Question 1

What kind of PDFs are supported?

Accepted Answer

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Question 2

Is my financial data secure?

Accepted Answer

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Question 3

Which banks does it work with?

Accepted Answer

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

Question 4

What formats can I export?

Accepted Answer

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Question 5

Can I fix incorrect rows?

Accepted Answer

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Bank statement converters — R