Drop a PDF bank statement, get a clean spreadsheet in under 2 minutes. Your staff didn't get hired to type numbers all day. Free them.
Drop a PDF into your cloud folder, the same place you already store client files. That's it. No learning new software. No changing how your team works.
Drop PDF statements into your existing cloud storage (OneDrive, Google Drive, or Dropbox). We adapt to your workflow.
Flowboost extracts every transaction (dates, descriptions, amounts) and formats it exactly how your team needs it.
Get an email when it's ready. Open your spreadsheet. Approve and get back to the work that actually matters.
All the major Canadian and US banks, plus credit card statements. If we haven't seen your bank's format yet, we'll add it.
Upload the same statement twice? Caught and flagged before it causes problems.
Files stay in your own cloud. We process inside your storage, nothing gets moved out. Privacy-first by design.
Every hour your team spends typing statements is an hour not spent on billable work, and it is worse during catch-up and cleanup projects where the backlog piles up fast. Plug in 3 numbers and see what it costs you every month.
Pick the plan that fits your monthly volume.
Prices in CAD. More than 150 statements a month? Contact us for a custom plan → · Full details & FAQ →
This has been perfect. Converted 400 lines in minutes and I didn't have to pay anyone to type it out. The monthly fee to you guys already got covered.
All major Canadian and US banks: RBC, TD, Scotiabank, BMO, CIBC, National Bank, Chase, Bank of America, Wells Fargo, and many more. If you have a bank we haven't seen yet, we'll add support for it.
Every processed statement lands in a "Needs Review" folder for a quick once-over before final approval. The system also runs automatic balance checks and duplicate detection. Accuracy exceeds 99%, so reviews are fast and usually just a formality.
Yes. Flowboost handles scanned documents, not just digital PDFs. Clear scans work best, but we can process what you have.
Most firms are fully operational within one week. We spend the first couple days learning your workflow, then build and test your custom automation, and by day seven you're live.
We process data in real-time and don't store it. Your statements stay in your cloud storage. All connections are encrypted.
No commitment, no credit card, and your data never leaves your own cloud. On the call we'll run your real bank statement through Flowboost so you see exactly what you'd get.