Select Entity
Each entity has its own bank accounts, profiles, and tags
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Tags
Shared tag library across all entities
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More Coming
Vendors, rules, categoriesβ¦
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Entity Tags
Tags specific to this entity
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More Coming
Vendors, rules, categoriesβ¦
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Drop your bank statement CSV here
or tap to browse Β· supports any bank format
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Vendor List
Upload vendor list CSV
π Saved Statements
How it works
1
Select or create an entity (company/client)2
Upload any bank CSV file3
Map columns & configure parsing4
Export clean, standardized spreadsheet
Map Your Columns
Bank Profile
Raw CSV Preview (first 5 rows)
Configure Parsing Rules
Transaction Classification Rules
Standardized Output
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π Statement Dashboard
Full month
Partial month
Empty