Personal finances
Review your statements, understand spending and keep your financial records together.
Personal Free · 2 uploads · 50 pages/monthCreate a personal workspaceUpload your statements, check the transactions and take your records with you.
PDF · CSV · Excel · OFX / QFX · camt.053 XML · MT940 · JPG / PNG
Bring the file you have. Bankverto extracts the transactions so you can review them before exporting.
Add your statement in PDF, CSV, an image or a supported bank export.
Check extracted names, dates and amounts. Uncertain rows stay flagged.
Download your checked records as Excel or CSV.
Keep dates, descriptions, categories and amounts together. Select an example to see the original bank description.
UPI/SWIGGY/402018/FOOD ORDEROrganise client statements, review the rows that need attention and prepare records for your books.
Compare names and categories with the original description.
Indian and international statements
Import supported PDFs, images, spreadsheets and native bank exports. The currency comes from your statement, with separate totals for different currencies.
Bank-specific layouts can need review or fail validation. Check the extracted rows against your own original before relying on them.
Start with a statementChoose the workspace that fits the records you are working with.
Review your statements, understand spending and keep your financial records together.
Personal Free · 2 uploads · 50 pages/monthCreate a personal workspaceKeep clients separate, check statement transactions and prepare accounting exports on eligible plans.
CA Free · 2 uploads · 40 pages/monthSet up your practiceSign in, upload a supported statement, check the extracted transactions, then download Excel or CSV from your workspace.
Yes. Personal Free and CA Free have separate monthly allowances. Current limits and paid features are listed on the pricing page.
Supported formats can contain international currencies and regional dates. Every bank, layout and language is not verified. Checkout offers only enabled charging currencies.
Compare amounts, dates, names, categories and any flagged rows with your original statement. Extraction and AI enrichment can make mistakes.
Originals are deleted after successful processing. Keep your own copy. Interrupted or failed uploads may remain for recovery. Read the Privacy Policy for processing and retention details.
Start with the records you have. Review them at your own pace.
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