🧠 BankClasifAI • Automate your statements

Automatic bank statement categorization
with Excel export

Centralize and categorize bank statements for personal accounts, business accounts, and accounting firms. Upload PDFs, auto-organize income and expenses with AI, and export reports to Excel or PDF—ready for accounting, taxes, and professional financial control.

👉 Start Free Trial
✔ 7-day free trial ✔ 10,000 tokens ✔ No card required
BankClasifAI dashboard showing PDF upload and categorization
PDF uploaded
AI active

Compatible with US banks

Wells Fargo
HSBC
U.S. Bank
Capital One
TD Bank
Bank of America
Wells Fargo
HSBC
U.S. Bank
Capital One
TD Bank
BankClasifAI works with common formats from the most widely used banks. Import a PDF or image and get your transactions organized.
🎯 Key benefits

BankClasifAI organizes your
bank transactions

Forget endless spreadsheets. Our AI reads each transaction description and automatically categorizes your income and expenses into accounting-ready categories.

AI automatic
categorization

Automatically identifies and categorizes income and expenses in seconds.

PDF & image compatible

Upload bank statements as PDF or photo and convert them into structured reports instantly.

Easy, customizable corrections

Adjust categories, edit transactions, and tailor reports to your workflow.

Organized by accounts & periods

Filter transactions by account number, account type, month, or year.

Clear, professional reports

Clean outputs ready for your accountant or accounting system.

Excel export

Download data ready for analysis, tax prep, and reconciliations.

🤖 How it works

From bank statements to
reports in minutes

Upload your PDF, let our AI categorize income and expenses, adjust categories and subcategories in one click, and download everything to Excel—or print a PDF report for accounting.

1

Upload your bank statement

Upload your PDF and BankClasifAI detects transactions and structures the data automatically.

Drag your PDF here Other types of documents that are not extracts cannot be classified and will be charged to be analized.
✔ Transaction parsing ✔ Multi-bank ✔ Multi-account ✔ Multi-month
2

AI automatic categorization

AI categorizes income/expenses into accounting-style categories (fast and consistent).

✔ Totals by month or year Expenses
Food$700
Utilities$600
Travel$400
Office$500
3

Edit categories & rules

Fix a transaction and save rules to improve future categorization automatically.

Date Description Amount Category Subcategory Action
04-13-2022 Bill payment $135.07 Uncategorized Select type
04-14-2022 Direct debit $200.00 Liabilities Employee Payroll Taxes
✔ AI improves with your corrections.
4

Download Excel or PDF

Export reports ready for your accountant, taxes, or internal records.

Excel Tables + categories
PDF report Monthly summary
👤 Who is it for?

A solution built for you,
no matter your profile

Whether you manage personal expenses, run a business, or handle multiple clients as an accountant, BankClasifAI adapts to your workflow.

Personal accounts

Take control of your budget and spending habits.

  • Income and expenses organized by category
  • Summaries by month, account, and period
  • Export to Excel for analysis
Learn more

Business accounts

Clear reporting for accounting and taxes.

  • Spending by category and subcategory (IRS/QB)
  • Clean split of income vs. expenses
  • Consistent exports to Excel and PDF
Learn more

Accounting firms

Manage multiple clients from one dashboard.

  • Unlimited clients + multi-account folders
  • Fast, consistent corrections
  • Reports ready for reconciliation & filing taxes
Learn more
☁️🔒 Security first

Advanced security for bank statements,
transactions, and sensitive data.

Your financial information is protected with strong encryption, secure infrastructure, and continuous audits for maximum reliability.

Bank-level encryption

We use strong encryption to protect your bank statements and all financial data.

Secure transactions

Every action is processed through secure channels with monitoring to prevent unauthorized access.

Protected infrastructure

Layered security, access controls, and modern best practices for servers and storage.

Audits & controls

Regular reviews to keep the platform reliable, stable, and secure.

Bank statement
$1,050.00 $450.00
$1,250.00 $550.00
Encrypted and protected document
🙋‍♀️ FAQs

Have questions?
Here are the answers.

Our support team is always ready to help you.

Explore More ➜

BankClasifAI is a platform that uses artificial intelligence to read and automatically categorize your bank statement transactions. Upload a PDF and get your income and expenses organized by categories and accounts.

You can upload bank statement PDFs from most banks. The platform is built to read common formats. If a format isn’t supported, we’ll notify you.

Yes. The AI categorizes income and expenses into categories like gas, entertainment, tools, utilities, shopping, and more. You can also edit any category to ensure accuracy.

Yes. You can add, rename, or remove categories based on your personal or business needs.

You can correct the category in the dashboard. The AI improves over time based on your adjustments.

💬 Testimonials

What our customers say

Less mess. More clarity. Automatic bank statement classification in seconds.

BankClasifAI customer

Maria G.

Self-employed • Florida

5.0/5

“I uploaded my PDF and within seconds I had income and expenses categorized. It saves me hours every month.”

BankClasifAI customer

Jose R.

Small business • Texas

5.0/5

“It automatically separated business and personal expenses. I exported everything to Excel and it was ready for my accountant.”

BankClasifAI customer

Andrea P.

Accounting firm • New York

4.9/5

“For clients with high transaction volumes, it drastically reduces manual work. We now deliver reports much faster.”

Start today for free and join customers already saving time with AI.