Upload Transactions

Upload CSV, PDF, or images of your bank statements

CSV File

Upload bank export (CSV format)

✓ Fastest • ✓ Most accurate

PDF Statement

AI extracts text from PDF

✓ Common • ✓ Auto-detect

Image/Photo

OCR extracts from images

✓ Phone photo • ✓ Screenshot

Drag & Drop Files Here

or click the cards above to browse

Supports: CSV, PDF, JPG, PNG (Max 10MB per file)

📋 Upload Requirements

✅ CSV Files
  • • Max size: 10MB
  • • Max rows: 10,000
  • • Encoding: UTF-8
  • • Auto-detect columns
📄 PDF Bank Statements
  • • Max size: 10MB
  • • Max pages: 50
  • • Text-based PDFs
  • • AI extracts data
📸 Bank Statement Images
  • • JPG, PNG, HEIC
  • • Max size: 10MB each
  • • Max: 10 images
  • • OCR via AWS Textract

💡 CSV Format Guide

Your CSV should have these columns (in any order):

Date
YYYY-MM-DD or DD/MM/YYYY
Merchant
Description/Payee
Amount
123.45 or -123.45
ID
Optional

✨ AI auto-detects column names. If it fails, you can manually map columns.