Instant Financial Snapshot for BFSI

Bank StatementSummary at a Glance

Extract key financial metrics from bank statements instantly — opening/closing balances, total credits and debits, monthly averages, and account details. No spreadsheet work needed.

Account Info
Balance Summary
Monthly Avg
Instant
Analysis
10+
Key Metrics
100%
Privacy Guaranteed

Used by accountants, bookkeepers, and financial professionals

Loan Officers
Credit Analysts
CA Firms
NBFCs
Free Tool

Loading...

Upload your PDF to get started

Loading...

Why Choose Us

The Trusted Choice for Professionals

Purpose-built for the BFSI sector with security, accuracy, and speed at the core.

Secure Analysis

Your bank statement is processed on secure servers and deleted immediately after analysis. Results are returned only to you.

  • Auto-delete after processing
  • Encrypted upload
  • Zero data retention

Comprehensive Metrics

Get opening and closing balances, total credit and debit amounts, average monthly inflow, transaction counts, and account details — all in one view.

  • Balance & flow totals
  • Monthly average inflow
  • Account identification

Underwriting Ready

Generate a structured summary in seconds. Export as JSON for system integration or copy for loan assessment reports.

  • JSON export
  • Copy to clipboard
  • Loan-assessment format
Simple Process

How It Works

No technical knowledge required. Simple, fast, and fully automated.

1

Upload Statement PDF

Upload the bank statement PDF. Enter the password if the statement is password-protected.

2

Automated Analysis

Our engine extracts account info, computes balance totals, and calculates key financial metrics automatically.

3

View & Export Summary

Review the structured financial snapshot on screen and export as JSON for further use.

PDFBank Statement
Financial Summary
FAQ

Frequently Asked Questions

Everything you need to know about this tool.

Need a Custom Solution for Your Business?

Get dedicated support, custom integrations, and unlimited processing for your team. Trusted by banks, NBFCs, and accounting firms.