Bank Statement Analysis
Summarize transactions, spot patterns, and surface anomalies across statements.
PDF Tools for Accountants & Finance Teams
From bank statements to audit files, extract what matters without the manual data entry.
Built for financial document workflows
Handle client records, filings, and audit files in one place.
Chat with PDFAIAsk questions about any filing and get answers with page references.
Protect PDFPassword-protect workpapers and client files before sending.
Compare PDFAICompare statements, filings, and reports to spot changed figures, dates, and terms.
Redact PDFAIPermanently remove account numbers and client data before sharing.
Summarize PDFAICondense long filings and reports into clear key points and takeaways.
PDF to ExcelAITurn tables in filings and statements into a working spreadsheet.
Cut the manual work out of every close
Less rekeying, less cross-checking, fewer missed details.
For Accountants
Merge, compress, or study client records and tax workpapers before filing or sharing.
For Auditors
Compare statement versions automatically and focus your time on risk, not diffing.
For Analysts
Pull tables and financial data directly from quarterly filings without manual copying.
How finance teams use FynePDF
From bank statements to audit files, without the manual data entry in between.
Making sense of bank statements.
Client statements arrive as PDFs, often scanned, sometimes hundreds of pages. The Bank Statement Analysis agent reads them and returns a structured summary of transactions, recurring payments, and unusual activity. Ask follow-up questions about specific periods or counterparties and get answers referenced to the page they came from.
Comparing statements across periods.
Restatements and revised filings are easy to miss when you're reading line by line. Compare PDF puts two versions side by side and identifies changes in figures, dates, and footnotes so you can review what moved instead of hunting for it. Professional handles unlimited comparisons.
Getting scanned documents into usable form.
Receipts, invoices, and older client records often exist only as scans or photographs. OCR converts them into searchable, selectable text you can quote and cross-reference. It handles printed documents and photographs; handwritten entries aren't supported.
Protecting client data before it leaves your desk.
Redact permanently removes account numbers, tax IDs, and personal details rather than covering them. The underlying text is deleted, not hidden. Password-protect files before sending, and every file you process is encrypted in transit and deleted from our servers afterward.
AI agents for financial review
Analyze statements, flag contract risks, and cut through dense policy language.
Verify Legal Documents
Identify red flags and hidden clauses in vendor and client contracts.
Proposal Analyzer
Review proposals and RFPs for scope, terms, and commercial risk.
Privacy-First PDF Processing with Global Standards
GDPR
CCPA
PCI DSS
WCAG 2.2 AA
Frequently Asked Questions
Can I convert financial reports from PDF to Excel?
Yes. PDF to Excel extracts tables from filings, statements, and reports into a working spreadsheet with structure intact, so you can model from the figures instead of rekeying them. On the Free plan, conversions handle files up to 100MB, or 15MB when using AI-assisted extraction. Professional supports 1GB and Premium 5GB.
What does the Bank Statement Analysis agent do?
It reads bank statements and returns a structured summary of transactions, recurring payments, and unusual activity. You can ask follow-up questions about specific periods or counterparties, and answers reference the page they came from. Review output against source documents before relying on it for filings or audit work.
Can FynePDF extract text from scanned invoices and receipts?
Yes. OCR converts scanned invoices, receipts, and photographed documents into searchable, selectable text you can copy and cross-reference. It handles printed material; handwritten entries aren't supported.
Can I compare two versions of a financial statement?
Yes. Compare PDF helps review changes in figures, dates, and footnotes between financial statements, with source citations you can check. Add two or more files within your plan's combined size limit. There is no file-count cap, but your plan's AI allowance and per-document page limit still apply.
Does FynePDF support archival formats for regulatory retention?
Yes. The PDF/A converter applies ISO-standard archiving, producing files suitable for long-term regulatory retention.
Is it safe to upload client financial statements?
Files are encrypted in transit with 256-bit TLS and deleted after processing unless you save them to your library. FynePDF staff do not manually read your documents, and files are never sold or used for AI training. For added protection, redact account numbers and client identifiers before uploading.
How large a file can FynePDF handle?
The ceilings differ by tool type. Basic tools like compress and merge handle 600MB on Free and 5GB on Professional and Premium. AI tools and agents accept 15MB and 50 pages on Free, 100MB and 2,000 pages on Professional, and 250MB and 3,000 pages on Premium.
What happens to client files if we cancel?
You have 15 days to download anything saved to your library. Your account then reverts to the Free plan's 500MB library allowance, and saved files beyond that are removed. Files never saved to your library were already deleted after processing.
All-in-one PDF & AI workspace
AI PDF tools for accountants
Analyze bank statements with AI, convert PDFs to Excel, OCR scans and redact client data. Unlimited AI analysis on Professional.