BankFlow

What is BankFlow?

BankFlow helps you upload bank or credit card statements and turn them into clean transaction data, categories, and cashflow views. It works with PDF, CSV, XLSX, JSON, and even email-forwarded statements, so you do not need a bank connection or template setup. The product extracts transactions, auto-categorizes spending, checks balances when possible, and gives you exports that fit tools like Excel and QuickBooks. It also includes merchant insights, recurring transaction detection, runway analysis, forecasting, and review tools for accountants, finance teams, and businesses. You can use it to replace manual entry, clean up messy statement formats, and move faster from raw files to usable financial data.

Key features

• Uploads PDFs, CSVs, XLSX, and JSON statement files.
• Auto-extracts transactions and categorizes spend into useful groups.
• Checks opening and closing balances for mismatches.
• Exports clean data to CSV, Excel, OFX, and QuickBooks.
• Shows cashflow, runway, forecasts, and monthly P&L views.
• Supports email forwarding, API access, and webhooks.