Professional bank statement analysis made simple. Upload PDFs, get instant insights, and manage your clients' finances with powerful automation.
Total Balance
$124,532.00
Client A
3 statements
+$45,230
Analytics Ready
12 insights
Income Distribution
Q4 Overview
October
$32,450
November
$41,320
December
$28,762
Everything you need to analyze, manage, and understand your financial data — all in one powerful, intuitive and streamlined platform.
Upload bank statement PDFs and get instant, accurate data extraction with our advanced AI-powered parser.
Visualize cash flow, spending patterns, and financial trends with interactive charts and graphs.
Automatic transaction categorization with custom rules and keywords for effortless organization.
Manage multiple clients, track their statements, and generate professional reports with ease.
Mark suspicious transactions, add notes, and track items that need review or follow-up.
Hide sensitive data with one click for safe screen sharing and professional presentations.
Choose the plan that fits your needs. Upgrade or downgrade anytime.
500 Bank Transactions
2.000 Bank Transactions
10.000 Bank Transactions
50.000 Bank Transactions