About Statement OCR

Bank statement OCR for transaction reconciliation. Preserve transaction signs and statement periods before importing rows.

Built for a specific review workflow

Who it serves: Bookkeeping and document-intake teams.

Statement OCR turns supported document inputs into structured fields for a person or application to review. The useful result is a record you can compare with the source and map to your next step.

  1. Extract the statement and transaction rows.
  2. Reconcile signs, period boundaries, and balances against the source.
  3. Import reviewed rows and retain unmatched items.

What needs a human check

  • Keep debits negative and credits positive in transaction data.
  • Compare opening balance, deposits, withdrawals, and closing balance.
  • Check multi-page continuity and account last-four identifiers.

A $100 balance mismatch requires source review. Extraction alone does not determine whether the statement is authentic.

Extraction is not document authentication or professional tax, legal, medical, insurance, or credit advice. Check material values against the source before relying on them.

Who operates Statement OCR

Statement OCR is built and operated by Soxoa LLC, an AI consulting and software business based in Sacramento, California. Our related document tools share ownership; they are not independent endorsements of each other.

Questions about the product or your data? Email john@soxoa.com. Read the privacy policy and terms before sending sensitive documents.

Evaluate it on your document type

The sample page explains the expected fields, review checks, and an illustrative output. Test representative, permitted documents before connecting a downstream workflow.

Explore the sample and field guide