Documents in.
Clean numbers out.
Turn bank statements, invoices, and receipts into Excel or CSV. Upload a PDF or spreadsheet, or snap a photo of an invoice or receipt. Review the extracted data before you export.
No card required · 50 free credits · no sign-up to view the example
Overview.
Spending and income across all accounts.
Total Spent
$14,180
Total Inflow
$22,940
Net Balance
$8,760
Cumulative Trend
Jan → today
Category spend.
Merchant heatmap
Top 7 merchants drive 71% of spend · biggest AWS · dominant Software
$3,210
AWS
12 txns · 34% of net flow
High spend$910
Notion
$640
Vercel
$380
$2,430
Stripe
Income$1,840
Upwork
Income$420
Spotify
RecurringAdobe
$380
Figma
$240
Built for statement layouts from banks worldwide
Examples of institutions whose statement formats Bankflow is designed to process. Bankflow is not affiliated with or endorsed by the institutions shown.
Upload, review, export.
The review step is the one most converters skip. It is why the numbers you export are ones you can sign off on.
- 01
Drop a document
PDFJPGCSVXLSXJSONDrop the document in
A statement PDF, a spreadsheet, or a photo of an invoice or receipt taken on your phone. No bank login, and no template to pick first.
- 02AMZN MKTP−US$84.20ACH CREDIT STRIPE+US$4,820.00214 rows read1 to check
Check what it read
Every figure lands beside the page it came from, with the balances proved against the printed close. Correct anything before it counts.
- 03
Export as
ExcelCSVJSONOFXQBOQIFplus ledgers for Xero, QuickBooks, Sage, MYOB
Export it where it goes
Excel, CSV or JSON, or a ledger shaped for Xero, QuickBooks, Sage or MYOB. Twelve formats out, and an API when you would rather not click.
It reads the page,
not a template.
Hand it a layout it has
never seen and it still reads it
There is no bank to pick from a list and no template to configure. Dates, descriptions, amounts and balances are found on the page itself.
No template selected
Then it checks the math
before you ever see it
Every statement is reconciled against its own opening and closing figures, so a missed row shows up as a number that does not add up rather than as a silent gap.
Statement in. Ledger out.
A real Bank of America statement, and what Bankflow reads off it.
The page
In Bankflow
BofA Core Checking
Dec 20, 2016 to Jan 19, 2017
- Opening
- US$356.41
- Money in
- US$3,921.69
- Money out
- US$3,699.64
- Expected close
- US$578.46
- Printed close
- US$578.46
- Needs a look
- none
Bank of America Core Checking, December 2016 to January 2017, from a published TemplateLab sample. Every figure is exactly as printed. Bankflow is not affiliated with or endorsed by Bank of America.
Not just converted.
The ledger arrives categorised, with rules you set once and an API when you want one.
Categorised as it lands. Every row arrives with a category and an identified merchant, so the spend map is populated before you have touched anything.
Include patterns
Exclude patterns
Merchant
Type
Set
Rules that stick. Match, tag and scope a rule once. It runs across the history you already imported and everything that arrives afterwards.
Forward statements to
statements@mail.bankflow.app
Workflows watch
Google Drive
OneDrive
DropboxPOST /api/v1/parse
Authorization: Bearer bnfw_••••
200 { "transactions": 142 }
It can come to you. Forward to an import address, or let a workflow watch a Drive, OneDrive or Dropbox folder. Receipts can be a phone photo, and there is an API.
Invoices & receipts
A photo is all it takes.
Turn invoice and receipt photos into organized data. Vendor, date, line items and totals come back checked against what the document prints. Review the details, then export.
- Excel
- CSV
- JSON
- QuickBooks bills
- Xero bills
bofa_2024_03.pdf
Saved
amex_2024_02.pdf
Saved
dominos_bill_0311.jpg
Extracting transactions
hsbc_2024_03.pdf
Queued
wise_2024_03.csv
Queued
What you can hold
us to.
- 5
- Import formats
- 12
- Export formats
- 50
- Free credits
PDF, photo, CSV, Excel and JSON, scanned and password-protected files included. Twelve file extensions in total.
CSV, Excel and JSON, plus OFX, QBO, QFX, QIF, IIF and ledgers shaped for Xero, Sage, MYOB and NetSuite.
Roughly a credit a page, and no card asked for. Enough to run a real statement through before deciding anything.
Bank, merchant and service marks are the property of their owners and identify document formats, merchants and integrations Bankflow works with. Bankflow is not affiliated with or endorsed by them.
Cashflow
Know the runway,
not just the rows.
Parsed statements roll straight into monthly P&L, projections and three runway views: net burn, essentials-only, and zero-income.
Net runway
14.2mo
Essentials
21.8mo
Full burn
9.1mo
Priced by the page. Not by the seat.
Every plan includes every feature, the API included. The only thing that changes is how many pages you get a month.
Yearly billing saves about two months. Full pricing and FAQ
Your documents.
Ready for what’s next.
Upload a bank statement, invoice, or receipt. Review the extracted details, then export to your preferred format or accounting software.
No card required · 50 free credits