Your bank sends a PDF every month, and the numbers stay locked inside it. This converter is for the plumber, clinic owner, or shop manager who reconciles by retyping rows into a spreadsheet. Convert PDF bank statements into a live transaction database instead: Taskade Genesis reads each statement, pulls out every transaction, and files it as a clean record you can search, sort, and total in seconds.
What's Included
- Transaction Database: every date, payee, amount, and balance from your statements lands in one sortable table — no copy-paste.
- Monthly Spending Rollups: totals by category and by month, so you see where the money went without building formulas.
- AI Agent: ask plain questions like "how much did we spend on fuel in May?" or "which payments hit twice?" and get answers from your own records.
- Duplicate and Fee Flags: the agent marks repeated charges and bank fees for review, so surprises do not hide in the noise.
- Automation: when a new statement is added, an automated flow extracts the transactions and posts a summary to your team — nothing to remember.
How To Use
- Open the live app on this page, then clone it into your Taskade workspace.
- Upload last month's PDF bank statement; the AI extracts every transaction into the database.
- Switch to Table view — one of 7 project views — to sort by payee, amount, or date.
- Tag transactions to your real categories — jobs, suppliers, payroll — using connected projects.
- At month end, ask the agent for a reconciliation summary. Done in minutes, not an evening.
Browse more operator-built tools in the Community Gallery, or pair this with the PDF invoice converter above to see money in and money out side by side.