Analyze bank and Credit card statements with AI
You clients have bank or credit card statements that need to be processed and categorized? No problem, StatementIQ can make it easy to generate report in minutes!!
What Our Customers Say
Discover how StatementIQ software solutions have helped professionals and small businesses streamline their workflows, boost productivity, and grow their businesses
Efficient client interactions are key in our industry. BrightReturn's tools have streamlined our workflow, ensuring prompt payments and smooth document sharing.
Keith Nixon
Owner, Restaurant, Texas
StatemetIQ has transformed how I manage my bookkeeping business. Their software is easy to use, saving me time and helping me provide value added insights to my clients. It's been a game-changer for our business.
Negi
CPA Practice, Minnesota
Statement Analytics
Analyze Bank and credit card statements using GenAI
- Trend Analysis
- Upload any number of documents to a folder and do a trend analysis of statements over quarter, 6 months or year period.
- Spending by Category
- Categorize your transactions from multiple statements automatically and get aggregate spending by category.
- Actionable Insights
- Add insights to your report automatically with Agentic AI by analyzing unusual transactions and patterns.
Client Portal and reports
Keep track of all your clients in one place, including reports generated and transactions categorized.
- Analysis Reports
- Generate automatic reports and share with your clients with charts and intuitive graphics that is customized for you.
- Categorized Transactions
- Get all your transactions categorized in CSV file format for easy integration with Quickbooks, Xero, many other softwares.
- Greater control
- Decide on what you would like your clients to see – generated report, categorized transactions or both. You will be notified when they securely access these files.
Payments on the Go
Our pay-per-use plans allow you to use StatementIQ for 1000 pages per month for free
- Documents
- Upload any number of PDF files from one or more banks to a single folder and generate reports with a click.
- Iterative reports
- Reports are generated for any number of statements uploaded to a folder for a particular client, allowing you to custom define date range of reports to be shared.
- Recharge when needed
- Want to process more documents? Just recharge your account with one of the 4 available options under Settings and generate reports immediately.
Free
Signup and get started1000 pages
/month
- AI Powered Statement Analysis
- Detect Unusual Spending
- Smart Transaction Categorization
- Seamless Integration
- In-Depth Financial Reports
- Intuitive Data Visualizations
Your Partner in Business Success
Why Choose StatementIQ?
Discover the benefits of using BrightReturn software solutions to streamline your workflows, boost solutionivity, and grow your business
AI Powered Statement Analysis
Instantly transform bank and credit card statements into actionable insights.
Smart Transaction Categorization
Automatically classify expenses and income with high accuracy.
In-Depth Financial Reports
Generate professional-grade analysis with clear summaries and detailed breakdowns.
Intuitive Data Visualizations
Unlock trends with automatically created charts and graphs.
Detect Unusual Spending
Identify outliers, anomalies, and unexpected financial patterns.
Export-Ready Data
Download categorized transactions as CSV for use in accounting or tax software.
Secure Client Portal
Share reports and data safely with clients in a branded environment.
On-Demand Usage
Pay only when you need it with a simple credit-based system.
Fast PDF Processing
Upload statements and get results in minutes, not hours.
Seamless Integration
Compatible with popular accounting and tax software platforms.
Bank-Grade Security
End-to-end encryption ensures your financial data stays protected.
Scalable for All Needs
From individuals to firms, use StatementIQ without long-term commitments.