process-my-statements

You can extract transactions from bank PDF statements directly into an accounting-ready Google Sheets workbook by processing batches of PDFs, canonicalizing party names, and categorizing them against a locked chart of accounts.

Yes, you can reconcile multiple credit card and checking account statements in one workbook. The system works across various statement layouts, supports multi-period PDFs, and detects inter-account transfers to exclude from P&L totals.

Uncertain transactions are routed to a Suspense bucket rather than being assigned to incorrect categories. The system never invents new account codes, ensuring your locked chart of accounts remains strictly controlled.

You need a Composio-connected Google Sheets account to receive categorized bookkeeping data. The system loads your chart and ledger context, then writes formula-driven P&L, Transactions, CoA, Recon, and Warnings tabs.

Yes, bank statement reconciliation detects inter-account transfers across your connected accounts. It automatically tags these transfers to exclude them from P&L totals, preventing double-counting in your bookkeeping workbook.

The best way to categorize extracted bank transactions safely is to validate them against a locked chart of accounts. Low-confidence items are routed to Suspense, and reconciliation mismatches are surfaced so no invalid codes are invented.