Extract & Categorize
Transform chaotic documents into organized intelligence

Instantly identify, extract, and categorize key information from bank and credit card statements. Turn hours of manual work into seconds.

One unified view of all your extracted account information

Instead of juggling multiple spreadsheets and documents, Extract & Categorize consolidates all your bank and credit card PDFs into a single, searchable interface—even if they're out of order and low quality.

See all accounts at a glance, with how much money transferred in and out for each account.

Interactive timeline view of aggregated spending across all accounts. Filter by categories or individual accounts.

Aggregated inflows, outflows, and total number of transactions.

Every transaction automatically categorized and searchable

No more manual data entry or endless highlighting of bank statements. Extract & Categorize turns messy PDFs into organized, filterable transaction data.

Instant search across multiple fields.

Apply date range filters to inspect specific dates.

Sort by any column, or combine column filters.

Identify categories where money was spent or received.

Find identified merchant names.

See which account a transaction belongs to.

Any statement, any quality

Upload any type or quality of PDF statement—even poorly scanned, out of order documents—and get clean, organized data in seconds

Intelligent categorization

Advanced AI automatically categorizes every transaction with forensic-grade accuracy—no manual work or templates required

Other attorneys are already using AI. Don't get left behind.

While you're spending weeks manually reviewing bank statements, forward-thinking attorneys are delivering forensic insights in hours. Don't let outdated methods cost you clients—or cases.