AI Bank Statement Import
Upload your bank statement as a PDF or a photo and every transaction is booked into your accounts automatically. No more retyping a month of lines, and a statement uploaded twice is never booked twice.
Pain Points We Solve
Still retyping the bank statement every month?
Each month someone opens the PDF and keys every line into the accounts by hand. It takes hours, it is dull, and it always lands at the busiest time of the month.
Typos in the books that surface at reconciliation?
A wrong digit or a skipped line goes unnoticed until the bank balance refuses to match, and then the whole month has to be checked again line by line.
Not sure whether a statement was already entered?
When several people or several companies are involved, the same statement gets entered twice and the duplicates have to be hunted down later.
Key Benefits
End the monthly keying-in
Upload the statement and the transactions are in your books. The hours spent retyping bank lines each month go back to your team.
A month of transactions in under a minute
Each statement is processed in less than a minute, so a backlog of several months can be cleared in a single sitting.
Never booked twice
A statement that has already been imported is recognised and skipped, even if the file has been renamed, so your books stay clean.
Measured Results
- < 1 min
- To book a full monthly statement
- 0
- Lines typed by hand
- 0
- Duplicate bookings from re-uploads
Every statement we have put through the tool has been imported in full, in under a minute, with repeated uploads skipped automatically. Bring a sample statement to a free consultation and we will run it for you.
Frequently Asked Questions
- Which banks are supported?
- Statements from major Hong Kong banks can be handled. Bring a sample from your bank to a free consultation and we will confirm it on the spot.
- What format does the statement need to be in?
- A PDF downloaded from online banking or a clear photo of a paper statement both work. No spreadsheet export or manual conversion is needed.
- What happens if I upload the same statement twice?
- The duplicate is recognised and skipped rather than imported again, so the same transactions never appear twice in your books.
Not sure which tool fits you?
Book a free consultation — we assess your current process and tell you the prerequisites up front.