EZ-Summary
Bank-statement → Excel
Ready
Drop in a folder of bank-statement PDFs and EZ-Summary extracts every transaction into a structured spreadsheet — dates, descriptions, amounts, balances — ready for reconciliation.
- Native PDF text + automatic OCR fallback
- Multi-bank layout detection
- One-click CSV / Excel export
- Batch folders, no per-file clicking
- Runs offline on Windows, no Python needed
EZ-Extract
Universal PDF field extractor
Upcoming
Point at any value in any PDF and EZ-Extract grabs it. Pick an anchor, choose a direction — left, right, above, below — and build your own extraction template. One Excel, exactly the columns you want.
- Visual, click-to-select field definitions
- Anchor + direction extraction model
- Repeated fields expand into numbered columns
- Works on invoices, tax forms, reports — anything
- Templates save and reuse across files