Numbase.io Documentation
Welcome to Numbase.io, the intelligent solution for automating your financial document processing. Transform your bank statements and credit card statements into organized, categorized transaction data ready for your accounting software.
What is Numbase.io?
Numbase.io is a powerful web application that uses artificial intelligence to automatically extract and categorize transactions from your financial statements. Whether you're a small business owner, freelancer, accountant or someone that just wants their data organized. Our platform saves you hours of manual data entry by converting PDF statements into clean, organized CSV files and categorizing them for you.
Key Benefit: Turn hours of manual work into minutes of automated processing while maintaining accuracy and consistency in your financial records.
Core Features
Statement Processing
Upload bank or credit card statements in PDF format. Our AI automatically extracts transaction data including dates, descriptions, amounts, and assigns accounting categories.
Learn more →Custom Profiles & Rules
Create custom categorization rules that match your business needs. Set up profiles for different clients or business types to ensure consistent categorization.
Learn more →How It Works
Upload Your Statements
Simply drag and drop your PDF bank or credit card statements into our secure upload area. You can process multiple files at once.
AI Processing
Our advanced AI analyzes your statements, extracts transaction data, and applies your custom categorization rules to organize everything properly.
Review & Edit Data
Review your extracted transactions in our intuitive editor. Make quick edits to transaction names, categories, or amounts with just a click. Perfect your data before downloading.
Download & Import
Get your processed data as clean CSV files ready to import into QuickBooks, Xero, Excel, Google Sheets or any other software. Your edits are automatically included in the download.
Supported File Types & Banks
File Formats
- PDF Bank Statements
- PDF Credit Card Statements
- Multi-page PDF's
- Batch Processing (Multiple Files)
Compatible Banks
Our AI works with statements from all major banks and financial institutions:
Ready to Get Started?
Start Processing Your Statements Today
Follow our quick start guide to upload your first statement and see the magic happen.