CapyParse - Convert PDF bank statements to CSV, Excel, or QuickBooks format.

CapyParse is an advanced bank statement converter that simplifies the process of converting PDF bank statements into CSV, Excel, or QuickBooks formats. Utilizing AI technology, it automatically extracts, organizes, and analyzes financial data, enabling users to save time on manual data entry and gain instant insights into their finances.

1. PDF Bank Statement Conversion

   Easily convert bank statements from PDF format into CSV, Excel, or QuickBooks formats, streamlining your financial data management.

2. AI Processing

   CapyParse employs advanced AI to automatically extract and categorize all transactions, reducing the time spent on manual data entry.

3. Flexible Exports

   Export your data in various formats including JSON, CSV, and Excel, or utilize the interactive spreadsheet viewer for enhanced data analysis.

4. Analytics and Insights

   Generate insights and visualizations from your bank statement data, helping you make informed financial decisions.

5. Time-Saving Features

   Save over 2 hours per statement on average by automating transaction categorization and identifying potential tax deductions.

6. US Bank Support

   Optimized for processing bank statements from major US financial institutions, including Chase, Bank of America, and Wells Fargo.

7. Custom Field Mapping

   Customize export fields to align with your specific accounting software requirements, ensuring seamless integration.

1. Sign up for a free trial on the CapyParse website to start using the service.
2. Upload your bank statements in PDF format (CSV and image uploads are coming soon).
3. Allow the AI to process your statements, which will automatically extract and categorize transactions.
4. Choose your preferred export format (CSV, Excel, or QuickBooks) for easy integration with your accounting software.
5. Utilize the interactive spreadsheet viewer to analyze your data further and generate insights.

What is CapyParse?

CapyParse is a tool designed to convert PDF bank statements into various formats like CSV, Excel, and QuickBooks, utilizing AI to automate data extraction and organization.

How does CapyParse work?

Users upload their bank statements in PDF format, and CapyParse's AI processes the data to extract and categorize transactions, which can then be exported in multiple formats.

Can I use CapyParse for banks outside the US?

Currently, CapyParse is optimized for US financial institutions, but there are plans to expand support for international banks in the future.

Is the data exported by CapyParse secure?

CapyParse prioritizes user privacy and data security, ensuring that all financial information is handled with care.

How can I get started with CapyParse?

To get started, visit the CapyParse website, sign up for a free trial, and upload your bank statements to begin the conversion process.

Price data is not available yet, please go to the official website to check.

1. CapyParse effectively automates the conversion of bank statements, significantly reducing the time required for data entry and analysis.
2. The AI processing feature is robust, providing accurate categorization of transactions and identifying potential tax deductions.
3. However, the current limitation to US banks may restrict its usability for international users.
4. Future enhancements could include support for additional languages and international banks to broaden its appeal.
5. Overall, CapyParse offers a valuable service for users looking to streamline their financial data management, but expanding its capabilities would enhance its utility further.