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PDF Bank Statements to Spreadsheets with High Accuracy AI & SecurityOpen
Adrian Weber🛠️ 5 tools 🙏 35 karmaAug 9, 2025@Stmt: Bank Statement ConverterHighly accurate.. Superb! -
Really good product, I like that I can take pictures of my receipts and it logged them automatically with all the details. -
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I used this tool to generate a financial model for my startup, and it was super intuitive. -
Optimize IT Financial Management and shared services.Open
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MCP Integration — query your books from Claude Code, Cursor, or any MCP-compatible AI tool. Ask for any report in natural language: P&L by month, top vendors, subscription trends. No templates, no exports. Smarter categorization — Jupid now remembers vendor relationships and business context across sessions. ~96% accuracy, improving every month. Every transaction mapped to IRS Schedule C categories. Auto-sync — connected bank accounts update automatically. New transactions inherit context Jupid already knows about your business. CSVs also. WhatsApp & iMessage support for quick categorization on mobile. First 100 transactions free. -
This team took the time to understand the industry, problem and its users and designed a perfectly engineered solution. Kudos. -
Verified tools
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Meet Nume, an AI CFO that proactively watches your finances 24/7. You can connect to your ERP and bank account and be live in 5 min. Once setup, Nume will automatically start generating proactive insights. We built Nume as the solution we always wanted and needed ourselves. Designed, validated, and co-created by by our in-house team of 30+ CFOs.
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- Fina Chat: Fina Chat is completely revamped, you can ask anything: analyze the past activities (eg. "how much was spent on gas in the past 90 days", get recommendations (eg. "what best credit cards to apply"), forecast future (eg. "Monte Carlo of net worth growth"). - Dashboard: Dashboard is single place to hold all interesting blocks you can pin to. - Gsheet Template: Pump your data into spreadsheet and let Fina keep in sync. - Sankey Digram: Easy to visualize cashflow, right on the Categorization page. - Fina API: build your own app or widget through secure Fina API, in addition, you can have a Fina MCP server to use as well. - Comparison: Every block has comparison by default, vs previous period or previous year.
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