Bankflow

What it does

Just upload your bank or credit card statement PDF — no setup, no templates to configure. BankFlow turns it into clean, organized data in seconds: transactions auto-tagged by merchant and category, visualized in an interactive spend map so you instantly see where your money goes. Possible duplicates get flagged for your review, and every transaction links back to its exact spot in the source PDF. Free to start, simple credit-based plans after that.

Convert bank and credit card statement PDFs to Excel, CSV, QBO, or OFX. Every transaction categorized, every balance checked. No bank connection, no setup.

Upload a bank or credit card statement PDF CSV XLSX or JSON . BankFlow extracts every transaction, categorizes the spend, and gives you cashflow views and Excel-ready exports. No bank connection, no column mapping. Examples of institutions whose statement formats BankFlow is designed to process. BankFlow is not affiliated with or endorsed by the institutions shown. Turn transaction history into cashflow, category, and runway views. Review income, merchant spend, and transaction patterns without building a pipeline. Finance teams, accountants, and founders lose hours every month wrestling with PDF exports, inconsistent formats, and manual categorization before the real work can even begin.…from bankflow.app

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