StatementPort converts bank and credit-card statements (PDF or scan) into structured exports (CSV, Excel, QBO, OFX) and validates the result against the statement's own running balance. The service is currently in early access: members are onboarded in batches, and the first 20 pages are free with no payment details collected.
Paid plans bill monthly and can be cancelled anytime from your account, effective at the end of the billing period. If you're unhappy, email us within 14 days of a charge and we'll refund it — no forms, no calls.
Every conversion runs a balance reconciliation check, and rows that don't tie out are flagged for review. Flagged rows are exactly that — items requiring your judgment. You're responsible for reviewing flagged output before relying on it in books, filings, or lending decisions. StatementPort is a data conversion tool, not accounting, tax, or financial advice.
Only upload documents you have the right to process. No use of the service for unlawful purposes, and no attempts to probe, overload, or reverse-engineer it.
The service is provided "as is". To the maximum extent permitted by law, our total liability for any claim is limited to the amount you paid us in the three months before the claim arose.
Questions: support@statementport.com. These terms are governed by the laws of the State of New York, USA.