The problem
Every month clients sent their bank statements as PDFs. Someone at the office sat down and retyped every line into a spreadsheet. Slow, boring work where a typo is easy to make — and a typo in accounting hurts more than elsewhere.
Second problem: nobody knew at a glance which client's documents had arrived and whose were still missing. Checking meant digging through the inbox.
What we built
We set up one panel for the whole office: a client list, their documents and their statuses. You drop a statement in, and the system reads it and breaks it into lines on its own.
- A client list with tax IDs and document statuses in one view.
- Automatic PDF statement parsing — no retyping.
- Document workflow: pending → ready → approved.
- Export of clean data for further accounting work.
The result
Statement processing is now 8× faster and line-by-line retyping is simply gone. The office finally sees who still hasn't sent their documents — without searching through emails.
The time that went into copying numbers out of PDFs now goes into the work clients actually pay for.
Technical scope
- Client portal (web app)
- Automatic PDF reading
- Document statuses and history
- Data export