Turn PDF bank and credit card statements into clean spreadsheet rows: date, description, money in, money out and running balance. Every statement is checked against its balances, so you can trust the numbers.
Pay as you go with AI credits
PDF statements from any bank or card issuer. Scanned statements work too.
AI reads each line, joins wrapped descriptions, and checks running and closing balances.
Real dates and numbers in Excel, or a CSV ready for QuickBooks, Xero and other accounting software.
Uses AI credits: 250 credits cost $2.99 and never expire, and Pro includes 400 a month.
Any bank or credit card statement in PDF, in any layout. PDFTEK reads the statement the way a person would instead of relying on per-bank templates, so new banks work straight away.
Every statement is reconciled: the running balance is checked row by row and the opening balance plus all transactions must equal the closing balance. If anything doesn't add up, the row is highlighted so you can check it against the PDF in seconds.
Yes, with a $1.99 Day Pass or Pro: upload a year of statements and download them as one spreadsheet with a summary sheet per account.
Your first statement each month (up to 10 pages) is free. After that it uses AI credits, about 6 per page: 250 credits cost $2.99, and Pro includes 400 a month.
Yes. Download the CSV (Date, Description, Amount, Balance) and import it as a bank feed or transactions file.
Files are sent over HTTPS and stored in your private workspace, never shared or used to train AI. Files from sessions without an account are deleted automatically after 24 hours, and you can delete any file yourself at any time.