Bank Statement Extraction for Bookkeepers
DynamiteDocs Team — 2026-08-07
Every bank formats statements differently
Transaction dates, descriptions, amounts, and running balances all sit in different places depending on the bank and the statement layout. A single client might send statements from three banks with three different layouts.
Instead of building a parser per layout, upload the statement and let the AI infer the transaction schema. Corrections you make become patterns, so the second statement from the same bank extracts cleanly the first time.
- Works with exports from major banks and fintechs
- Confidence-scored review for every transaction
- Folders and labels keep client statements organized
From statement to spreadsheet in minutes
Extract the transactions, verify the few low-confidence rows, and export to Excel, CSV, or JSON. The REST API and webhooks let you push reconciled data straight into your bookkeeping workflow.
Private by default
Client statements are sensitive. Files are encrypted in transit and at rest, never used to train foundation models, and you can lock processing to providers that do not train on your data — or run everything locally on your own machine.
Try it yourself — upload a PDF, scan, or image and let DynamiteDocs infer the schema.