Financial data extraction from PDFs and bank statements
Turn any financial PDF into structured data — CSV, Excel, JSON, QBO. 200+ bank templates, OCR for scanned pages, and reconciliation baked in.
Financial data extraction is the process of converting unstructured PDFs (bank statements, credit-card statements, invoices, brokerage statements) into structured rows and columns you can query, reconcile and post to the ledger. Consumer PDF-to-Excel tools stop at box-per-cell dumps; production accounting workflows need bank-aware parsing, OCR fallback for scanned pages, and closing-balance validation before the data can be trusted.
Step-by-step
Bank statement, credit-card statement, brokerage statement, or invoice — PDF or image.
Auto-detect for 200+ known bank formats, or upload a sample if we haven't seen your bank yet — we add the template within 24 hours.
CSV, Excel, JSON, QBO, OFX, IIF or Tally XML. Balance reconciled before export; any mismatch is flagged inline.
FAQs
Bank statements (checking, savings, credit card), brokerage statements, and (in beta) supplier invoices. Bank statements are the highest-accuracy path.
For bank statements, higher — because we know the target schema. Generic OCR emits every word; we emit transaction rows.
5/day (15 with a free account), up to 200 transactions/file. No signup.