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Bankflow

AI that reads bank statements, invoices and receipts into checked, categorized spreadsheets, and runs each bookkeeping client's month-end from them.

Bankflow uses AI to turn the financial documents you already have into clean, categorized data. There is no bank account to link and no credentials to hand over. Upload a statement, an invoice or a receipt, forward it to your private import address, or drop it in a watched cloud folder, and what it contains comes back structured and checked. Every statement is checked against itself: the balances have to close against the transactions, the opening balance has to meet last period's closing, and anything uncertain is flagged for review instead of guessed. Export to CSV, Excel, QBO, OFX or the import file Xero, Sage or NetSuite expects, or send bills and expenses to QuickBooks Online and Xero. For bookkeeping and accounting firms, each client gets a workspace and one link to send their documents, with reminders until nothing is missing, and each month closes with the checks in view, a preparer and a reviewer. Free to start, no card.

Use cases for Bankflow

  • People exploring AI Analytics Assistant tools use Bankflow when comparing options in that category.
  • People exploring AI API tools use Bankflow when comparing options in that category.
  • Bankflow is often considered alongside other Image To Text tools in this directory.

Frequently asked questions about Bankflow

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