A ledger, not a hopeful pile of rows.
Upload a statement and Bearly extracts dates, descriptions, debits, credits, balances, and account context into a spreadsheet you can actually review.
What it actually does
Useful before impressive.
Statement conversion is an accounting problem disguised as OCR. A useful result preserves every transaction, sign, continuation line, balance, and exception—not just the rows that were easy to read.
Bearly builds the export and then checks the statement's own arithmetic where possible. The same workspace can categorize transactions, identify duplicates, reconcile another account, or explain anomalies after the extraction is approved.
Worked example
The shape of a good result.
Every result follows the material you provide. This example shows the level of specificity Bearly is aiming for.
Statement instruction
Three-page checking statement. Produce Excel and CSV with ISO dates. Keep reference numbers and running balances; flag anything that prevents opening-to-closing reconciliation.
Conversion report
Transactions
126 rows in statement order with date, full description, debit, credit, and running balance.
Reconciliation
Opening balance + net activity equals closing balance to the cent.
Review
Two descriptions on p. 2 are partially obscured and remain flagged rather than guessed.
Files
Downloadable .xlsx workbook and clean CSV.
How it works
Three moves. One conversation.
- 01
Upload every page
Continuations and totals are required for completeness checks.
- 02
Extract and reconcile
Bearly reads the rows and tests the statement's visible arithmetic.
- 03
Review before importing
Resolve flagged cells before using the file in accounting software.
Keep going
The result is not a dead end.
- Categorize approved transactions with a reviewable rule set.
- Compare periods and explain cash-flow changes.
- Prepare an accounting-system import after reconciliation.
Worth knowing
No magic tricks.
- Always review extracted financial data before bookkeeping or filing.
- Passwords, severe scan damage, and handwritten changes can block reliable extraction.
- The applet does not connect to or modify a bank account.
Other ways in
More tools, same workspace.
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Open toolReady when you are
A ledger, not a hopeful pile of rows.
Start the focused job now. The rest of Bearly will be there when the job becomes something larger.