Frequently Asked Questions
Frequently Asked Questions
How does this help with doing my taxes?
Tax software works best when your numbers are already organized. This tool helps you turn bank statements into a format you can review, total, and work with before entering information or sharing it with a tax preparer.
Who is this best for?
This tool is helpful for: • People filing their own taxes • Freelancers or independent contractors • Anyone with multiple bank accounts or months to organize • People working with a tax preparer
What kinds of bank statements are supported?
We support both digital PDFs downloaded from online banking portals and scanned statements using advanced OCR. Our system recognizes layouts from most major banks and credit unions. If your bank’s format is unique, our parser adapts automatically to its structure.
Do I need to connect my bank account?
No. You upload bank statement PDFs directly. There’s no bank login or account connection required.
What file format do I get?
You receive an editable spreadsheet file that you can sort, filter, total, and review. It’s designed to be easy to work with for tax preparation or sharing with an accountant.
How do I know if this is worth it?
Most users know after converting one statement whether it saves them time.
How long does a conversion take?
Most statements are processed in less than a few minutes. Larger or more complex statements may take slightly longer.
Is my financial data secure?
Yes, your data is protected with end-to-end encryption (AES-256), and all files are processed in secure, temporary cloud environments.
What if my bank statements are messy or inconsistent?
The tool is designed to handle common bank statement formats, including multi-page statements. Results may vary depending on statement layout, but most users find the output much easier to work with than PDFs.
How long do you store files?
All files are deleted after 24hrs.
How does this help with doing my taxes?
Tax software works best when your numbers are already organized. This tool helps you turn bank statements into a format you can review, total, and work with before entering information or sharing it with a tax preparer.
What layouts are supported?
Because we support both digital PDFs downloaded from online banking portals and scanned statements using advanced OCR, our system recognizes layouts from most major banks and credit unions. If your bank’s format is unique, our parser adapts automatically to its structure.
What kinds of bank statements are supported?
We support both digital PDFs downloaded from online banking portals and scanned statements using advanced OCR. Our system recognizes layouts from most major banks and credit unions. If your bank’s format is unique, our parser adapts automatically to its structure.
Do I need to connect my bank account?
No. You upload bank statement PDFs directly. There’s no bank login or account connection required.
What file format do I get?
You receive an editable spreadsheet file that you can sort, filter, total, and review. It’s designed to be easy to work with for tax preparation or sharing with an accountant.
How do I know if this is worth it?
Most users know after converting one statement whether it saves them time.
How long does a conversion take?
Most statements are processed in less than a few minutes. Larger or more complex statements may take slightly longer.
Is my financial data secure?
Yes, your data is protected with end-to-end encryption (AES-256), and all files are processed in secure, temporary cloud environments.
What if my bank statements are messy or inconsistent?
The tool is designed to handle common bank statement formats, including multi-page statements. Results may vary depending on statement layout, but most users find the output much easier to work with than PDFs.
How long do you store files?
All files are deleted after 24hrs.