Reconciliation Feature

Import Bank Statements, Auto-Match Receipts

🚧Coming Soon — This feature is in active development. Join the waitlist to get early access.

Upload your bank statement in PDF or CSV format. Our AI extracts every transaction and automatically matches charges to your scanned receipts — turning hours of manual reconciliation into a one-click workflow.

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Imported Statement — Chase Business Checking
12/15WHOLE FOODS #10234
GroceriesReceipt Matched-$51.11
12/15UBER TRIP 8F3K2
TransportReceipt Matched-$24.50
12/14AMAZON.COM*2K8HT
OfficeNo Receipt-$89.99
12/14STRIPE TRANSFER
IncomeIncome+$3,200.00
12/13STARBUCKS #8821
DiningReceipt Matched-$6.45
12/12ADOBE *CREATIVE
SoftwareReceipt Matched-$54.99

6 transactions imported

4 of 5 expenses matched to receipts (80%)

How Bank Statement Import Works

Go from raw bank data to fully reconciled books in three simple steps.

1

Upload Statement

Drag and drop your bank statement in PDF or CSV format. We support statements from Chase, Bank of America, Wells Fargo, Capital One, and hundreds of other banks and credit unions.

2

AI Extracts Transactions

Our AI parses the statement and extracts each transaction with date, description, amount, and running balance. PDF statements are OCR-processed; CSV files are parsed instantly.

3

Auto-Match Receipts

ReceiptLyzer cross-references each bank charge against your uploaded receipts by amount, date, and vendor. Matched transactions are flagged green; unmatched ones are highlighted so you know which receipts are missing.

Powerful Reconciliation Features

Everything you need to keep your books clean and audit-ready.

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PDF & CSV Support

Upload statements in PDF for AI extraction or CSV for instant parsing. Both formats produce identical structured output.

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Smart Matching

AI matches bank charges to receipts using amount, date proximity, and vendor name similarity with fuzzy matching.

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500+ Banks Supported

Works with statements from Chase, BofA, Wells Fargo, Capital One, Amex, and hundreds more US and international banks.

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Missing Receipt Alerts

Instantly see which bank charges have no matching receipt so you can track down documentation before tax time.

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Reconciliation Report

Export a full reconciliation report showing matched, unmatched, and income transactions for your accountant.

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Bank-Grade Security

Statements are encrypted in transit and at rest. We never store your bank login credentials — only the uploaded file.

80% Auto-Match Rate

On average, ReceiptLyzer automatically matches 80% of bank transactions to uploaded receipts, reducing manual reconciliation time from hours to minutes.

Reconcile Your Books in Minutes, Not Hours

Stop manually cross-referencing bank statements with shoeboxes of receipts. Upload once and let AI do the matching for you.

Start Free — No Card Required