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Bank statement PDF import

Drop in a PDF statement, get clean transactions back.

Clearer work, fewer loose ends

  • Drop in a PDF statement, get clean transactions back.
  • For the accounts your bank will not feed automatically, upload the PDF and COUNT does the typing.

Bank statement PDF import

Step 1

Drop in a PDF statement, get clean transactions back

For the accounts your bank will not feed automatically, upload the PDF and COUNT does the typing.

What your accountant sees

OCR and AI read the statement, discover every account on it including multi account statements, and let you map each one to the right ledger account. Jobs run server side, so navigating away never kills the import and a half finished run can be resumed.

Back to Client Workspace
  • Bank feeds

    Every account, every morning, already in the books.

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  • Cruise Control

    Categorisation that learns your books, not a generic model.

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  • Transaction accuracy rules

    Set what reviewed has to mean before anyone can tick it.

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  • Bank reconciliation

    Reconcile with the statement, not against it.

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  • Automations

    Build the rule once, never touch that transaction type again.

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  • Universal search

    One search box across the whole workspace.

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See bank statement pdf import on your own data