Case study
Bank statement analysis
The team received bank statements and analysed each one by hand for a set purpose.
In short
A business analysed bank statements by hand for a set purpose. We built a web application where the team uploads a statement as a PDF and gets the analysis it needs, such as monthly deposits and withdrawals in charts and tables.
At a glance
Project summary
- Client
- A business that analyses bank statements
- Industry
- Finance
- Services
- Web applications
The problem
Where the client started
Each bank statement had to be read and worked out by hand. The team needed the same kind of figures each time: deposits, withdrawals, balances and returned payments.
What we built
The main features
- Upload of statement PDFs and a list of the team's documents
- Charts of withdrawals and deposits by month
- A monthly table of credit and debit counts and amounts
- End-of-day balances
- Funds received and funds sent out
- Bounced and penalty transactions
- Editable categories for transactions
The result
Where the client ended up
- The team uploads a PDF instead of working through statements by hand.
- The analysis is shown as charts and tables in one place.
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