Extract balances, categorize transactions, sum up spending. Every one is ready to run, and you can adjust it in plain language.
Turn statement lines into categorized entries ready for review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Turn bank statement pages into flagged transaction rows for review.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.