Bank Statement Processor

Tax Period — no entry needed (click to set custom dates for fiscal year filers)

Step 1: Upload Bank Statements (PDF)

Drag & drop bank statement PDFs here

or click to browse

Do you have transaction CSV files for the same period?

CSV files provide more accurate transaction details for the summary tabs.

Step 2: Upload Transaction CSV Files

Drag & drop CSV or Excel files here

or click to browse

Step 3: Upload Credit Card Statements (PDF)

Drag & drop credit card statement PDFs here

or click to browse

Do you have credit card transaction CSV files?

CSV files create detailed transaction tabs with tax description columns.

Upload Credit Card Transaction CSV Files

Drag & drop CC transaction CSV or Excel files here

or click to browse

More than 12 months detected. How would you like to proceed?

Create one summary with all months Split into two separate yearly summaries

A bank’s CSV export covers whatever range you asked the download form for, which is rarely the range of the statements beside it. Tick this and anything dated outside a statement period is left out, so the totals tie to the statements. Leave it off to keep every row in the file.

Generate Bank Summary

Payment Required

Verify Extracted Transactions

Summary Generated!

Error