Quick Start Guide
Upload your document
Use the interface above to select and upload your messy financial CSV or PDF statement. Wait a few seconds for our AI to initialize the parser.
Review the parsed data table
Verify that columns such as Date, Description, Debit, and Credit have been successfully aligned and matched from the raw data.
Generate visual insights
Browse through the interactive dashboard to see income vs. expense charts, and then securely export your completed, categorized spreadsheet.