FlowSheet

Upload a PDF bank statement and get a clear income and expense summary, plus optional AI insights and questions.

FlowSheet helps you make sense of a bank statement without manual spreadsheets. Pick a PDF from your device and get a structured view of where money went and what came in.

What you can do:

• Upload PDF statements — One tap to choose a statement; analysis runs in the app.
• See income and expenses — Grouped line items so long statements stay readable.
• Context from your document — Helpful notes when something is unclear or worth double-checking.
• Explore with an advisor-style assistant — After analysis, get suggested angles to think about and ask your own questions based on the results.
• Built for phone and tablet — Use it comfortably on iPhone or iPad.

FlowSheet is a readout and exploration tool, not a replacement for your bank, accountant, or tax professional. Always verify amounts and details against your original statement and official records.