Coming soon · for brokers, solicitors and advisers
Months of client bank statements, summarised on one page
Upload 3 to 12 months of statements and get income, outgoings and regular commitments set out clearly, in a sheet and a PDF you can put straight on the client file.
Planned: pay per case, with no subscription. Price to be confirmed at launch.
What we're building
- Upload several months at once, from more than one account, as PDFs, scans or phone photos.
- Money in and money out for each month, with averages across the whole period.
- Regular payments picked out, such as rent or mortgage, loans, credit cards, childcare and subscriptions.
- Large or unusual items listed separately, so you can look at them rather than hunt for them.
- Every figure traces back to the original transaction rows, so you can check and correct it before it goes on file.
- Statements are read in memory and are not stored by us.
Example of the monthly summary
An illustration of the planned output, not real data.
| Month | Money in | Money out | Net |
|---|---|---|---|
| June 2026 | £3,100.00 | £2,640.00 | +£460.00 |
| July 2026 | £3,100.00 | £2,712.00 | +£388.00 |
| August 2026 | £3,250.00 | £2,598.00 | +£652.00 |
| Average | £3,150.00 | £2,650.00 | +£500.00 |
This will be a tool for organising what is in the statements. It will not give financial, mortgage or legal advice, and the statements are read by AI, so figures should be checked against the originals before you rely on them.