Bank statement conversion use cases

Reconciliation & bookkeeping
Convert statements into clean rows (date, description, amount, balance) for fast GL reconciliation and month‑end close.
Accounting system import
Export CSV/XLSX ready for import into QuickBooks, Xero, NetSuite or your data warehouse.
Lending & underwriting
Summarize income, outgoings, recurring payments, and risk flags to accelerate loan decisions.
KYC/AML source‑of‑funds
Validate inflows, identify counterparties, and evidence affordability for compliance reviews.
Expense analytics
Categorize spend, detect duplicates, and build dashboards from converted statement data.
Audit & compliance
Create audit‑ready evidence with line‑item exports and traceable transformations from PDFs to spreadsheets.