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Bank Statements

Connect Your Bank Auto-Categorize Track Digitally

Upload your bank statements to automatically track income and expenses. Perfect for businesses with digital transactions (card payments, online transfers). Create a separate account profile for each bank account you want to manage.

Tip: This is ideal for businesses with mostly digital transactions. For cash businesses, use the Document Hub to upload receipts and invoices.

TAX WORKFLOW
Step 1: Bank Statements
Upload and analyze statements
YOU ARE HERE
Step 3: Tax Deductibility
Set deductibility percentages
Step 4: Financial Reports
Generate tax reports
Optional: Use Document Hub to store receipts, invoices, and supporting documents
Import Statements
Drop your PDF here or click to browse
PDF only Max 10MB Secure
Drop files here
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Configuration
Files Ready: 0
Uploading... 0%
Analysis Results
0
Total Transactions
N$ 0.00
Total Income
N$ 0.00
Total Expenses
N$ 0.00
Potential Deductions
Export to Workspaces
Drag transactions between columns or click buttons to move them
Expenses 0

Expense transactions will appear here

Uncategorized 0

Uncategorized transactions will appear here

Drag transactions left or right to categorize them
Income 0

Income transactions will appear here

N$ 0.00
Total Expenses
N$ 0.00
Total Income
N$ 0.00
Uncategorized
N$ 0.00
Net (Income - Expenses)
Recent Bank Statements
0 statements 0 processed
No bank statements processed yet

Upload bank statement files above and click "Add to Workspace" to see them here.

Processed statements will appear here with a green checkmark and "Added to Workspace" badge.