dividers so each state can be inspected. NOTE: Wizard steps 3-5 (Extract & review · Validate & values · Export) reproduce the STATIC STRUCTURE only. There is NO live extraction pipeline in this demo — the PDF page images (/api/extractions/.../page/N.png) will not resolve, the reconciliation figures are canned, and every @onclick handler has been dropped. -->

Ingestion / Document extraction

Extraction jobs

2 jobs in progress · pick up where you left off or start a new one

In progress

processing + queued

Needs review

awaiting your check

Completed

moved to staging

Transactions extracted

148

across all jobs

DocumentPagesStatusUpdatedActions

▤

Mercury-Checking-Statement-2026-06.pdf

Mercury Business Checking · 41 txns

6 pages

Needs review

18 min ago

▤

Square-Deposits-May-2026.pdf

Chase Business Complete · —

4 pages

Processing

2 min ago

▤

Amex-Business-Gold-June-2026.pdf

Amex Business Gold · —

3 pages

Queued

just now

▤

Mercury-Checking-Statement-2026-05.pdf

Mercury Business Checking · 53 txns

6 pages

Completed

2 days ago

View staging

▤

Chase-Business-April-2026.pdf

Chase Business Complete · 54 txns

5 pages

Completed

2026-05-04

View staging

▤

Toast-Payout-Report-Scan.pdf

Mercury Business Checking · —

2 pages

Failed

3 days ago

▤

Bank-of-America-March-2026.pdf

Bank of America Business · —

7 pages

Cancelled

2026-04-11

Ingestion / Document extraction

Upload statement

▤ Mercury-Checking-Statement-2026-06.pdf

✓ Upload

✓ Select pages

03 Extract & review

04 Validate & values

05 Export

Bank account

Required — every extraction is tied to one account so duplicates are caught and rows flow into staging.

⤒

Drop a bank statement PDF here

or click to browse — we'll detect pages, tables and totals automatically

Browse files

PDF · scanned or digital · up to 25 MB

⛶

Crop any region

Draw a box around a table or total and extract just that section.

✦

Confidence scoring

Every cell is graded; low-confidence values are flagged for review.

⇋

Auto-reconcile

Extracted totals are checked against the statement summary automatically.

⚠ Statement doesn't match yet — 1 of 4 check(s) off. Fix flagged rows, add a missing transaction, or use Select region; this re-checks as you go.

Pages

! ▦ SUMMARY

Needs fix

•

Review

✓

Accepted

Summary ⚠ 1 of 4 off

ItemStatementExtractedMatchOff by

Deposits count 18 18 ✓ Match —

Deposits total $24,918.44 $24,918.44 ✓ Match —

Withdrawals total $19,806.12 $19,718.62 ⚠ Off −$87.50

Closing balance $12,431.09 $12,431.09 ✓ Match —

Account details · extracted from PDF

Account holderRiverside Cafe LLC

Account numberMercury ••••4471

Statement periodJun 1 – Jun 30, 2026

Transactions · page 2 ⚑ 2 to review

DateDescriptionAmountTypeConf.

97%

61%

95%

84%

4 rows on this page Net −$513.15

Transactions · page 4 ✓ Accepted

DateDescriptionAmountTypeConf.

99%

98%

96%

3 rows on this page Net −$315.22

Transactions · page 5

This page has no data to extract

Nothing was read from this page automatically. If it should contain transactions, Select region to draw the area to extract from, or Add transaction to enter one by hand.

Destination

⬇

Download file

✓

Save a CSV, Excel, or JSON file to your computer.

✦

Process in Zie Pie Books

Post extracted transactions straight to Staging review for the ledger.

Format

.CSV

CSV

Flat file for any spreadsheet

.XLSX✓

Excel

Formatted workbook with totals

.JSON

JSON

Structured, for integrations

Options

Include confidence scores

Add a per-row confidence column

Include source page references

Trace each row back to its PDF page

Include running balance

Carry the computed balance column

Split deposits / withdrawals

Separate sheets (Excel only)

Export summary

DocumentMercury-Checking-Statement-2026-06.pdf

Account••••4471

PeriodJun 1 – Jun 30, 2026

Transactions41

Reconciliation✓ Balanced

Preview · XLSX

Date,Description,Amount,Type,Page,Confidence
06/02/2026,Square Inc — daily card settlement,1284.60,Credit,2,97
06/03/2026,Sysco Food Services — invoice 88412,-1942.18,Debit,2,61
06/03/2026,Toast POS — payout,962.75,Credit,2,95
06/04/2026,PG&E — utilities autopay,-418.32,Debit,2,84
06/12/2026,Payroll — Gusto run #0612,-6204.00,Debit,3,100
06/22/2026,US Foods — invoice 55019,-1106.40,Debit,4,99
06/24/2026,Square Inc — daily card settlement,1533.18,Credit,4,98
06/26/2026,Riverside Roasters — coffee beans,-742.00,Debit,4,96
…  (41 rows total)