Built for Treasury Teams, CFOs, and Analysts who are tired of document debt. Dense bank analysis PDFs — converted to clean, pivot-ready Excel in seconds.
Invite-only. No spam, no pitch deck.
Built for Treasury Management. Trusted by finance teams.
Drop in your bank analysis PDF — TD, JPMorgan, Wells, BoA. Any format, any bank. No configuration required.
Merged cells, nested headers, and formatting artifacts are stripped out. The data structure is normalized automatically.
Pivot-table-ready Excel. No merged cells. Consistent column headers. Ready to analyze the moment it lands.
Treasury teams, controllers, and analysts don't have time to reformat documents. Every cycle spent on cleanup is a cycle not spent on the actual work.
Every row is a record. Every column is a field. No exceptions.
Same columns, same format — regardless of which institution or which reporting period you're working with.
No more waiting on someone to clean it up first. From PDF to pivot table in under a minute.
Whether you're running one entity or consolidating across dozens, the output structure stays consistent across every account and every institution.
We're running a closed beta with a small group of finance teams. If your team is spending real time on bank statement cleanup, reach out.
Invite-only beta — or reach out directly at max@tryflattnd.com