Getting started

How it works

Every statement moves through the same pipeline. You don't configure templates or map columns - BankFlow detects the layout automatically.

• Upload a PDF, CSV, XLSX, or JSON file from a supported bank layout, including scanned and multi-page documents.
• Parse- tables, transfers, FX, and balances are extracted and reconciled against the statement's opening and closing balances.
• Categorize - each transaction is tagged with a category and subcategory you can override at any time.
• Analyze & export - review insights in the dashboard or download clean CSV, XLSX, or JSON.

Uploading statements

Open the app and drag a file onto the upload zone, or click to browse. A live status tracker shows extraction progress and validation checks as the statement is processed.

• Formats: PDF, CSV, XLSX, and JSON - including scanned, multi-page, and password-protected PDFs.
• Size limit:up to 50 MB per file. Billing is one credit per standard A4 page (1 credit ≈ 1 A4 page). Oversized stock (A3, tabloid) and a single continuous long page count as the A4 pages they would print to, and a document that costs substantially more to read than its size implies is billed closer to that cost, capped relative to the page count. A document we process that contains no transactions still uses credits, and you can report a result you believe is wrong for a refund.
• Email import: forward statement emails to your private import address, then review and import the attachments from the inbox - or auto-import from trusted senders.

Organizing transactions

Parsed transactions land in an interactive ledger. Search narrations in real time, filter by date, amount, category, or account, and use bulk actions to recategorize, tag, or exclude rows from cash-flow totals - all without leaving the table.

Build rules to automate categorization: combine inclusion phrases and exclusion keywords, map a match to a merchant, category, and tags, then run the rule retroactively across your full history. Categories you set by hand are protected from automated changes.

Exports

Export the rows matching your active search and filters as CSV or XLSX, ready for Excel, Google Sheets, or your accounting tool. For programmatic access, the API returns JSON and supports CSV/XLSX downloads per statement - see the API reference.

Next steps

• Browse the full feature list.
• Compare plans and pricing.
• Read the API reference to integrate programmatically.