Tax Season Statement Processing Made Simple
Convert stacks of client bank statements into organized transaction data for tax preparation and categorization.
No credit card required. 14-day free trial.
Why Statement Pro?
Purpose-built for your workflow
Handle the Volume
Business plan includes 500 pages/month. Credit packs available when you need more during peak season.
Auto-Categorization
Transactions are automatically tagged with spending categories to speed up tax prep.
All Major Banks
28+ dedicated parsers cover the banks your clients use. AI fallback handles the rest.
Structured Export
Export to CSV, Excel, or JSON. Sort by date, amount, or category for quick analysis.
Client Data Security
HTTPS encryption. Files auto-deleted from our servers within 24 hours. See our security page for AI processing details.
Audit-Ready Data
Clean, validated transaction data with date range verification and balance checking.
How It Works
Three simple steps to clean, organized data
Upload PDF
Drag and drop your bank statement PDF or click to browse.
Auto-Detect Bank
We identify your bank and extract every transaction automatically.
Download CSV
Get a clean CSV ready for Excel or any accounting software.
Ready to Save Hours?
Stop manually copying transactions. Let Statement Pro handle it.
14-day free trial. No credit card required.