Document Analysis

Bank Statement Analyzer

An AI tool that reads bank statement PDFs, extracts every deposit, classifies each by income source, and detects recurring patterns — for cross-checking reported income against actual deposit activity.

Step by step

1. Add statements

   Drag bank statement PDFs onto the drop zone or browse to select them (multiple months improve pattern analysis).
2. Review the queue

   Remove unwanted files, or use Clear All to start over.
3. Analyze

   Click Analyze Statements; each file is processed in turn with live progress.
4. Read the report

   Review the merged report once all files finish.
5. Ask follow-ups

   Use the chat box to ask questions about the deposits or patterns.
6. Start fresh

   Click Analyze New Statements to reset.

What you get

A multi-section report — Statement Overview cards, a Deposit Summary with a source breakdown, a sortable Deposits table, Recurring Patterns, and Notes for Income Verification that flag transfer, cash, and government deposits. A follow-up AI chat is available (20 messages per analysis), and a usage indicator shows your remaining weekly analyses. Output is on-screen only — there is no export.

Tips & notes

• Upload several months at once; cross-statement patterns are stronger evidence of income regularity.
• Watch the Notes for Income Verification — transfer and cash deposits are flagged as possibly undocumented income.
• Each file consumes one analysis against your weekly limit; a large batch can exhaust it.
• There’s no export — capture the results before resetting.