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Bankflow

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BankFlow is financial analysis software that converts bank and credit card statements into categorized spending data, merchant insights, and cashflow projections. Supporting PDF, CSV, XLSX, and JSON formats, it uses AI to extract transaction details, parse tables, and categorize spending. Balance verification flags discrepancies in statement totals, and users can create custom rules to tag and filter transactions. The platform offers three cashflow projections—net burn, essentials-only, and full-burn—and identifies recurring charges, consolidates duplicate merchants, and generates monthly profit-and-loss statements. Filtered data can be exported in CSV, XLSX, or JSON formats. BankFlow operates without direct bank connections, encrypts files during transit and at rest, and allows users to manage uploaded documents. It includes email-forwarding for statement imports and API access for integrations.

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