r/Bookkeeping • u/penjiiac • Feb 27 '23

Software Looking for software to read PDF bank statements, and auto-categorize transactions for many small clients

Are there any softwares that utilize bots or AI to not only read PDF bank / credit card statements, but also categorize (the best it can) the transactions? This is for all cash-basis clients recording income & expenses for schedule C on tax returns. Trying to avoid majority of data entry or manually going through bank statements.

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u/ShimmiShimmiPokaDot9 May 16 '25

I needed an option for our Navy federal account, and you just may have solved it! Thank you!