BankSheet Pro

Document operations for accountants, agencies, legal studios, and admin teams that still live in PDFs.

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Review-first document automation

Turn messy PDFs into reviewed data, export packs, and polished documents.

Upload bank statements, invoices, and admin PDFs. Extract structured records, validate results with your team, export CSV or Excel whenever you want, and generate client-ready PDFs from reusable company templates.

Create your workspace See the dashboard

Step 1

Upload PDFs, scans, or admin documents in one workspace.

Step 2

Review extracted rows before anything becomes export-ready.

Step 3

Export approved data and re-download it later from your archive.

Bank statement workflow

From raw statement to approved export

Processing

Import profile

Banca Intesa - monthly retail statement

Template-aware

Detected transactions

Structured rows ready for reviewer approval

Quality

97.4%

Date Description Debit Credit Balance
07/06/2026 Mario Rossi Consulting - €1.240,00 €8.923,12
08/06/2026 Office rent €1.100,00 - €7.823,12
09/06/2026 Cloud tools €89,00 - €7.734,12

Exports

CSV, Excel, JSON

Re-download whenever the client asks again.

Output PDFs

Invoices, quotes, letters

Generated from reusable company templates.

What strong competitors do well

The market has moved beyond plain OCR.

Serious document automation products now emphasize review workflows, reconciliation, audit trails, team permissions, export history, and secure delivery, not just “extract text from PDFs”.

Extraction that survives ugly inputs

Scanned PDFs, multi-page statements, mixed layouts, and low-quality uploads need OCR fallback and validation logic.

Human review before export

Professionals want confidence scoring, approval gates, and exception handling before CSV leaves the system.

Security as a front-page promise

Role-based access, audit logs, private storage, and retention rules help buyers trust the product with client data.

Import profiles by company

For bank statements, users need configurable extraction profiles, not only output-document templates.

Processing

Document ingestion with review gates

Upload PDFs, queue processing, validate extractions, approve rows, and keep a reliable export history.

Templates

Document templates

HTML templates for invoices, letters, quotes, and generated client PDFs.

Next phase

Extraction templates

Company-specific import profiles for bank statements, recurring invoice layouts, and CSV normalization rules.

Teams

Company workspaces

Owners, admins, reviewers, and uploaders working inside the same secure document archive.

Production-grade direction

What BankSheet Pro should grow into

  • OCR fallback for scanned or low-clarity PDFs.
  • Company employee invitations and role-based permissions.
  • Saved export archive with re-download and audit trail.
  • Company extraction profiles for bank-specific statement layouts.
  • Confidence scoring, reconciliation checks, and reviewer queues.
  • Private storage, retention policies, backups, and monitoring.

Why teams switch

Less manual cleanup. More confidence when exporting client data.

Review-first workflow

Approvals matter more than flashy extraction claims when accountants need reliable CSV output.

Secure delivery

Private file access and controlled re-downloads keep generated PDFs and exports inside the right company boundary.

Reusable profiles

Production systems win by learning recurring layouts, not by forcing users to fix the same rows every month.

Archive and traceability

Find the original file, the extracted rows, the approver, and the exported output without leaving the workspace.

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