1. Upload Statement
Drag and drop your bank statement PDF or click to browse. Supported banks include Chase, Bank of America, Wells Fargo, and more.
2. Review Extraction
The system automatically extracts transactions and categorizes them using AI. Review the results and make corrections as needed.
3. Edit Categories
Click the edit button on any transaction to change its category. Enable "Learn this pattern" to improve future categorization.
4. Save & Reconcile
Save transactions to the database and run reconciliation to match with existing cash flow records.
Supported Banks
- Chase
- Bank of America
- Wells Fargo
- Citibank
- Capital One
- PNC Bank
- And more (auto-detected)