StatementFlow – Bank statement PDF to structured ledger

Turn bank statement PDFs into clean transaction tables with multi-bank templates

Problem

Small business owners and freelancers get bank statements as PDFs and need the transactions in a spreadsheet before they can do anything useful. The usual loop is download, convert, fix dates and descriptions, reconcile, then categorize by hand — error-prone and worse with multiple banks and accounts. Existing tools are either pricey or don't recognize local bank formats.

Solution

Upload a PDF statement and auto-parse dates, amounts, balances, memos, and counterparties into a normalized table. Add category tags, de-duplicate rows, reconcile balances, and export to CSV/Excel. Save bank-specific templates for one-click reuse next time.

Users

Small business owners, freelancers, bookkeepers, and finance staff handling multiple bank accounts

MVP

PDF upload and transaction parsing; date/description/amount cleanup; category tags and rules; balance reconciliation and duplicate detection; CSV/Excel export

Revenue

Free for 3 statements per month, then $6/mo or $1.5 per statement; $99/year white-label for bookkeepers.

Why now

OCR and table understanding costs are falling fast, making multi-bank parsing feasible for one person. SMB finance digitization demand is strong but cheap, localized tools are scarce.