Convert bank statements into Excel in seconds
AI extraction with privacy-first security. Encrypted uploads, automatic deletion, and no AI training.
No credit card required. 10 conversions per month. Promotion ending soon.
- AES-256 encrypted
- TLS 1.3 in transit
- Automatic deletion
- Never used for AI training
- AES-256
- Encryption at rest
- TLS 1.3
- In transit
- 24 hours
- Default retention
- 0
- Documents used for training
Everything a conversion workflow needs, nothing it does not
OCR handles scanned and photographed statements, not just digital exports.
Layouts are recognised automatically, so there is no template to configure.
Opening balance, transactions and closing balance are reconciled on every run.
Structured columns for date, description, reference, debit, credit and balance.
Retention is set at upload time and enforced without any manual clean-up.
Your client documents are never used to improve or train any model.
Help shape StatementFlow
Become one of our Founding Members and help shape StatementFlow.
- 10 conversions per month during Early Access
- Locked-in 20% discount for your first year of Pro
- Early access to new AI features
- Early access to newly supported banks
- Ability to influence our roadmap
- Priority support
10 conversions per month are free during Early Access. Reserve your 20% first-year discount before Pro launches.
No credit card required. No payment information is collected.
Bank coverage
Statement layouts for most banks recognised automatically — no template setup required.
How it works
Upload PDF
Drag in one statement or a full client folder. Password-protected files are supported.
AI extracts transactions
The bank layout is detected, OCR runs where needed and every line item is structured.
Download Excel
Review the balance check, then export to Excel or CSV and let the file delete itself.
Privacy is the product requirement
Client bank statements are among the most sensitive documents a practice handles. StatementFlow is built so the file leaves your control for as short a time as possible.
TLS 1.3 in transit and AES-256 at rest, in access-controlled storage scoped to your account alone.
Retention is chosen per upload and enforced by the platform — immediately, 1 hour, 24 hours or 30 days.
No statement, transaction or export is ever used for model training or shared for that purpose.
Row-level access control, full audit logging of downloads and deletions, and minimal data collection by default.
Pricing
10 conversions per month are free during Early Access. Pro and Business arrive later — Founding Members lock in 20% off their first year.
10 bank statement conversions per month during our Early Access launch.
- 10 PDF uploads per month
- Monthly quota resets automatically
- PDF to Excel and CSV
- OCR for scanned statements
- Balance validation
- AES-256 encrypted storage
Limited-time promotional offer.
Built for accountants, bookkeepers and finance professionals.
- AI transaction categorization
- Bulk statement uploads
- Faster processing
- Export history
- Accounting integrations
- API access
Lock in 20% OFF your first year.
Built for finance teams and enterprises.
- Multiple users
- Team workspace
- Admin dashboard
- Audit logs
- Enterprise security controls
- Priority support
Reserve your 20% first-year discount.
Frequently asked questions
Try it on one statement
Three free conversions. No card required. Delete everything the moment you are done.
- AES-256 encrypted
- TLS 1.3 in transit
- Automatic deletion
- Never used for AI training