Statement2excel

Statement2excel is a software platform designed to extract and organize transactions from PDF bank statements, converting them into CSV files for streamlined data management. The tool is intended to simplify financial data entry by automating the extraction process, eliminating the need for manual input. It supports over 500 different types of bank statements from 26 countries, and is able to process PDFs that include encryption restrictions imposed by banks.

Key features include intelligent document recognition and document structure analysis, which enhance the accuracy and efficiency of data extraction. 98% for dates and amounts. Edge cases are identified for manual confirmation to ensure reliability. Statement2excel also offers balance reconciliation to confirm the accuracy and completeness of financial data.

For users managing multiple clients or teams, the software includes tools for team management and client management. Clients can upload their PDFs through a dedicated interface, and the system can automatically merge results from multiple PDFs, reducing manual effort. The resulting CSV files are compatible with most financial management tools, allowing for straightforward import and integration.

Statement2excel is delivered as an online service, accessible via web browser. The platform is developed and operated by CoinRemix Pty Ltd.

Customer support is available to assist users, contributing to a smooth experience. The tool is positioned as a bank statement extraction and conversion solution, leveraging automation to improve accuracy, efficiency, and data integrity for individuals, teams, and organizations handling financial documents.