Statement Wizard — Financial data engine for bank and credit card statements

Messy statement PDFs,
analysis-ready data.

Convert Indian bank and credit card statement PDFs into structured workbooks in seconds—not just cells, but rows you can reconcile, categorize, and ship to accounting tools.

99.9% accuracyBank-grade security10,000+ users

4.9/5 from 300+ finance teams (illustrative)

4.9/5 from 300+ users

See it in action

Try with your own statement

Upload a sample PDF and see how Statement Wizard turns it into clean, structured data.

Drag & drop your PDF here

Choose File

PDF up to 50MB

Messy PDF

HDFC Bank · simulated fragment

HDFC BANK

Account statement

Page 3 of 12

Date	Narration	Debit	Credit
01-04-24	UPI-SWIGGY	-842.00	—
02-04-24	NEFT VENDOR PAY	-18,000.00	—
03-04-24	AMAZON PAY	-2,349.00	—
04-04-24	CREDIT INTEREST	—	724.00

HDFC Bank Limited · sample layout

Clean Excel

Date	Description	Type	Amount	Balance
2024-04-01	Swiggy	UPI	-842.00	1,25,422.00
2024-04-02	Vendor payout	NEFT	-18,000.00	1,07,422.00
2024-04-03	Amazon Pay	UPI	-2,349.00	1,05,073.00
2024-04-04	Credit Interest	Credit	724.00	1,05,797.00

Microsoft Excel · structured export preview

How we compare

Built for finance ops—not generic AI dumps

Typical “AI PDF to Excel” tools optimize for quick demos. Statement Wizard optimizes for ledgers you can close.

Capability	Typical tools	Statement Wizard
Output format	Messy cells, merged headers, copy-paste from PDFs	Structured .xlsx / .csv with stable columns every export
Reconciliation	No running balance checks; gaps show up later in Excel	Balance-aware rows and checks before you download
Consistency	Inconsistent amounts and dates between runs	Issuer-specific layout rules—repeatable extraction
AI usage	Often LLM-heavy guesses on private financial PDFs	Deterministic parsers; no generative model on your statement
Privacy posture	Statement text may be sent through third-party AI APIs	In-product parsing path; no bank login required

Illustrative comparison for positioning—not a benchmark of a named product.

Everything you need

Tight feature set. Serious outcomes.

Not a laundry list—just what moves statements from PDF pain to finance-ready workbooks.

Issuer-aware parser

Detects issuer and layout with deterministic rules before extraction—rows land in the right columns.

Password-Protected PDFs

Unlock in-flow without restarting the batch. Same path for protected and open PDFs.

unlock promptretry ready

Multi-Issuer Support

100+ bank and card formats across India—one engine, not a pile of one-off scripts.

100+ formatsIndia

Excel-Ready Output

Summary + transactions in structured `.xlsx`—paste into models or import to tools.

summary sheettransactions

Reconciliation Checks

Balance warnings before export so finance does not discover gaps in Excel.

closing balancewarnings

Batch Processing

Upload multiple statements; process several in parallel when you are closing the month.

parallelmonth-end

Smart Categorization

Cleaner narrations and category hints so analysis starts the moment you open the sheet.

narrationcategories

Built for Privacy

Encryption in transit, minimal retention, and no banking login—ever.

TLSno login

How it works

From statement PDF to Excel in 4 simple steps

Upload → detect → review checks → download. Built for month-end, not science projects.

Upload PDFs

Drop bank or credit card statement PDFs into the app.

Detect and parse

Supported issuers are identified and rows are normalized.

Review checks

Reconciliation warnings surface before export for bank statements.

Download Excel

Export clean workbook output per file or as a batch pass.

Open the app

Flow

Statement.pdf

Copy.pdf

Card.pdf

Workbook.xlsxReady to analyze

DateTypeNarrationAmount

2026-04-02UPISwiggy-842.00

2026-04-03NEFTVendor payout-18,000.00

2026-04-04CreditClient settlement+72,400.00

Analytics

Not just conversion. Insights.

Categories, cash flow, and merchant rollups—so you can decide, not just export.

Spending by category

Food 38%
Transfers 28%
Shopping 18%

Cash flow

Inflow vs outflow (illustrative)

Top merchants

Swiggy₹

Amazon₹

Uber₹

Rent₹

Convert → Analyze → Decide

Open analytics in app

Use cases

Built for real finance workflows

Outcomes first: what goes in, what comes out, what changes for your team.

Monthly reconciliation

Input: PDFs from multiple accounts
Output: Aligned columns + balance checks
Result: Close books faster with fewer rework loops

Expense analysis

Input: Card PDFs + bank credits
Output: Categorized rows + merchant rollups
Result: See spend drivers without manual tagging marathons

Accounting import (Tally / Zoho)

Input: Issuer-specific layouts
Output: Clean CSV / Excel handoff
Result: Fewer import errors and support tickets to ops

Audit prep

Input: Long PDF histories
Output: Chronological, reviewable ledgers
Result: Auditors get structured evidence, not screenshots

Who it is for

Same engine—messaging that matches how you work.

For CAs

Handle 50 clients without burnout

Input: Mixed issuers per client
Output: One workbook pattern per statement
Result: Batch month-ends without a copy-paste army

For founders

Track burn & expenses instantly

Input: Card + bank noise
Output: Cash flow friendly tables
Result: Decisions on runway, not on spreadsheet repair

For finance teams

Standardize messy inputs

Input: Ad-hoc PDFs from every department
Output: Normalized schema across issuers
Result: One ingestion path into models and ERP

Coverage

Supported banks & cards

100+

formats supported across India and the U.S.

Search issuers you rely on—confidence wall, not a footnote.

Bank statements

Credit cards

Trust

Security & compliance

Finance products live or die on trust. Here is how we treat your statements.

Bank-grade encryption

TLS in transit and hardened processing paths for every upload.

No long-term data storage

Statements are processed to generate your download—not warehoused for ads.

Auto-delete after 24 hours

Working files age out quickly so retention stays intentional.

We never ask for banking login

PDFs only. No net-banking credentials, no OTP harvesting, no account linking.

Speed

From 2 hours to 20 seconds

Manual statement work is underestimated pain. Here is the delta once structured extraction is in play.

Task	Manual	Statement Wizard
Extract 1 statement	~30 min	~10 sec
Reconciliation prep	1–2 hrs	Near-instant checks
Transcription errors	High	Minimal (validated rows)
50 clients / month	Weeks of cleanup	Hours of review

Accuracy

Where the engine is strongest

Stacked proof beats a single “99%” badge—here is how accuracy breaks down in production-shaped workloads.

Line item extraction99.7%

Date parsing99.9%

Category detection96.4%

Illustrative benchmarks for demo purposes; always validate on your own statements.

Stories

Loved by finance professionals

Short, sharp proof—not essay testimonials.

★★★★★

“Processed 3 years of statements in 8 minutes instead of 2 days.”

Priyanka S.

Head of Finance

★★★★★

“Month-end used to be a PDF graveyard. Now the team reviews workbooks, not screenshots.”

Rahul M.

Finance Ops Lead

★★★★★

“Client packs with 40+ PDFs finally land in one schema we can import.”

Ananya K.

CA, Bangalore

Integrations

Export anywhere. No lock-in.

Start with spreadsheets your team already trusts. Deeper ERP hooks ship iteratively.

Microsoft Excel

Available

Native `.xlsx` workbooks with summary + transactions.

Google Sheets

Available

Import the export or paste structured ranges.

Tally

Coming soon

CSV handoff today; deeper connectors on the roadmap.

Zoho Books

Coming soon

Structured columns mapped to common Zoho import templates.

Start exporting

Why we exist

Finance teams waste hours cleaning data. We built Statement Wizard to eliminate that—so statements become inputs to decisions, not weekend homework.

— The team behind Statement Wizard

FAQ

Questions teams ask before uploading

Which statements are supported right now?

The current product is built for the supported Indian bank and credit card issuers shown on this page. The site should be explicit about coverage rather than pretending every bank works.

What happens with password-protected PDFs?

The upload flow prompts for the password and continues parsing inside the same interface instead of forcing a restart.

What do I get after parsing?

A clean `.xlsx` workbook with summary and transaction sheets, ready for spreadsheet review and finance workflows.

Ready to save hours on statement processing?

Join teams who convert statements into insights—not spreadsheet repair sessions.

No credit card required
Free to try
Cancel anytime

Try Statement Wizard free

Messy statement PDFs,analysis-ready data.

Upload

Parse

Normalize

Export

Try with your own statement

Messy PDF

Clean Excel

Built for finance ops—not generic AI dumps

Tight feature set. Serious outcomes.

Issuer-aware parser

Password-Protected PDFs

Multi-Issuer Support

Excel-Ready Output

Reconciliation Checks

Batch Processing

Smart Categorization

Built for Privacy

From statement PDF to Excel in 4 simple steps

Upload PDFs

Detect and parse

Review checks

Download Excel

Not just conversion. Insights.

Built for real finance workflows

Monthly reconciliation

Expense analysis

Accounting import (Tally / Zoho)

Audit prep

Who it is for

Supported banks & cards

Bank statements

Credit cards

Security & compliance

Bank-grade encryption

No long-term data storage

Auto-delete after 24 hours

We never ask for banking login

From 2 hours to 20 seconds

Where the engine is strongest

Loved by finance professionals

Export anywhere. No lock-in.

Microsoft Excel

Google Sheets

Tally

Zoho Books

Questions teams ask before uploading

Which statements are supported right now?

What happens with password-protected PDFs?

What do I get after parsing?

Ready to save hours on statement processing?

Try with your own statement

Messy PDF

Clean Excel

Built for finance ops—not generic AI dumps

Tight feature set. Serious outcomes.

Issuer-aware parser

Password-Protected PDFs

Multi-Issuer Support

Excel-Ready Output

Reconciliation Checks

Batch Processing

Smart Categorization

Built for Privacy

From statement PDF to Excel in 4 simple steps

Upload PDFs

Detect and parse

Review checks

Download Excel

Not just conversion. Insights.

Built for real finance workflows

Monthly reconciliation

Expense analysis

Accounting import (Tally / Zoho)

Audit prep

Who it is for

Supported banks & cards

Bank statements

Credit cards

Security & compliance

Messy statement PDFs,
analysis-ready data.