StatementPilot

StatementPilot allows users to upload any PDF, scan, or photo of bank or credit card statements. It extracts every transaction, validates it against the opening and closing balance, and exports it in formats compatible with popular accounting software like QuickBooks and Xero. This tool is designed for accountants, lenders, and small businesses, ensuring data accuracy and ease of use without the need for templates.

StatementPilot converts bank and credit card statements into structured files like Excel and CSV. It checks the accuracy of the total balances against the extracted transactions before exporting. This ensures that users receive accurate and ready-to-import files for their accounting software. Users upload their bank or credit card statements in PDF or scanned formats. StatementPilot extracts the transactions, validates them against the opening and closing balances, and allows for review and editing before exporting to various compatible formats. It uses OCR technology for scanned documents, ensuring a wide range of inputs are supported. StatementPilot is designed for accountants, bookkeepers, lenders, and small businesses. It simplifies the process of processing client statements, financial disclosures, and reconciliations without requiring specific templates for individual banks.