Articles and updates on bank statement conversion, reconciliation and automation.
Klippa was acquired by SER Group in March 2025 and began operating under the Doxis brand on March 30, 2026. Here is what changed, what the products are called now, and what it means if you were evaluating it for bank statements.
Read articleCopilot in Excel is strong on clean transaction data and blind to the source PDF. Here is what it can and cannot do with a bank statement, and how to check.
Read articleAzure AI Document Intelligence reads bank statements with its Layout model, but there is no prebuilt bank statement model and the output is JSON. Here is what it does, what it costs, and what you still have to build.
Read articleNACHA (ACH) file amounts are stored in cents as a 10-digit field with no decimal point. Here is why, where the amount sits in the record, and how to convert it back to dollars in Excel.
Read articleFour methods that actually work, ranked by how well they hold up on a real multi-page statement: Power Query, copy and paste, generic PDF exporters, and a statement converter. With the three checks that tell you the extraction is complete.
Read articleA quiet disclosure files amended returns and hopes no one notices. A voluntary disclosure goes through IRS Criminal Investigation for protection. Here is why the difference matters.
Read articleA bank reconciliation agrees the ending balance. A proof of cash also agrees receipts and disbursements, which is why it catches offsetting errors a reconciliation cannot.
Read articleA client provided bank statement is audit evidence, but it ranks below a confirmation obtained directly from the bank. Here is when inspection alone is appropriate and how to document that judgment.
Read articleFineReader reads the characters on a scanned statement almost perfectly. Whether they land in the right columns is a different question. Here is what the export actually looks like and how to decide if it is enough.
Read articleA per-page price comparison of Amazon Textract, Google Document AI, Azure, Mindee, Affinda and Rossum for bank statement extraction, plus the page-count math that decides which one is actually cheap.
Read articleCancel anytime from your account settings · refund policy
Get started converting bank statements to spreadsheets.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
