Statement to spreadsheet
From bank statements
to a clearer tax picture.
Upload your PDF statements, consolidate transactions, and download a structured Excel workbook with reconciliation and review notes.
Up to 20 PDFs Three Excel worksheets Reviewable classifications
01
Upload statements
Select your PDF bank statements to begin.
Drag & drop your PDFs
or choose files from your device
PDF only · Maximum 20 files
Files selected0 / 20
02
Process & reconcile
Extract, classify and check your transactions.
Statements selected
0 PDFs ready
Extract & classify
Transaction extraction and classification
Reconciliation
Balance checks and exception reporting
03
Download workbook
Your consolidated Excel file, ready to review.
XLSX
One workbook. Three worksheets.
Bank Statement Import
Import Notes
Statement Reconciliation
Your workbook will be available after processing.
Tax preparation assistance only. Review every transaction, classification and reconciliation before filing.