Viktor.comAn AI coworker that actually does the work
Promoted
NoRekey
Bank statements to clean, balance-checked spreadsheets
9 followers
Bank statements to clean, balance-checked spreadsheets
9 followers
Drop in any bank statement PDF — get CSV, Excel, OFX or QFX in seconds. Every conversion is checked against the statement's own balances, password-protected files just work, and originals are deleted the moment processing finishes.
One thing that would make this even better is adding support for splitting multi-account statements into separate files. When my bank sends a combined statement for my checking and savings accounts, I have to manually edit the CSV afterward. A quick toggle during upload to split by account would save me that step.
@soneragsan Really good shout thank you. I've added it to my road map, I think that'll be a great feature 🔥
Dropped in a Chase statement I'd been dreading formatting and the CSV came out clean, with the running balance matching the last line on the PDF. Nice touch that password-protected files just opened without any extra steps.
@berna5284 Nice! That's the balance matching doing it's job. Passwords never get stored either, just used once to unlock the file
the auto-deleting originals detail is such a thoughtful touch, and the balance verification step shows you actually understand the pain of catching a corrupted export after the fact.
@abdurrahma55903 Thanks! The balance check exists because of that exact pain. A plausible looking CSV is often worse than none at all.