Bank statement tools for India

Know what is actually
taking your money

Find your biggest spending patterns, teach unclear merchants and check whether today's balance will last until your next income.

1 Upload2 Process3 Results

Upload your statements

Add more months or accounts if you want · Up to 12 PDFs

Files are processed securely
Continue an existing workbookAdd these new months to a verified workbook previously downloaded here.
Output
One advanced Excel workbook
Strict verificationBank balances or payment-app transaction IDs must verify before any result is created.
Real data only
Supported sourcesPhonePeHDFCSBIICICIAxis

What you get

One useful view across every account

No manual copy-paste. No separate spreadsheet for every bank.

₹?

Will it last until payday?

Enter your real balance and next income date to see upcoming commitments, normal essentials and a possible shortage date.

XLS

One living workbook

Combine banks and months, then add future statements to the same verified Excel file.

AI-assisted categories

Transactions are organised by merchant and purpose, with low-confidence labels clearly marked for review.

Source verification

Bank balances are reconciled. Payment-app statements are checked transaction by transaction.

How it works

From scattered statements to one money view

1

Add every account

Upload supported bank or PhonePe PDFs and enter each file's password only if required.

2

Verify and categorise

The statement structure and transaction records are verified first. Then masked details are categorised with AI.

3

Check your runway

Use your current balance and next income date, then save the verified historical forecast in your living workbook.

Designed for privacy

Your statement remains private

Files are used only to create your output and are automatically deleted after processing. We never ask for net-banking credentials or OTPs.

  • Original PDF auto-deleted
  • Account numbers masked
  • Not used for model training
  • Delete everything anytime

Pricing

Pay only for what you convert

See a free preview before making a payment.

1 month₹49

Complete report and Excel; forecasting needs another month of history

Up to 1 year₹199

Full-year report and Excel

Family pack₹499

Any five statements

CA and accountant plans start at ₹999/month for 1,500 pages.

Money guides

Practical help for cleaner finances

Understand your statement, organise expenses and share better records with your accountant.

Browse all guides →