Workspace

Bank Statement Analyzer

Customers

6

Ready for statement uploads

Statement Upload

Ready

Upload PDF or image bank statements for analysis.

Excel Export

Available after analysis

Export reviewed income, expense, and reconciliation summaries.

Add customer

Salutation, name, and TIN are mandatory before statements can be attached.

Recent customers

These records will own statement uploads and analysis results.

CustomerTINContactAdded

Mrs. Shabnam

254878Oct 13, 2026

Mr. Ravi (Center Hopes Pvt Ltd)

Center Hopes Pvt Ltd

256987100Oct 9, 2026

Mr. Manoy Perera

2222

123569874Oct 9, 2026

Mr. Rilvan

1324526226Oct 7, 2026

Mr. Organic Ceylon

Organic Ceylon Herbal Teas, Herbs & Spices

123456Oct 6, 2026

Mr. Manthila

ABC company

211705990Oct 6, 2026