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StatementFlow

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AI tool that converts bank statements into usable spreadsheet and accounting formats.

FreemiumProductivity
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Free to browse · updated 2026-06-15
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What is StatementFlow?

The service uses artificial intelligence to extract transaction details such as dates, descriptions, amounts, and balances from various bank documents. Users can then obtain the information in spreadsheet or accounting software formats without manual reentry or reformatting. Privacy receives particular attention through in-memory processing that avoids permanent storage of any files. All operations occur automatically with no human review, and data remains encrypted during transfer to prevent unauthorized access. Pricing options include a no-cost tier for limited use along with paid plans that provide expanded capacity and additional export capabilities. The approach avoids recurring charges on the basic level and ensures purchased credits remain available without expiration.

Key features

AI-powered conversion of bank statements to Excel, CSV, QBO, or OFX
Supports PDF, scans, and phone photos from any bank worldwide
Balance reconciliation included
Files processed in memory and deleted immediately
No signup or credit card required for free tier
Credits never expire
Vision AI handles scans, photos, faxes, and foreign banks

What you can use StatementFlow for

Bank Statement Conversion

Transform PDF, scanned, or photographed bank statements from any bank worldwide into structured Excel, CSV, QBO, or OFX files using Vision AI.

Accounting Software Import

Export reconciled transaction data directly into QuickBooks or Xero without manual entry or copy-paste.

Secure Financial Review

Process statements in memory with immediate deletion, enabling balance reconciliation and editing before export while maintaining privacy.

How to use StatementFlow

  1. 1Upload a PDF, scan, or phone photo of any bank statement
  2. 2AI extracts dates, descriptions, amounts, and balances
  3. 3Review transactions and make edits before export
  4. 4Choose the desired export format such as Excel or QBO
  5. 5Download the converted file for immediate use

StatementFlow pricing

Pricing model: Freemium. Plan details are indicative — check the site for current prices.

Free

Free/mo
  • 10 pages / month
  • Excel + CSV export
  • Reads scans & photos
  • Balance reconciliation
  • No credit card

Pro

Popular
$19/mo
  • 300 pages / month
  • Everything in Free
  • QBO + OFX export
  • Edit cells before export
  • Priority processing

Business

$69/mo
  • 2,000 pages / month
  • Everything in Pro
  • API access (soon)
  • Priority support

Editor's verdict

Pros

  • +No credit card required on free plan
  • +Credits never expire
  • +Private by default with no data storage or sharing

Cons

  • Edit before export available soon
  • API access available soon

Our take: StatementFlow is a solid productivity choice. It's valued for no credit card required on free plan and credits never expire. The main trade-off is edit before export available soon. A good pick if you want capable AI without a high upfront cost.

Frequently asked questions

No signup or credit card is required for the free tier.

Summary

StatementFlow is a solid productivity choice. It's valued for no credit card required on free plan and credits never expire. The main trade-off is edit before export available soon. A good pick if you want capable AI without a high upfront cost.

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