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 — any bank, any layout, including scanned and multi-page documents.
• Parse — tables, transfers, FX, and balances are extracted with 99%+ field accuracy.
• 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 PDF 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 only, including scanned, multi-page, and password-protected files.
• Size limit: up to 50 MB per file. Documents longer than 10 pages use one credit per 10 pages.
• Gmail import: connect your inbox once to fetch statements automatically, with an audit log of every scan.

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.