Upload Documents,
Convert to Transactions.
Upload bank statement PDFs, check images, scanned documents, CSV, or Excel files and AI extracts transaction data. View, edit, and export extracted transactions within Wesley.
Bank Statement PDFto Structured Data.
Upload any document format — bank statement PDFs, check images, scanned documents, CSV, or Excel — and AI converts them into structured transaction data with dates, amounts, descriptions, and account classifications.
Drag & drop PDF files or folders here
Nested folders are supported.
Chase_Oct_2025.pdf
2.4 MB
Check_#1042.pdf
340 KB
BofA_Q3_2025.pdf
1.8 MB
Any Size, Any Format. Sorted by Account.
Combined multi-account PDFs, years of statements in one file, or hundreds of separate documents — AI reads every page, identifies each bank account, and organizes transactions so you can view them individually or together.
Results + PDF Side-by-Side
Every extracted transaction links to its original source. Select a row to highlight the exact position on the PDF — verify values instantly.
Chase_Oct_2025.pdf
Transactions
10 itemsVerification complete
Statement amounts match extracted transactions.
Notify me when complete
Email sent: "3 files processed — ready for review"
3,470 transactions extracted from 396 pages
Close Your Browser. We'll Notify You.
Large batches — even 1 to 3 years of bank statements — are processed in the background. When complete, Wesley sends you an email or SMS notification.
Export to CSV, Excel, or QuickBooks
Download extracted transactions as CSV, Excel, or JSON. Or push directly to QuickBooks Online with one click.
Export format
QuickBooks Online
Connected · Acme Corp
Frequently Asked Questions
Common questions about document upload and AI transaction extraction.
Document Upload Start for Free
Upload your documents and extract transactions. Conversion is currently free.
Free for up to 5 clients. No credit card required.