AI-Agents for Accountants in Bank Statement Processing working with Microsoft Office 365
Extract balances, categorize transactions, sum up spending. Every one is ready to run, and you can adjust it in plain language.
Convert Bank Statements
Prepare transaction CSVs with balance differences called out.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
Works with
7 tools
7 tools
Analyze Bank Statements
Categorize bank transactions and flag balances that need review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Works with
5 tools
5 tools
1–2 of 2
