BankStmt Documentation
BankStmt turns bank statements — PDFs, scans, CSV, OFX, QIF and XLSX — into categorized, reconciled transactions and the analytics built on top of them: cash flow, recurring commitments, business summaries and tax-oriented reports.
Start here
| If you are… | Read |
|---|---|
| Evaluating the product | Product overview and Plans & limits |
| Reviewing security or procurement | Security and Data residency |
| Building an integration | Developer documentation — sign-in required |
| Something looks wrong | Troubleshooting |
The idea in one line
Upload a statement → every transaction is extracted and understood → you get accurate, reconciled data plus the analysis on top of it.
The value is not "PDF to table". It is the outcome: correct categorized transactions, recognizable merchant names, cash-flow and subscription detection, and figures that reconcile against the statement's own balances.
These pages explain what the product does and how to use it. They are not an implementation guide — internal design, infrastructure and operational procedures are intentionally not published here.