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.
Every month, the same story: stacks of PDF bank statements arrive and your staff spends hours typing transactions into spreadsheets. Eyes blur. Mistakes happen. Talented people do mind-numbing work.
Every hour on data entry is an hour not spent on billable, advisory, or client work.
Multiply that by 50, 100, 300 clients. The math is ugly.
Typos, missed transactions, wrong amounts. Manual entry is a liability.
You're paying skilled people to do copy-paste work instead of billable hours.
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.
RBC, TD, Scotiabank, BMO, CIBC, Tangerine, and more. Credit card statements too.
Statements sorted by client and fiscal year automatically. No more hunting through folders.
Output formatted exactly how your team prefers it. Your categories, your columns, your workflow.
Upload the same statement twice? Caught and flagged before it causes problems.
We process and delete. No storage. Files stay in your cloud. Canadian privacy compliant.
Custom build, ongoing maintenance, support, and updates. You just upload PDFs and review spreadsheets.
Plug in 3 numbers. See what you're losing every month.
All major Canadian banks: RBC, TD, Scotiabank, BMO, CIBC, National Bank, Tangerine, Simplii, and 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. Canadian privacy compliant.
No commitment, no credit card. Just a real demo with your real data so you can see exactly what you'd get.