BankStmt Documentation
BankStmt takes bank transactions from every source you have — statement PDFs and scans, bank downloads, watched cloud folders, live bank connections and the API — and models them into one reconciled ledger. On top of that ledger it builds the intelligence: recognised merchants, categories that learn, cash-flow analytics, forecasts, financial-health and loan figures, integrity and fraud checks, an assistant that answers from your numbers, and delivery into Excel, your accounting package or your own systems.
Start here
| If you are… | Read |
|---|---|
| Evaluating the product | Product overview and Plans & limits |
| Checking how figures are verified | Reconciliation & review |
| Running an accounting or bookkeeping practice | For accounting firms |
| Getting data out, or connecting other software | Exports and Integrations, open banking & API |
| Reviewing security or procurement | Security |
| Something looks wrong | Troubleshooting |
The idea in one line
Transactions in from any source → one ledger that reconciles → the analysis, review and delivery built on top of it.
Conversion is where most tools stop. Here it is the first step: a statement is only marked complete when its transactions reconcile against the balances printed on it, and every figure on every dashboard can be traced back to the rows — and the page — it came from.
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.