Bank statements into Excel, with every balance checked
Upload a statement from any bank, digital or scanned. Caelum reads every transaction and checks each one against the running balance the bank printed, so you know the data is complete before it goes anywhere.
- Any bank, any layout, no templates
- Every printed balance checked, row by row
- A year of statements in one PDF, separated for you
- Excel, CSV, Xero, QuickBooks or Sage
Checked against the bank’s own figures
A statement prints its balance beside each line. Caelum works through it from the opening balance, so a missed, doubled or misread transaction shows up as the exact row where the balance stops agreeing.
- Money in read as money out? The balances show which way it went, and it is put right
- An amount lost over a page break is worked out from the balances either side
- The closing balance must match the statement to the penny
Into your books in the format they expect
Download one statement or all of them, as an Excel workbook, CSV files, or a bank import ready for Xero, QuickBooks or Sage. The columns are the same every time.
Twelve statements in one PDF
Scanned a year of statements as one file? Upload it as it is. Each statement is found, checked on its own and filed in Bank & card statements.
Also included
- A careful second read
- For a faint scan, run it again with the Precision model and pay only the difference.
- Password-protected PDFs
- Unlocked on your own computer before upload; the password never reaches Caelum.
- API and webhooks
- Send statements from your own software and be told by webhook when the data is ready.
- Hosted in the UK
- Encrypted per document and deleted on a retention schedule you can see.
Who it is for
- Accountants and bookkeepers
- Bring clients’ bank data into your practice software without retyping, and spot gaps before the year end.
- Finance teams
- Reconcile accounts faster and keep a checked copy of every statement and its data.
- Lenders and platforms
- Read applicants’ statements through the API for affordability checks.
Questions
Anything else? Get in touch.
Which banks does it work with?
Any bank. Caelum reads the statement as a person would rather than relying on templates, so new layouts work without setup.
Can it read scanned statements?
Yes. Scans and phone photos are read too; for a poor scan, the Precision model gives a more careful second reading.
What if the balances do not add up?
The row where they stop agreeing is marked and the difference shown, so you can check the original or run it again. Nothing is hidden.
My statement is password protected. Can I still use it?
Yes. Enter the password when you upload and the file is unlocked on your own computer; the password never reaches Caelum.
How is it charged?
By the page. See the pricing page for plans and pay-as-you-go rates.
Try it on your own statements
Free credits when you sign up, no card needed if you sign up with a business email. Upload a statement and see the rows, and the check, in under a minute.