No credit card required · 3 free documents to start

Extract Bank Statement Transactions and Balances

Extract transactions, balances, statement periods, and account details from bank-statement PDFs into reviewable structured data.

✓ Transaction and balance fields✓ Per-field confidence scores✓ JSON, CSV & Excel export✓ REST API included

Parse a bank statement in 3 steps

Start with a representative file, review the confidence signals, and verify the output against the source.

📤
Step 1

Upload the statement

Use a supported PDF or image and test a representative bank or credit-union layout.

⚡
Step 2

Extract transaction fields

The parser returns available transaction dates, descriptions, amounts, and balances with confidence signals.

📦
Step 3

Reconcile and export

Check rows and totals against the source, then export CSV or use the API.

See it in action — try a sample

Use our sample document or upload your own. See exactly what you'll get.

Try it now
Upload a bank statement to see the extracted data

Drop your bank statement here or click to upload

PDF (including scanned), DOCX, XLSX, PNG, JPG, WEBP — up to 4.5MB

or

Built for production, not demos

Reviewable outputs and integration options for repeatable document-processing workflows.

All Banks Supported

Designed for common layouts from statements from any US or international bank — PDF, scanned, or digital.

Transaction Categorization

Every debit and credit auto-categorized (payroll, rent, utilities, transfers, etc.).

Cash Flow Analysis

Average daily balance, monthly income, and expense summaries ready for underwriting.

Extracted Fields

Every bank statement is parsed into structured JSON with these fields

bank_nameaccount_holderaccount_number_last4routing_numberstatement_period_startstatement_period_endbeginning_balanceending_balancetotal_depositstotal_withdrawalstransactionsservice_chargesinterest_earnedoverdraft_feeschecks_clearedadditional_accountsfootnotes

Why use a structured extraction workflow

Get reviewable structured data from your documents, with confidence signals that show where a human check may help.

Built for reviewable structured data

Upload a representative supported PDF, scan, or photo, review the returned fields, and export JSON, CSV, or Excel for downstream use.

Confidence signals for review

Returned configured fields include confidence signals to help prioritize review. A confidence value is not a guarantee that a field is correct.

Published data-handling details

Review the current security and privacy pages before submitting sensitive documents, including how source files and structured results are handled.

Per field

Confidence signals

PDF · scan · photo

Accepted inputs

JSON · CSV · Excel

Export formats

3 free

No card required

Frequently Asked Questions

Which banks do you support?

Supported statements from many U.S. banks and credit unions can be submitted. Layouts vary, so test representative files from each institution and account type you need.

How should I review transaction extraction?

Use confidence signals to prioritize review, then compare transaction count, amounts, dates, and balances with the source statement.

Can this support an underwriting workflow?

The API can provide configured statement fields for a reviewed underwriting workflow. It does not independently verify identity, ownership, income, cash flow, or creditworthiness.

Do you categorize transactions?

The output may include configured transaction labels or signals. Review classifications against the source and your organization’s rules before using them.

Simple Monthly Pricing

Start with 3 free documents. Upgrade to a monthly plan when you need more.

Free
Try it out
$0

Free forever · 3 docs

  • ✓3 free document parses
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓No credit card required
Lite
Occasional use
$9/mo

$0.45 / doc · 20 docs/mo

  • ✓20 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓Cancel anytime
Starter
Regular use
$29/mo

$0.58 / doc · 50 docs/mo

  • ✓50 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓API access included
  • ✓Cancel anytime
Most Popular
Pro
Growing teams
$79/mo

$0.40 / doc · 200 docs/mo

  • ✓200 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓Full API access
  • ✓Batch upload support
  • ✓Cancel anytime
Business
High-volume automation
$199/mo

$0.20 / doc · 1000 docs/mo

  • ✓1,000 documents / month
  • ✓All export formats (JSON, CSV, Excel)
  • ✓Full API access
  • ✓Batch upload support
  • ✓Webhook integration
  • ✓Priority processing
  • ✓Cancel anytime

All plans include full API access. Cancel anytime.

Common questions

Why pay when I only need a few documents?

Start with the 3 free parses. If the workflow fits your documents, Starter ($29/mo) gives you 50 more at $0.58 per document. Cancel anytime.

How accurate is the extraction?

Transaction and balance fields include confidence scores. Review low-confidence rows and reconcile totals before using the data in a financial decision.

Can I use the API programmatically?

Yes. Every plan includes full API access. Your API key is in the dashboard the moment you sign up. Check the API docs for code samples in cURL, Python, and Node.

What file formats do you support?

The current upload flow accepts PDF (including scans), PNG, JPG, and WEBP files up to 4.5MB. Bank layouts vary, so test a representative statement and review flagged rows.

What happens to my documents?

Documents are processed and discarded. We do not store your files after extraction. The extracted data lives in your account until you delete it.

Stop copying data by hand

Start with 3 free bank statement documents and review the output before upgrading.

No credit card. Review-first testing. Cancel anytime.

Bank Statement OCR | Transactions to Excel & JSON