Every transaction,
structuredstructured
Drop in a pile of bank, credit card, and check statements, even scanned and out of order. CounselPro pulls every transaction, categorizes it, and links it to the exact page it came from.
We process statements from over 10,000+ financial institutions
The whole case, in one table
Every statement you upload lands in one place: each transaction pulled with its date, description, amount, category, and account. Search it, filter it, export it.
Spending by category
| Date | Description | Category | Account | Amount | Source | |
|---|---|---|---|---|---|---|
| Mar 3 | Payroll · Delta Systems Inc | Income | Checking ····5693 | +$6,240.00 | p. 4 | |
| Mar 5 | Zelle to M. Reyes | Transfer out | Checking ····5693 | −$3,100.00 | p. 4 | |
| Mar 8 | Mortgage · Summit Home Loans | Loan payments | Checking ····5693 | −$2,480.00 | p. 5 | |
| Mar 11 | Whole Foods Market #204 | Food and drink | Credit Card ····2214 | −$186.42 | p. 12 | |
| Mar 14 | Transfer from Savings | Transfer in | Checking ····5693 | +$5,000.00 | p. 5 | |
| Mar 16 | Delta Air Lines | Travel | Credit Card ····2214 | −$842.30 | p. 13 | |
| Mar 19 | Overdraft fee | Bank fees | Checking ····5693 | −$35.00 | p. 6 | |
| Mar 22 | Check #1180 · Vega Contracting | General services | Checking ····5693 | −$4,500.00 | p. 9 |
Bring the messy stack
The worse the discovery dump, the more this matters. CounselPro reads the formats that break other tools and turns them into clean rows.
Virtually any U.S. institution
Big banks, regional banks, and credit unions. CounselPro builds a custom reading plan for each statement's layout instead of relying on a fixed list, so an unfamiliar format still reads cleanly.
Splits a mixed pile automatically
One PDF with a dozen accounts jumbled out of order becomes separate monthly statements, sorted by account, even when a statement prints no date.
Scans, faxes, and photos
A crooked phone photo or a tenth-generation fax still gets read. CounselPro runs the page through OCR first, then pulls the numbers.
Did you get every month?
CounselPro sorts the whole pile by account and lays out the months you have, so a gap in the records is obvious before it costs you at a hearing.
Duplicate statements caught
Upload the same month twice and CounselPro flags it so you can compare and delete, instead of double-counting the transactions.
Internal transfers marked
Money moving between a client's own accounts is tagged and left out of the income and spending totals, so a transfer never counts twice.
Every number, back to its page
Click any transaction and CounselPro opens the statement at the exact page it came from. Every figure on the screen traces back to the paper, so you can prove it, not just assert it.
Checks read by evidence
Each check's direction comes from the deposit slip or the drawer's own account, never a guess. When there's no evidence either way, it's flagged for you to confirm.
What it can't read, it flags
A figure too blurry or missing from the page is marked for review, never quietly filled in. You see the gap instead of a fabricated number.
Categorized, not just captured
Every transaction is sorted into a category you can filter and total, so the data is ready to work with the moment it lands, not after a week of manual tagging.
Want CounselPro to balance every statement to its printed totals and correct a figure that's off against the source? That's the reconciliation layer, part of the Premier plan.
See reconciliationBank-grade security,
hosted in the USA.
We protect your client's sensitive financial data with AES-256 encryption and strict isolation protocols. Hosted exclusively on US-based servers.
Built on a foundation that is continuously monitored to ensure the highest standards for security, availability, and confidentiality.
We never use your client's data to train our models. Your information remains yours, isolated and private.
All data is processed and stored exclusively on US servers (East, Central, & West), complying with domestic data laws.
Free trial
See it on a real matter first
Firms and consultancies can run a full proof of concept before committing to an annual plan. We process one of your real matters end to end under a mutual NDA. Sign, and that project is free.
Stop drowning in
financial documents.
Join the forward-thinking professionals processing over $10B+ in transactions with CounselPro.