extract data from your Bank Statement with document ai

Bank statements – they're like monthly report cards for your finances, aren't they? But unlike school report cards, these can be pages long and filled with transactions that might as well be in another language. Decoding them can feel like you're playing detective with your own money.
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A folder full of Bank Statements

Structured Tables

Document AI adapts to your documents to extract, structure & automate Bank Statement workflows.
Bank Statement May 2023
Bank Statement Jun 2023
Bank Statement Jul 2023
Bank Statement Aug 2023
Bank Statement Sep 2023
Bank Statement Oct 2023
Bank Statement Nov 2023
Bank Statement Dec 2023
Bank Statement Jan 2024
Untitled Table
Documents
Documents
find
upload
export
run workflow
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Portfolio Co
Transactions
Company
Company
Company
01
Invoice_Contractor_1
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Apple
20403
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Document
02
Invoice_Contractor_1
Sonos
20403
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Document
Document
03
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Spotify
20403
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Document
Document
04
Invoice_Contractor_1
Figma
20403
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Document
Document
05
Invoice_Contractor_1
Figma
20403
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Document
Document
06
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Adobe
20403
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07
Invoice_Contractor_1
Adobe
Document
Document
Document
Document

Personalized for your Use Case

Document AI adapts to your documents to extract, structure & automate Bank Statement workflows.
industry
Document AI can automate reconciliation by matching transactions with internal records, flagging discrepancies for review.
industry
Analyze spending patterns to offer personalized financial advice or targeted product offerings to customers.
industry
Use Document AI to categorize income and expenses from property bank statements, providing quick insights into property performance.
industry
Automatically reconcile sales data with bank deposits, identifying any discrepancies or potential issues quickly.

Security-first Infrastructure

The secure and compliant way to enable Bank Statement workflows.
General Data Protection Regulation
Compliant
California Consumer Privacy Act
Compliant
ISO 27001
Certification in Progress
Data Processing Agreement (DPA) available on request.
Data stored & processed exclusively in European Union & United States of America.
Anonymized data for reinforcement learning
No customer data used for LLM Training
AES-256 & TLS 1.3 Encrpytion
Annual Internal Security Audits
Role-based Access Control
Continuous monitoring & Incident response
Employee Background Checks
Annual Internal Security Audits

Move your Bank Statement data to you Apps

Extract any data from your Bank Statements and send to apps you use at work.