The professional solution every accountant needs
BankClasifAI is designed for individual accountants managing multiple clients and volumes of bank statements. Automate income and expense categorization, organize data by client and account, and generate reports ready for accounting, taxes, and reconciliations.
📁 All bank statements in one place
Centralize all bank statements in a single platform. Manage personal accounts, business accounts, and multiple clients without losing information or time.
👥 Unlimited clients
Manage unlimited clients—individuals and businesses. Each client has its own folder to store bank statements organized by account, bank, and period.
✏️ Accounting control and editing
Adjust categories, create subcategories, correct transactions, and tailor reports to each client’s accounting needs or local regulations.
⏱️ Time savings for your firm
Increase your firm’s capacity without increasing costs. Process more statements in less time, improve team efficiency, and deliver faster, more professional services.
Process more bank statements in less time.
Modernize the way you work with financial information. Keep everything organized, accessible, and ready for review while using an AI advisor to gain smarter financial insights and recommendations.
Automatically organized clients
Keep every client separated by folders, bank accounts, and accounting periods.
Smart accounting categorization
Automatically organize income and expenses to reduce manual work and save time.
Faster bank reconciliations
Automatically organize transactions and categories to simplify reconciliations and financial reviews.
Be better prepared for tax season
Keep financial information organized year-round to save time during tax preparation periods.
Detect opportunities and risks
Use AI to identify financial patterns, unnecessary expenses, and potential risks.
Process more clients in less time
Increase your operational capacity without adding more manual work or repetitive tasks.
Easy Excel and PDF exports
Download organized information to share with clients or accounting systems.
Save hours of repetitive work
Reduce time spent manually classifying transactions and focus more on clients and high-value tasks.