Extraction
Turn a discovery pile into rows
Hand over the production the way discovery handed it to you. Every page is read, every transaction comes back as a row you can sort and total, and every row keeps the statement page it was printed on.
What you upload
What comes back
However discovery gave it to you
One PDF, a dozen accounts
A jumbled production is split into individual monthly statements and sorted by account.
Scans, faxes and phone photos
A crooked photo or a tenth-generation fax is read as an image first, then the figures come off the page.
Months out of order
Statements go back into sequence per account, even when a statement prints no date on the page.
The same month twice
A duplicate is flagged the moment it lands, so you compare the two and keep one.
Sources
Virtually any U.S. institution
Big banks, regional banks and credit unions. CounselPro builds a reading plan for each statement’s layout, so a format it is seeing for the first time reads as cleanly as one it has read a thousand times.
Investment statements open Q4 2026
Brokerage and retirement statements are built and running for early accounts today, and they open to everyone in Q4 2026. Tax documents follow on the same roadmap.
One workspace
The whole case in one table
Every statement you upload lands in one place, each transaction carrying its date, description, amount, category, account and source page. Search it, filter it, total it, export it.
Total inflows
$41,280
Total outflows
$33,940
Transactions
1,248
| 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 ••9832 | 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 |
What one printed line becomes
A statement prints a date, some words and a number. CounselPro turns that into a record you can sort, filter and total, and every row keeps the page the line came from.
Checking ••5693 · March 2024 · page 9
The record it becomes
- Date
- 2024-03-22
- Description
- Check #1180 · Vega Contracting
- Amount
- $4,500.00
- Direction
- Money out
- Account
- Checking ••5693
- Category
- General services
- Statement page
- p. 9
Click the page and the statement opens at page 9, exactly as the bank printed it. Every figure on every screen and every export is anchored there.
Did you get every month?
CounselPro sorts the whole pile by account and lays out the months you hold, so a gap in the records shows up now, while there is still time to ask for the month.
- Statement produced
- Still to come
Duplicate statements flagged
Load the same month twice and CounselPro says so, so the month counts once.
Internal transfers marked
Money moving between a client's own accounts is tagged as a transfer, so the income and spending totals count money that actually came in and went out.
Evidence
Every row comes off the page
A figure becomes a row when the statement prints it, and it is read again against the page image until it matches what the bank printed. Where the records are silent, the row comes back to you flagged, with the page beside it.
Checks carry their own direction
Whether a check was money in or money out is taken from the deposit slip or from the drawer's own account. Where the evidence is open either way, it comes back flagged for you to confirm.
The cardholders come back named
A card statement prints the people who hold a card on that account, so the read comes back with who they are and how many there were. A card you are seeing for the first time is a finding on its own.
Where the rows go next
Extraction is the floor everything else stands on. Once the rows exist, three things open up.
Reconciliation
Every cycle balanced against the beginning and ending totals the bank printed on that statement, and a month that comes up short is read again. Part of the Premier plan.
See reconciliationDaystrom AI
Put a question to the statements the way you would put it to a forensic accountant, and get back an answer with the page every figure came from.
See DaystromInsights
Totals by category, spending over time, and the accounts the money actually moved between, built off the rows the moment they land.
See insightsStart with your messiest file
Bring the production that broke the last tool: the fax, the phone photos, the one PDF holding nine accounts. That is the file worth testing this on.
Bank, card and check statements