Blueprint · Finance
Every transaction, categorised and traceable.
Formalini reads bank statements — including scanned ones — into clean transaction data, then maps where the money went. Click any item and Formalini shows exactly which document and which line it came from, so you can catch anything the AI misread.
What you drop in
- Bank statements (PDF or scan)
- Card statements
- Payment confirmations
What you get
Transactions
Date, description, amount, balance — every line.
Categories
Spend and income grouped automatically.
Money flows
Who paid whom, and how much, across statements.
Balance check
Running balances checked against statement totals.
How it works
01
Upload the statements.
02
Formalini reads every transaction.
03
Review anything that doesn't reconcile.
04
Export to Excel, CSV, JSON or your system.
Questions
- Does it work with scanned statements?
- Yes, scans and phone photos as well as PDFs.
- Can I export to Excel?
- Yes — CSV for Excel, or JSON for developers.
- Does it check the totals?
- Yes, running balances are reconciled against the statement's opening and closing balance.
Get early access to Bank Statement Analysis
This blueprint is in development. Leave your details and we'll invite you first — or book a call to shape it around your documents.
Book a meeting
Pick a time that suits you — it goes straight onto our calendar and you get an invite by email.
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or send us a request