Financial Statement Extraction

StatementSheet converts PDF bank statements to structured Excel or CSV files instantly using OCR, supporting over 1,000 banks. Files upload securely, are deleted after 24 h, and export to major accounting platforms for quick reconciliation.

Bank Statement Converter extracts data from PDF bank statements into Excel spreadsheets automatically, handling unlimited pages and high transaction volumes with 99.8 % accuracy. It supports custom field selection and deletes files in memory to ensure privacy.

DocuClipper is an AI tool that automates the conversion of financial documents into structured formats using advanced OCR. It features bank statement reconciliation, transaction categorization, and integrates with accounting software for streamlined bookkeeping and financial analysis.

Powder automates extraction of data from diverse financial documents—brokerage statements, 401(k), tax returns, etc.—into spreadsheets and asset decks. It populates portfolio reviews, calculates weightings, and produces proposals quickly while ensuring compliance and data security.

AI Bank Statement Converter automates data extraction from bank statements and invoices, reducing manual entry time by up to 80%. It supports conversions to multiple formats and ensures data security with bank-level encryption.

Extracta.ai automates data extraction from CVs, invoices, and images with ease. Define templates or upload files to obtain structured data quickly. Benefit from smart technology for seamless integration and intelligent automation.

BankConv converts bank statement PDFs from 1,000+ banks into CSV, Excel, Google Sheets, OFX or QFX with extracted dates, descriptions, amounts and running balances. It supports batch and password-protected uploads, fast processing, TLS encryption, and automatic file deletion.

BankGPT.io is an AI-powered financial automation platform that extracts and processes data from bank statements, invoices, and receipts. It delivers structured outputs to eliminate manual entry, speed up reconciliation, and ensure compliance.

Agentic Document Extraction pulls structured data from PDFs, images, spreadsheets using vision‑first parsing, preserving layout and delivering bounding‑box citations. Modular REST APIs and Python/TypeScript SDKs support on‑prem or cloud deployment for regulated sectors needing traceable, accurate ex

Rocket Statements uses AI OCR to convert PDFs, JPGs, TIFFs, and PNGs of bank statements into clean Excel, CSV, or JSON files. It auto‑deduplicates, normalizes dates, categorizes spend, and syncs with Google Sheets, Excel, QuickBooks, Xero, achieving 99 % accuracy.

Quill is an AI‑powered platform that pulls SEC filings, earnings transcripts, and insider data into Excel, offers real‑time alerts, and provides web‑based Q&A with source citations, enabling analysts to extract verified financial tables instantly.

Stock Alpha is an AI platform that answers questions about Indian stocks and summarizes reports, earnings calls, and investor decks for 200+ companies. It auto‑extracts tables, calculates ratios, and generates financial statements, letting analysts focus on analysis than data gathering.

Ocrolus automates lender document processing, extracting and verifying bank statements, pay stubs, and tax returns with >99% accuracy. It delivers cash‑flow and income data for real‑time underwriting, enabling quick funding and fraud detection across verticals via API and dashboard integration.

Extracta.ai is an advanced data extraction solution for unstructured documents, achieving up to 99% accuracy without prior training using a three-step process: OCR technology, Large Language Model, and Data Validation. Primarily designed for developers, it offers API integration and a user-friendly

Unstract is an open‑source, no‑code platform that automates structured data extraction from unstructured documents using LLMs. It features reusable prompts, Human‑in‑the‑Loop verification, and dual‑LLM hallucination mitigation for secure, compliant use across finance, insurance, and healthcare.

AlphaResearch indexes millions of filings, transcripts, and reports, enabling instant text search. It extracts sentiment, supplies structured financial data, sends alerts, offers visualization and a stock screener, and integrates with Excel and Google Sheets for investors.

Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc

Abstra automates finance workflows—invoice intake, OCR, duplicate checks, ERP integration—via AI agents, reducing manual email handling. It connects to banks, ERPs, tax APIs, and third‑party tools, enabling CFOs and analysts to focus on strategy and real‑time insights.

Dext automates receipt and invoice capture for small businesses and accountants, using AI to extract and categorize line-item data, sync transactions with accounting software, manage expenses and approvals, support multi-entity workflows, and maintain a secure audit-ready document vault.

Thunderbit automatically extracts structured data from websites, PDFs, images, and documents using natural‑language column definitions, supports multi‑page scraping, offers templates for e‑commerce and real‑estate sites, and exports to Google Sheets, Airtable, and Notion.

PaperMoney is an AI tool enabling users to create insightful financial reports for 5000+ US, Hong Kong, and China-listed companies, offering detailed income statements and cash flow data across multiple industries. Stay informed and make data-driven decisions effortlessly.

Financial Fusion is an AI‑powered platform that automatically analyzes P&L, balance sheets, and cash flow to deliver actionable insights. It offers CFO‑style guidance, generates concise reports, and integrates natively with QuickBooks, Xero, Zoho, and Excel via interactive dashboards.

Parseur converts PDFs, emails, spreadsheets, and scanned documents into structured data using AI, OCR, and customizable templates. Export outputs to CSV, Excel, JSON, or integrate via Zapier, Make, Power Automate, webhooks, or API for finance, HR, e‑commerce, logistics, and real‑estate use.

Stmt: Bank Statement Converter is an AI-powered mobile tool that converts PDF bank statements into CSV/Excel formats for seamless financial management. It offers fast, secure conversions with a user-friendly interface.

Google Maps Extractor collects business data from Google Maps, including names, contact details, and reviews. It offers batch searching and exports data in CSV/XLS formats, aiding local lead generation and market research without coding skills.

FormX.ai automates extraction from invoices, receipts, IDs, and contracts using OCR and AI, delivering structured JSON via API for Zapier, N8N, or custom apps. Mobile SDK, quality checks, continuous learning, and ISO 27001/SOC 2 compliance enable secure, efficient workflow integration.

StockGPT is an AI‑powered research platform that aggregates earnings releases, quarterly reports, and transcripts for all S&P 500 and Nasdaq firms. Users query, receive concise summaries, and compare performance across quarters or years using advanced filters.

FlyFin automatically scans linked accounts, identifies 200+ tax deduction categories, drafts returns, and has CPAs review and e‑file them. It offers quarterly estimates, exportable 1040, audit support, and a 100 % money‑back guarantee.

Transform your bank statements from PDF to CSV effortlessly with Bank Statement Converter. Easily upload your PDF files, convert them into a single CSV, and access all transaction data in organized tables.

Airparser extracts structured data from emails, PDFs, images, and scanned documents in 60+ languages using AI and OCR. Users set up schemas quickly and deploy via API, Zapier, or native integrations, automating workflows and cutting manual data entry.

PDF Pilot uses AI to extract structured data from PDFs, invoices, receipts, and contracts. Users upload documents and instantly receive clean CSV/Excel exports, supporting purchase orders, delivery notes, and onboarding packets while ensuring encryption and rapid setup.

qomplement converts PDFs, images, spreadsheets, emails and scans into structured, ERP-ready data using OCR, computer vision, and LLMs; it extracts and validates fields, auto-discovers schemas, supports batch processing, handwritten text, and direct Excel/ERP exports.

Capyparse is an AI-powered PDF to CSV converter that extracts data from various document types, including bank statements and images. It supports multiple formats, handles scanned documents, and offers integration with accounting software like QuickBooks.

PDF Parser transforms PDFs and image files into structured data. Users define custom fields (string, number, date, boolean) and AI extracts context‑aware content. Outputs clean JSON/CSV, supports batch processing, and processes securely over HTTPS without storing uploads.

Extruct AI is an AI-powered company intelligence platform that automates business research, enabling users to discover private companies, enrich data, and track market trends in real time. It streamlines lead generation and competitive analysis with dynamic filters and API integration.

Tablextract converts tables from PDFs, images and scans into Excel, CSV or JSON using automatic OCR and table recognition that preserves rows, merged cells and nested layouts. Selective page extraction and format-preserving exports simplify downstream processing.

PDF.ai lets users upload PDFs and chat for questions, summaries, and data extraction. It parses documents into structured JSON, detects sections, tables, and figures, and supplies source‑cited answers via a RESTful API for rapid, secure analysis.

ccMonet AI Finance Assistant automates bookkeeping for SMEs by extracting multilingual receipts, invoices, and bank statements, mapping them to charts of accounts, reconciling transactions in real time, and delivering up‑to‑date P&L, cash‑flow dashboards, and tax‑ready reports.

Clear is an AI tool that simplifies financial report analysis by enabling users to upload documents, ask plain questions, and receive quick, detailed insights. It enhances productivity by transforming extensive manual research into efficient, structured results.

Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.

InvoiceOCR is a directory of AI solutions for automating invoice processing, featuring advanced document processing, customizable templates, real-time data validation, and multi-language support, while enabling seamless integration with existing accounting systems for efficient financial management.

StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tag‑based insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.

Nanonets automatically extracts structured data from invoices, receipts, IDs, and other documents without predefined templates. It offers end‑to‑end workflows, native CRM/ERP integration, and a visual designer for rapid, no‑code deployment across finance, supply‑chain, HR, and legal operations.

TextMine is an AI tool for enterprise-level document data extraction, utilizing machine learning to efficiently identify and organize critical information while ensuring data privacy. It enhances operational efficiency and supports various professionals in managing large volumes of text data.

Extract Ninja is an AI tool that facilitates data extraction from documents like CVs and invoices, converting information into Excel or CSV formats. It allows users to customize extraction processes for improved data management and analysis efficiency.

Veryfi is an advanced OCR API that automates data extraction from invoices and receipts, improving financial operations for businesses. It supports various document types and offers secure, seamless integration with existing systems for enhanced compliance and efficiency.

Offset Contact is an AI tool for regulated industries that accurately extracts financial data from PDFs and Excel files, ensuring error reduction and audit visibility. It supports private deployment and complies with major data protection regulations.

Receipt AI captures receipts via SMS, email, or upload, extracts date, vendor, amount, line items, and renames, categorizes, encrypts, and syncs them to QuickBooks or Xero. It supports multiple formats, 39 languages, detects duplicates, and allows direct approval in accounting software.

Receiptor AI extracts and categorizes receipts from Gmail, Outlook, WhatsApp, and bulk uploads, normalizing multi‑currency amounts. It exports data to accounting apps, drives, PDFs, or email, offers retroactive history and subscription capture while preserving privacy.

DeepSeek OCR is an advanced document intelligence tool that extracts high-resolution text and layout with 97% accuracy. It supports over 100 languages, processes up to 200k pages daily, and preserves complex structures like tables and diagrams.