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finance · bank statement upload

Statements parsed in seconds.

Drop a bank PDF, CSV or Excel. We auto-detect the bank format, parse 200+ transactions, categorize each one, and post them to your ledger — ready for reconciliation.

app.primehr.in/banking/import
bank statement upload
HDFC · April 2026.pdf
📄
HDFC_Statement_Apr2026.pdf
2.4 MB · 184 transactions detected
Uploading
DateDescriptionCategoryAmount
28 AprNEFT-SURYAPHA-INV0481Sales · Receipt+12,13,512
27 AprUPI-AWS-MAR-INFRACloud · Hosting84,500
26 AprIMPS-PAYROLL-APR-BAT1Payroll18,42,300
25 AprCHQ-RAJ-OFFICE-RENTRent · Office95,000
what's inside

Built for finance teams that hate admin.

PDF / CSV / XLSX
HDFC, ICICI, SBI, Axis, Kotak, Yes — 30+ banks pre-trained.
AI categorization
Salary, vendor payments, fuel, AWS — tagged from description.
Duplicate detection
Reuploaded the same statement? We catch it.
Posted to ledger
Every transaction lands in the right ledger account.
workflow

From start to done.

1
Upload PDF/CSV
2
Auto-parse
3
AI categorize
4
Post to ledger
on the roadmap

What's next for this module

soonLive bank API feeds (account aggregator)
soonCredit-card statement parsing
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