The Process
Four steps.
From PDF to portfolio.
No manual data entry. No copy-paste into Excel. Upload a bank statement and watch it become a full portfolio view — holdings, transactions, allocations, performance.
Drop in any bank statement
PDF from Interactive Brokers, UBS, Julius Baer, Corner Bank, Leumi, Lombard Odier, and 25+ more. Drag and drop multiple files at once. The system auto-detects the bank and statement type.
AI reads every line
Bank-specific agents identify holdings, transactions, cash balances, and account metadata. Extracts ISINs, quantities, market values, cost basis, and FX rates — all in under 10 seconds per page.
Review what matters
Every field has a confidence score. Low-confidence values are highlighted for a 30-second review. Side-by-side PDF comparison makes corrections instant. You stay in control.
See the whole portfolio
Asset allocation, performance over time, currency exposure, and bank concentration — calculated automatically. Export to Excel with professional formatting, or stay in the dashboard.
Coverage
Supported banks
32+ major institutions worldwide. New formats learned automatically — if your bank isn’t listed, it will be.
Don’t see your bank? Let us know — most new formats are live within a week.
The case for AI
What used to take a team an afternoon now takes one person, ten minutes.
Faster than manual entry
An entire year of statements processed in minutes, not hours. No copy-paste, no transcription errors.
Field-level accuracy
AI doesn’t skip rows or mistype ISINs. Confidence scoring flags the <5% that need a human glance.
Cost savings
One back-office analyst processes what used to take three. The rest of your team gets time back.
Questions
The common ones.
- How accurate is the extraction?
- BOFFO averages 95%+ field-level accuracy across supported banks, validated against thousands of statements. Every value carries a confidence score — the few fields below 85% are flagged for a 30-second review.
- Which banks do you support?
- Interactive Brokers, UBS, Julius Baer, Credit Suisse, Lombard Odier, Pictet, Vontobel, Corner Bank, Goldman Sachs, Morgan Stanley, Barclays, HSBC, BNP Paribas, Deutsche Bank, Bank Leumi, Hapoalim, and more. We add new formats on request.
- Is my data safe?
- AES-256 encryption at rest and in transit. PDFs are deleted after extraction completes — we keep the structured data, not the source files. Your data is never used to train AI models.
- How fast is extraction?
- Most statements take 5–10 seconds. Complex institutional reports with hundreds of positions may take up to 30 seconds. You get a live progress indicator either way.
- Can I correct mistakes?
- Yes. Every field is editable with one click. You can also bulk-edit in the dashboard or adjust the exported Excel. Your corrections train the system for future statements from the same bank.
- What can I export?
- Excel (XLSX) with professional formatting preserved, CSV for data pipelines, JSON for APIs, or stay inside BOFFO and run analytics directly.
Start now
Upload your first statement.
See the difference.
Two documents per month on the Free plan. No credit card. Cancel anytime.