Turn any bank statement into clean accounting records
Upload a CSV or PDF export from your bank and Note.now does the rest. Every transaction lands in your books — matched, categorised, and ready to reconcile.
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From upload to reconciled in minutes
Four steps. No configuration. No templates to set up.
Upload your file
Drag and drop a CSV or PDF export directly from your bank's online portal.
Automatic extraction
Note.now reads every transaction — date, description, and amount — with no manual mapping required.
Review & categorise
Transactions appear in your banking feed. Match them to invoices or assign expense categories in one click.
Reconcile in seconds
Your accounts balance themselves. No spreadsheets, no double entry, no errors.
Works with every bank's CSV export
Download a CSV from your bank's online portal and upload it directly. Note.now detects the column layout automatically — no mapping required.
- Accepts standard Date / Description / Amount columns
- Also supports separate Debit / Credit column formats
- Skips header rows and blank lines automatically
- Works with exports from any bank worldwide
Tested with exports from
No CSV? Upload the PDF directly
When your bank only provides a PDF statement, our AI reader extracts every transaction automatically — no copying, no pasting, no reformatting.
- Works with text-based PDF statements (most modern banks)
- Extracts date, payee, and amount from each line
- Handles multi-page statements automatically
- Flags any rows that need manual review
Imported. Organised. Ready to reconcile.
Every imported transaction appears in your banking feed with full details. Match to invoices or categorise expenses with a single click.
Business Checking ••••1234
Your Bank · 14 transactions imported
Bank-grade security
All uploads are encrypted in transit and at rest. Your data is never shared.
No duplicate imports
Note.now detects overlapping date ranges and prevents double-counting.
Instant processing
Most imports complete in under 10 seconds, even for 12-month statements.
Import your bank statement today
7-day free trial. No credit card required. Up and running in minutes.