Automation

Automate Bank Statement Processing

Stop spending hours on manual data entry. Automate your bank statement conversion and focus on what matters.

Manual vs. automated processing

Manual process

  • Download PDF from bank portal
  • Open PDF and Excel side by side
  • Copy-paste transactions one by one
  • Fix formatting issues and errors
  • Verify totals match
  • 15-30 minutes per statement

Automated with StatementBridge

  • Upload PDF (drag & drop)
  • Auto-detect bank format
  • Extract all transactions instantly
  • Clean, standardized output
  • Download ready-to-use file
  • 30 seconds per statement

Your time savings

10

statements/month

5

hours saved/month

60

hours saved/year

Based on 30 minutes manual processing time vs. 30 seconds automated

Automation features

Auto-detect formats

Upload statements from any bank. We automatically identify the format and apply the correct extraction rules.

Custom templates

Save output preferences for recurring workflows. Same settings applied automatically on future uploads.

Batch processing

Process multiple statements simultaneously. Perfect for month-end close or client batch work.

Automation FAQ

Upload your PDFs to StatementBridge for instant conversion. For recurring automation, use our batch upload feature or contact us about API access for Firm plans.

Ready to automate your workflow?

Start with 10 free pages. See the time savings yourself.

Start Automating