extraction.
Data stays in-region (US, EU, or APAC), encrypted at rest (AES-256) and in transit (TLS 1.3). Optional on-premise deployments are available for regulated industries.
Growth and Enterprise plans include access to certified financial analysts who can validate anomalies and sign off on large reconciliations.
We maintain native connectors for NetSuite, ERPNext, Odoo, Workday, Snowflake, and offer a REST & event-based API for custom workflows.