Account
Bank name · Account holder · Account number · IFSC code · Statement period · Currency
Finance & lending
Bank statements as clean transaction tables
Turn multi-page statements into one table of transactions you can reconcile, analyse or feed to a credit model, with the running balance checked row by row.
01The problem
Where the time goes today
- Copying hundreds of transactions from PDF statements into spreadsheets
- Column layouts that change from bank to bank and break templates
- Missing rows that throw off reconciliation without anyone noticing
- Scanned statements submitted by customers and borrowers
02Checks
Verified before you use it
- Opening balance plus credits minus debits equals the closing balance
- Running balance checked on every row to catch missing transactions
- IFSC code format
- Account number present
- Same file received before (duplicate warning)
03What you get
Fields captured from every document
Ready to use out of the box. Add, rename or remove fields for your workspace at any time.
Balances
Opening balance · Closing balance
Transactions
Date · Description / narration · Cheque or reference number · Debit · Credit · Balance
04In the product
See exactly what was read and checked
Every value sits next to the original page, every check explains itself, and nothing reaches your systems until it passes or a person approves it.
05Workflow
How it runs day to day
Tip: send these documents to your workspace address with the .bank alias so they skip auto-detection.
- Step 01
Collect
Customers email statements to your bank address, or your system uploads them through the API.
- Step 02
Extract
Every transaction row on every page is captured in order, skipping page totals.
- Step 03
Reconcile
Balance checks run automatically; mismatches go to review with the problem highlighted.
- Step 04
Use
Export to Excel or CSV, or receive the transactions as JSON in your own system.
06More solutions
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