StatementSnap
Transform bank statements into clean insights instantly
What is StatementSnap? Complete Overview
StatementSnap is an AI-powered tool designed to convert PDFs, bank statements, and messy files into clean Excel or CSV formats effortlessly. It solves the pain points of manual data entry and messy financial tracking by automating the extraction and structuring of financial data. The tool is ideal for individuals, small businesses, and enterprises looking to streamline their financial workflows. With bank-grade security and seamless integrations with platforms like Airtable and Monday.com, StatementSnap ensures accuracy, privacy, and efficiency.
StatementSnap Interface & Screenshots
StatementSnap Official screenshot of the tool interface
What Can StatementSnap Do? Key Features
AI-Powered OCR
Convert PDFs, scans, and Excel files into clean, structured CSV/Excel in seconds with high accuracy.
Merge to One Excel
Upload multiple statements and export a unified workbook with consistent formatting for easy analysis.
Secure by Design
Bank-grade encryption ensures your data is protected both in transit and at rest, prioritizing privacy.
Airtable & Monday.com Integration
One-click export to dashboards your team already uses, streamlining financial tracking.
Seamless Integrations
Send structured data directly to your preferred platforms with just one click, enhancing workflow efficiency.
Best StatementSnap Use Cases & Applications
Financial Tracking for Small Businesses
Small businesses can use StatementSnap to automate the extraction of transaction data from bank statements, reducing manual entry errors and saving time.
Accounting Teams
Accounting teams can merge multiple statements into one Excel file, ensuring consistent formatting and easier reconciliation.
Personal Finance Management
Individuals can convert their bank statements into CSV files for personal budgeting and expense tracking.
How to Use StatementSnap: Step-by-Step Guide
Upload any bank statement, invoice, or receipt—PDF or image—by dropping it into the platform.
The AI extracts and structures your data in seconds, converting it into a clean format.
Optionally, merge multiple files into a single, unified spreadsheet for comprehensive analysis.
Download your clean data as CSV or Excel files, ready for further use.
Import directly to Airtable or Monday.com with one click, integrating seamlessly with your existing workflows.
StatementSnap Pros and Cons: Honest Review
Pros
Considerations
Is StatementSnap Worth It? FAQ & Reviews
Yes, StatementSnap offers a free trial with 5 pages total conversion and access to all premium features.
StatementSnap supports PDFs, images, and Excel files for conversion into CSV or Excel formats.
Yes, StatementSnap uses bank-grade encryption to ensure your data is protected both in transit and at rest.
Yes, StatementSnap allows you to upload multiple statements and export them as a unified workbook.
StatementSnap integrates seamlessly with Airtable and Monday.com for one-click exports.