Categorize Your Bank Statements in minutes, not hours
Transform your complex bank statements into clear, categorized expense reports in minutes
Upload Your Statements
We support PDF and CSV files from most major banks
Drag and drop your files here, or
Supported formats: PDF, CSV
Turn Bank Statements Into Clear Expense Categories
Upload your bank statements and get a detailed breakdown of your expenses in minutes, categorized according to HEM lending requirements.
Simplify Your Expense Analysis
Get a clear breakdown of your spending with our powerful features
Bank Statement Analysis
Upload your bank statements and automatically categorize all transactions.
HEM Categories
Expenses broken down into HEM categories aligned with ASIC's responsible lending obligations.
Automatic Statement Grouping
If you upload multiple statements from the same account, we'll automatically group them together to avoid double counting.
Transfer Detection
Automatically identifies and excludes transfers between your accounts so they don't count as expenses.
Smart Expense Filtering
Automatically excludes loan interest payments and other non-HEM expenses from your expense calculations.
Manual Adjustments
Need to make changes? Easily reassign categories or mark transactions as transfers or loan payments.
Save Hours of Manual Work
Our automated system turns a process that takes hours into one that takes minutes
Task Breakdown
Transaction Categorization
Account Reconciliation
HEM Category Alignment
Report Generation
Time Savings Summary
Average Time Saved Per Project
Manual Process
With Bank Breakdown
Focus on what matters most - getting your loan approved
Applying for a credit card or a loan was always a painful process. Breaking down my expenses into categories could take hours, and it was easy to estimate wrong. Too low and I'd have to do it all again. Too high and I'd be rejected. I built this tool to automate the whole process and give you clarity in minutes.
Simple Pricing
Get started with our straightforward pay-as-you-go plan
Basic Plan
One-timeOne-time payment for occasional users
- Create up to three projects
- Full expense analysis
- Upload multiple files per project
- Make changes to your reports anytime within 30 days of creation
- Need more reports? Just buy again anytime — no subscription required
Frequently Asked Questions
Find answers to common questions about our service
Our system supports CSV and PDF bank statements from most major Australian banks. If your bank statement format isn't recognized, please contact us and we'll add support for it.
Our system uses advanced algorithms to categorize transactions with high accuracy. All categories can be manually adjusted if needed to ensure 100% accuracy.
Absolutely. We use industry-standard encryption and security practices. Your data is never shared with third parties, and you can delete your files at any time.
Your projects and reports are always available. You can access and make changes to your reports for 30 days after creation.
Ready to Simplify Your Loan Application?
Get started today and save hours of manual work categorizing your expenses.
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