Bank statement categorization app

Turn statement uploads into categorized financial clarity.

StatementIQ gives everyday users a secure way to import bank statements, review extracted transactions, correct categories, and save keyword rules that organize future activity automatically.

Start import review Review transactions
Private uploads User-owned records CSV, PDF, OFX, QFX ready
July financial overview Personal + business accounts
Total income $0 +8.4% vs previous period
Total spending $0 -3.1% vs previous period
Net cash flow $0 Healthy positive trend
Needs review 0 Low confidence or unmatched
Spending by category Click a category to filter
Income vs spending Monthly movement
01

Upload safely

Validate file type, detect statement format, and stage transactions before anything is imported.

02

Review first

Edit merchant names, categories, duplicates, transfers, confidence warnings, and notes before confirming.

03

Automate future work

Convert corrections into approved rules that can categorize matching transactions going forward.

Import command center

Statement upload, validation, mapping, and review in one flow.

Drop a bank statement here

Upload a CSV file to preview extracted transactions locally in this demo. Supported production adapters are designed for CSV, PDF, OFX, and QFX.

No file selected yet.
File validationWaiting for upload
Parser confidence92%
Duplicate warnings2 possible
Uncategorized0
Import review Staged transactions are editable before confirmation
Detected institutionNorth River Bank
Statement rangeJun 1 - Jun 30
Total debits$0
Total credits$0
Include Date Merchant Amount Category Status

Transaction management

Search, filter, edit, split, export, and organize imported activity.

Date Merchant Account Category Amount Source Status

Categorization rules

Keyword, merchant, amount, and account rules with preview before applying.

Rule suggestion lab No automatic rule creation without approval

Select a transaction or use the sample rule to preview matching activity.

Production roadmap

Client-ready foundation for the full secure application.

This front-end establishes the final product experience. A production build would connect these flows to authenticated accounts, private file storage, a typed service layer, Prisma/PostgreSQL models, server-side aggregation, audit logs, and automated authorization tests.

User-owned financial records Parser adapter architecture Safe money calculations Security and privacy review