Bank statements ready for review, in any format
We freed bank reconciliation from depending on the format each client sent, eliminating hours of manual statement transcription.
The challenge
The firm's bank reconciliation depended on receiving statements in a structured format. In practice, most clients only sent the bank's PDF, forcing the team to transcribe transactions line by line before any reconciliation could begin. Repetitive, time-consuming work, prone to typing errors.
The solution
We developed a tool that interprets bank statements in PDF — regardless of the issuing bank — and returns the transactions already structured and ready for review. Data entry stops being manual and becomes instant.
Results
- Accepts statements from any bank, regardless of the client's format
- Eliminates manual transcription of transactions
- Reduces the risk of human error in data entry
Contact
What's your most urgent pain point?
Tell us about the manual task that steals the most hours from your team. We'll review your case and show you how we can automate it.