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YOUR PDFS STAY ON YOUR DEVICE

Know exactly where
your money goes

Drop your bank and credit card statements. Every transaction the AI extracts is reconciled against your statement’s own printed totals — then categorized by your rules, flagged for possible fraud, and summarized in AI reports. Parsed in your browser; only de-identified text is sent to the AI.

Try the Demo — FreeSign In →

✓ No credit card required — your free 30-day trial includes 10 statement analyses and 2 AI reports.

Chrome required · No download needed · Works with most US bank statements

No
Bank login or linking
$0
Cloud storage of your statements
30-day
Free trial

Four steps. A few minutes.

From PDF to financial clarity.

1
📄

Drop your PDFs

Download statements from your bank's website. Drag and drop them into the app.

2

Check it reconciles

Before you trust a cent, the app reconciles the extracted transactions against your statement's own printed totals — exact cents, on your device. A missing or duplicated line won't tie.

3
🏷️

Categorize

Transactions categorize automatically — your rules plus built-in patterns, all on your device. Reassign any in a click.

4
📊

Get insights

Generate an AI report that finds fraud, tracks trends, and gives actionable advice.

Everything you need to stay on top of your finances

Built for people who review their own statements — or wish they did.

🔍

AI Fraud Detection

Flags micro-charges, duplicate billings, and unusual merchants for you to review.

Statement Verification

Every transaction the AI extracts is reconciled against your statement's own printed totals — in exact cents, on your device, zero tolerance. A missing or duplicated transaction breaks the tie. You see Verified, Review totals, or Doesn't reconcile before you trust the numbers.

🏷️

Smart Categorization

Your rules (AND/NOT logic) and built-in patterns assign every category locally — transparent and inspectable, with no AI guessing in the loop.

🔒

Privacy First

Your statement PDFs stay in a folder on your computer. The text is de-identified on your device before anything is sent to the AI — account numbers and names are stripped, with known limits documented in the privacy guide.

Privacy & Security guide →
📊

AI Financial Reports

Narrative analysis with spending trends, income tracking, and specific dollar-amount recommendations.

📋

Action Item Tracking

Report findings become a checklist. Mark items done — the next report skips what you've addressed.

🏦

Multi-Account View

Checking, credit cards, brokerage — see everything in one unified dashboard with cross-account search.

Your data is yours. Period.

Most financial tools require bank logins and store your data on their servers.
We take a fundamentally different approach.

StatementLockBank-linked apps
Bank login requiredNoYes
Ads for insurance, credit cards, etc.NeverCommon
Your statements stored on their serversNoYes
Shutdown risk to your dataNone, it's on your deviceExport window, then gone
AI fraud detectionYesLimited
Custom categorization rulesFull controlTheir categories
Works with text-based bank PDFsYesOnly connected banks
💻
Runs in your browser
No download, no install. Open Chrome and go.
🔐
PII stripped automatically
Names, SSNs, and account numbers are stripped on your device before text is sent to the AI — with known limits noted in the privacy guide.
🗑️
Delete anytime
Delete your local folder and your statements and analyses are gone from your device. Your account and billing records, and any text already sent to the AI (retained up to 30 days), are held server-side.

See it for yourself

Explore with sample data — no signup, no PDF, no commitment.

👨‍👩‍👧‍👦 Professional Family Demo⛳ Active Retirees Demo
Start your free trial

No credit card required. Free for 30 days — 10 statement analyses and 2 AI reports.

Guides

Learn how StatementLock works — from your first upload to rule-based categorization you control, the AI financial report, and privacy.

🚀 Getting Started🏷️ Categorizing Transactions🔧 Rule Syntax📊 AI Financial Report🔒 Privacy & Security❓ Troubleshooting
Browse all guides →