AI-Powered Statement Extraction & Verification

Turn Statements Into Accounting-Ready Data

Upload statements and let AI extract, verify and prepare transaction data for review and export. Built for accountants, bookkeepers and businesses who value accuracy and time.

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Trusted Results

Faster Processing

Accounting-Ready Exports

FEATURE 1

Extract Transaction Data Automatically

Upload financial statements in PDF, scanned PDF or image formats. AI automatically extracts transaction dates, descriptions, amounts and balances into structured, accounting-ready transaction data.

Up To 50 Pages Multiple Accounts Multi-Currency Mixed Account Types

INPUTS

Supported Statement Types

Bank Statements
Credit Card Statements
Lending & Mortgage Statements
Financial Account Statements
Account Activity Reports

FILES

Supported Formats

PDF Documents
Scanned PDF Documents
JPG & PNG Images

Supports Poor-Quality Scans & Images

ADVANCED

Real-World Statement Support

Handles Complex Statements

Up to 50 pages per statement
Multiple Accounts Within One Statement
Multi-Currency & Mixed Account Types Per Account
Non-Standard Bank Layouts
Multiple Transaction Sections
Mixed Debit & Credit Formats

FEATURE 2

Verify Data Before Export

AI automatically reviews extracted transaction amounts and identifies potential inconsistencies before export. Most statements are verified automatically and ready for export, while statements requiring further attention are flagged for review.

Most Statements Verified Automatically

AMOUNT VERIFICATION

AI Verification

AI Verification Engine

AI automatically reviews extracted transaction amounts before export.

Verify extracted transaction amounts
Identify potential amount inconsistencies
Flag transactions requiring attention
Improve confidence before export

VERIFIED

Verified

Ready For Export

Amount verification passed and no potential inconsistencies were identified.

Amount verification passed
No potential amount inconsistencies identified
Ready for export

REVIEW

Review Recommended

Potential issues were detected that may impact your exported data.

Potential amount inconsistencies detected
Transactions requiring attention identified
Review recommended before export

FEATURE 3

Review, Correct & Re-Verify

When review is recommended, users can inspect highlighted transactions, compare extracted data against the original statement and automatically re-run verification after every saved change.

For Statements Requiring Additional Review

REVIEW

Statement Review

Review Processed Statements

Open processed statements and review extracted transactions alongside the original statement before export.

Open processed statements with a single click
Compare extracted transactions against the source statement
Review extracted data before export

CORRECT

Guided Resolution

Find and Fix Issues Faster

Potential issues are highlighted and explained to help users quickly identify and correct extracted data.

Automatically jump to the identified transaction
Highlight potential issue rows
Display mismatch reasons to assist review
Edit debit, credit, balance and currency values
Add or delete transaction rows
Create accounts and move transactions between accounts

RE-VERIFY

Automatic Re-Verification

Verify Changes Instantly

Balance checks are automatically re-run after every saved change and verification status is updated immediately.

Automatically re-run balance checks
Update verification status
Jump to the next identified issue
Continue until verification passes

FEATURE 4

Export Data. Your Way.

Export extracted transaction data in the format that best suits your workflow. Preserve the original statement structure for review, create organised workbooks for reconciliation and analysis, or generate import-ready files for accounting software.

STATEMENT EXPORT

Excel (.xlsx)

Review Individual Statements

Export one statement in a familiar Excel format.

One Excel file per statement
All extracted transactions in a single worksheet
Maintains statement context and readability
Ideal for review, audit and validation

WORKBOOK EXPORT

Multi-Sheet Workbook

Reconcile and Analyse Data

Create an organised workbook for review and analysis.

One workbook for one or multiple statements
One worksheet per account, account type and currency combination
Transactions organised automatically by account, account type and currency
Compare data across multiple statements

IMPORT READY ZIP

CSV/QIF Package

Import Into Accounting Software

Generate CSV or QIF files prepared for accounting software import.

Works with one or multiple statements
One ZIP file containing multiple import-ready files
One file per account, account type and currency combination
Compatible with Generic CSV, Xero, MYOB, QuickBooks, Sage and Zoho Books

COMPATIBLE WITH

Xero MYOB Sage QuickBooks Zoho Books

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