Are you overwhelmed by managing financial data from multiple sources? Imagine having your bank statements, trading records, and portfolio data automatically organized — in minutes, not hours. We’re developing an AI-driven tool that: Extracts detailed financial data from PDFs, images, Excel, CSVs — whatever format you have Supports custom fields and multilingual data (Chinese & English) Consolidates information like cash flows, transactions, and holdings effortlessly Is perfect for individuals, investors, and finance teams looking to streamline their workflow And now, we’re opening up limited free access during our alpha testing phase. If you’re interested in smarter, faster financial data management, drop a comment or DM me. Your feedback will help shape this tool into something truly useful. Let’s make financial data work harder for you.

AI Statement Converter

Convert bank/broker statement to excel/csv, powered by AI

Convert bank/broker statement to excel/csv, powered by AI