Turn PDF bank statements into a spreadsheet you can query
Upload the statement, review the transactions and add the following months to the same table, with questions and charts in chat.
Start with the statement
Upload the PDF and compare the proposal with the original. A possible structure includes date, description, amount and transaction type. This is a review guide, not a guarantee of extraction for every layout.
Check before confirming
Review dates, amounts, income and expense signs, headers and totals. Scanned PDFs or ambiguous blocks may need correction. Keep the original document available to check the analysis.
Keep working in the database
After importing, edit records, filter transactions and request charts through chat. When another statement arrives, prepare a new import and check how fields and identifiers match the existing table.
When another tool is enough
If you only need to check an amount or make a one-off analysis, a spreadsheet or reading the document may be enough. This workflow helps when you need to maintain records and return to them. Prizm does not replace bank reconciliation or professional accounting review.