Extract balances, categorize transactions, sum up spending. Every one is ready to run, and you can adjust it in plain language.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.