Upload the statement
Choose one or several PDF statements.
Review-first statement extraction
Upload PDF statements, extract transactions with AI, review every row, and export audit-ready CSV records.
Choose one or several PDF statements.
Check dates, descriptions, amounts, categories, and balances.
Download CSV records after the ledger matches the source statement.
No. Statements AI works from PDF statements you choose. It does not require banking credentials for the upload workflow.
Yes. The review ledger lets you edit categories, transaction type, excluded rows, and filters before CSV export.
The interface accepts PDF bank and credit-card statements. Unsupported file types are skipped immediately after selection.
PDFs are queued locally, transferred through authenticated encrypted requests for temporary processing, and retained according to the published privacy policy.