Your bank statements, quietly organized
Upload your statements — StatementOrganizer reads every line, sorts every transaction, and gives you a calm view of where your money actually goes. PDF, CSV & Excel.
No credit card required.
Everything from your statements, automatically
Automatic transaction extraction
AI reads your statements and pulls out every transaction — date, description, amount and type — even from multi-column bank layouts.
Accounts, merchants & fees
Detects your accounts, the merchants and people you transact with, and the fees and charges buried in the fine print.
Insights & private AI chat
Plain-language insights about your spending, and a private AI chat to ask anything about your own financial history.
Multi-currency
See each account in its native currency or converted to your preferred currency.
PDF, CSV & Excel
Upload the formats your bank actually gives you — no manual data entry.
Yours to export or delete
Download your transactions, and export or permanently delete your data anytime.
How it works — 3 easy, secure steps
Sign up for the generous free plan
No credit card required. Get started instantly with free daily credits.
Upload your statements, safely
Your data is encrypted and isolated to your account — and the uploaded file is deleted right after it’s processed.
Discover where your money goes
AI extracts and categorizes everything, then surfaces insights, fees and trends.
Uploaded files are deleted right after they’re processed.
How safe is this? Private by design
- Data & network encryption in transit and at rest
- Per-account isolation with row-level security
- PII masking & user anonymization
- Uploaded files removed within minutes of processing
- Export or permanently delete your data anytime
Start free
Everything you need to get going — then upgrade for more files, storage and premium AI. Unused paid credits are 100% refundable.
Frequently asked questions
- What file formats can I upload?
- StatementOrganizer accepts PDF, CSV, and Excel (XLS/XLSX) bank and card statements. The AI parser handles typical bank layouts, including separate debit/credit columns.
- Is my financial data private and secure?
- Yes. Your data is encrypted, isolated to your account with row-level security, and never sold or shared. Uploaded files are deleted right after processing, and you can export or permanently delete your data at any time.
- What does it extract from a statement?
- Transactions, accounts, merchants and entities, fees and charges, and key statement terms — plus AI-generated insights you can explore in chat.
- Does it support multiple currencies?
- Yes. You can view each account in its native currency or see everything converted to your preferred currency.
- Is there a free plan?
- Yes — start free with daily credits, then upgrade for more files, storage and premium AI models. Unused paid credits are 100% refundable.