Bankflow

Bankflow is a platform designed to convert bank statements and invoices from PDFs, CSVs, XLSX, or JSON files into structured, categorized, and export-ready financial data instantly. It serves individuals, accountants, bookkeepers, finance teams, auditors, and lenders by automating the extraction and categorization of transactions, enabling cash flow analytics, and providing flexible export options. The service emphasizes accuracy, privacy, speed, and simplicity to streamline financial workflows and reduce manual data entry.

Who is it for?

Accountants, bookkeepers, small businesses, freelancers, lenders, finance teams, and auditors needing automated bank statement and invoice data extraction

Problem

Manual processing of bank statements and invoices is repetitive, error-prone, and time-consuming due to inconsistent formats, scanned documents, and the need for manual cleanup. Existing tools often require templates or produce unstructured data that needs correction.

Solution

Bankflow allows users to upload PDFs, spreadsheets, or photos of financial documents which it parses intelligently without templates. It extracts transactions, validates balances, auto-categorizes entries, and provides analytics and export options, streamlining financial data workflows.

What makes it unique

• No setup or template configuration required
• Reads scanned, rotated, and multi-page PDFs accurately
• Automatic transaction extraction and categorization
• Priced per page with a free tier and flexible subscription plans

• Drag-and-drop ingestion

  Upload bank statements and invoices as PDF, CSV, XLSX, or JSON files including scanned and password-protected documents.

  01
• Transaction ledger

  Interactive ledger with sortable, searchable, and filterable transactions including categories, tags, and merchant intelligence.

  02
• Categorization rules

  Flexible rules engine to auto-categorize transactions with inclusion and exclusion patterns and merchant scopes.

  03
• Merchant intelligence

  Analytics on spend rankings, recurring charges, and merchant trends with drilldown capabilities.

  04
• Cash flow and runway analytics

  Visualize income vs expenses, runway projections, savings goals, and what-if scenarios with AI assistance.

  05
• Developer API and webhooks

  Programmatic access to parsing, listing, and exporting transactions with webhook event notifications.

  06
• Workflows and automation

  Email forwarding and folder watching for automated statement intake and processing.

  07
• Security and privacy

  Encrypted transport and storage with minimal data retention and strict access controls.

  08

Business model

SAAS

Audience

B2B

Platforms

web · api

Pricing model

subscription

Value proposition

Upload bank statements and invoices to get accurate, categorized financial data instantly without manual cleanup or templates.

Metadata

OOpen Graph

Other

VercelPostHogReact

UI framework

Tailwind CSSRadix UI

UI library

Lucide

Web app

PWA

Web framework

Next.js