Data

Financial Document Analyzer — categorize bank transactions instantly

Time saved:  
8
 hours
Codewords

What does the financial document analyzer do for you?

It quickly scans your bank statements and sorts every transaction into categories, so you understand your finances without lifting a finger. Upload your PDFs or digital statements — see clear reports in just moments, instead of spending hours with spreadsheets. You’ll always know exactly where your money goes, making expense reviews effortless.

How can you get categorized transaction data fast?

Just upload your financial statements and the analyzer gets right to work in the background. No manual entry needed. Within minutes, you’ll get a detailed summary of your spending, deposits, and trends. This means you can spot patterns, control your budget, and prepare for audits in a fraction of the usual time. Use the results instantly in your own workflows or export as needed.

Is my sensitive data safe with this process?

Yes — your privacy is protected from start to finish. The analyzer runs securely, and you’re always in control of your documents. Files are processed only as needed and never used beyond your task.

What do you need to get started?

To begin, have your bank statements ready in PDF or digital format. Start a run, upload your files, and the system handles the rest. No technical skills or setup required. You’ll access categorized data in minutes, ready to support your financial planning or reporting.

Your next product is
one conversation away.

Contents
Ready to try CodeWords?
Get started free
Sign up
Sign up