FinancialOS

Drop CSV or PDF bank statements, auto-categorize Indian narrations, and keep personal vs company In / Out clear.

Connecting to API…

Company money in

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Credits / deposits

Company money out

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Debits / withdrawals

Net for this view

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Waiting for statements

Drop a bank statement

CSV or text PDF (Yes Bank tested). Password-protected or scanned PDFs need a decrypted/text export first.

Apply to account

Drop CSV/PDF here, or click to browse

Extracts date, narration, debit/credit, balance when present.

Recategorize rows and assign party, general head, and type.

No transactions yet for the company view. Upload a statement to extract and categorize.