GuideFrom PDF to Excel,
From PDF to Excel,
in 3 simple steps.
No manual entry, no complex rules. Just upload your statement and let AI do the heavy lifting in seconds.
Simple ProcessFrom chaos to clarity
From chaos to clarity
in three steps
No account needed. No software to install. Just upload, wait 10 seconds, download.
01
Upload Your PDF
Drag and drop your bank statement PDF — any bank, any format. We handle Chase, Apple Card, Wells Fargo, and 50+ more.
02
AI SmartSort™ Magic
Our AI reads every transaction, automatically categorizes it (Gas, Food, Bills, etc.), and structures the data cleanly.
03
Download Clean Excel
Get a beautifully organized Excel file with categories, summaries, and charts — ready to share with your accountant.