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Clients
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Banks
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File Formats
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Bank Statements
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Transactions

Why bank statement analysis is important?

  • Every transaction reveals a story. Analyzing expenses and income helps you understand your client’s financial habits clearly.
  • A detailed review of bank statements shows your liquidity, creditworthiness, and financial health, helping with smarter budgeting and planning
  • Analyzing clients’ bank transactions provides clear insights into their repayment ability, income stability, and spending habits. Say goodbye to guesswork and make confident, informed decisions.
importance of bank statement analyser
Report of raw data to chart, graph

Why do so many people now prefer Insights over Raw data

  • A small error in raw data can lead to big financial mistakes — insights reduce the risk and improve decision-making.
  • Going through statements manually can take over an hour — automated bank statement analysis deliver key takeaways in just minutes
  •  Raw data tells you what happened — insights shows you why it happened and what to do next.

Why Choose Us for Bank Statement Analysis

📊

Analytics

Monthly turnover, balance analysis, loan analysis, bank charges, salary txns, chq/ECS Returns, fraud detection using AI & ML.

🚀

Easy to use

No need to have technical knowledge. Easy to understand. Our team is always there to help you. 24/7 customer support.

💲

Affordable

Our mission is simplifying the financial health analysis to make better decision in very short time. Guaranteed best price at the market for individuals to corporation.

🌟

Highlights

We support PDF to Excel. Multiple PDFs to one report. Also accepts password-protected PDFs. Reports in both formats (Excel and PDF).

🔑

Security

We use the most advanced algorithm to secure your data. Privacy & Security are always our top priority. We never compromise on security.

📤

Social Media

You can download the report easily and share with anyone you like. Reports can be downloaded as excel and PDFs as well.

No confusion “Get Started in 3 Simple Steps”

Step 1

Upload Bank Statements &
Click Analyse Button.

Pro Analyser dashboard showing upload option for bank statements

Step 2

Wait for 2 minutes in My reports page.
Click Report Ready to download the report.

Pro Analyser Dashboard showing Reports prepared

Step 3

Download & Understand your client’s creditworthiness and financial behavior in just minutes. Make the right decisions at the right time with confidence.

Pro analyser dashboard showing reports ready to download

Ready to get started?

Click the button below to sign up for our free trail or book a demo. Get started now and see the benefits for yourself.

Simple pricing plans

Choose the right pricing plan for your business, whether you’re just starting out or looking to upgrade.

Standard

Plan

100 Accounts

Save 50%

  • Per Account 28+ files
  • Multiple Accounts
  • 24/7 customers support
  • API for Developers
  • Web dashboard
  • Mobile App
  • 60+ Analysis

Learn more

Premium

Plan

200 Accounts

Save 60%

  • Per Account 28+ files
  • Multiple Accounts
  • 24/7 customers support
  • API for Developers
  • Web dashboard
  • Mobile App
  • 60+ Analysis

Learn more

Enterprise

Plan

Unlimited Accounts

Save 80%

  • Per Account 28+ files
  • Unlimited Accounts
  • 24/7 customers support
  • API for Developers
  • Web dashboard,
  • Mobile App
  • 60+ Analysis

Learn more

Contact Us to Book a demo for
Bank Statement Analyser
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Check out our other notable product
GST Analyser

Illustrated Image Of GST analyser Report

Track company revenues, GST filings, and dive into transaction-level details of sales and purchases data — all in one place.

★★★★★

Nice work on this product. You’ve saved our business! If you aren’t sure, always go for this product. Believe me, you won’t regret it.

Ragul Varma

★★★★★

Really good. This product is by far the most valuable business resource we have EVER purchased. Thanks guys, keep up the good work!

Siva Kumar

★★★★★

I don’t know what else to say. This is simply unbelievable! Nice work on this product. You’ve really saved our business!

Sam Jones

frequently Asked Question – FAQ’s

Our bank statement analyser works in simple steps :
Upload: You provide bank statements (PDF, CSV.. etc)
Analyze: The system identifies spending patterns like credit, debit, Loans, EMIs, trends and calculates your financial metrics and flags unusual transactions.
Downloadable Report: You get visual charts and recommendations for better financial decisions
The tool essentially turns raw banking data into actionable financial insights automatically, saving you time while helping you understand and improve your spending habits.

A bank statement analysis tool is software that automatically reads bank transactions and categorizes the spending into clear reports. It shows where the money goes, identifies spending patterns, and provides insights to help better financial decisions. The tool saves time by turning raw banking data into actionable financial recommendations.

Speed: Reduces loan processing from days to minutes through automation.
Accuracy: Provides data-driven risk assessment and income verification.
Cost Savings: Eliminates manual work and reduces operational expenses.
Better Decisions: Improves loan approval accuracy and reduces defaults.
Compliance: Maintains consistent standards and audit trails.
Customer Satisfaction: Faster processing improves borrower experience.

Yes, our bank statement analysisv tool can handle multiple formats including:
File Types: PDF statements, CSV exports, Excel files, and image formats (JPG, PNG)
Bank Variations: Statements from different banks with varying layouts and formats.

Yes, bank statement analyzers can significantly help with tax preparation by:

Expense Categorization: Automatically sorts deductible expenses like business costs, medical expenses, and charitable donations.

Income Tracking: Identifies all income sources including freelance payments, interest, and other taxable income.

Business Deductions: Separates business expenses from personal spending for self-employed individuals and small businesses.

Record Organization: Creates organized financial summaries that accountants can easily use for tax filing.

Year-End Reports: Generates annual expense and income reports ready for tax preparation.

This automated organization saves hours of manual work and reduces the risk of missing deductible expenses or income sources during tax season.