What banks and statement formats does DocuBalance support?
We support PDF statements from all major North American banks — Chase, Bank of America, TD, RBC, Scotiabank, Wells Fargo, Amex, and hundreds more. Both digital PDFs and scanned documents work. If your bank produces a PDF statement, DocuBalance can handle it.
Is my financial data safe? How long are files stored?
Your PDF is permanently and automatically deleted immediately after conversion — it never sits on our servers. All data is encrypted in transit, nothing is retained between sessions, and your information is never sold, shared, or used to train any AI models. Privacy isn't a policy checkbox here — it's how the system was built.
What is the difference between OCR extraction and AI Smart Tagging?
Our OCR technology reads the PDF and extracts transaction data (dates, amounts, descriptions) accurately from any bank format. AI Smart Tagging is an optional feature that takes those extracted transactions and suggests the best expense category for each one — Marketing, Software, Travel, Meals, and so on.
It works like an experienced bookkeeper categorizing a statement. The OCR does the reading, AI does the categorizing. Both are on by default but fully optional and controllable.
Can I edit, correct, or override the AI suggestions?
Yes — always. AI Smart Tagging suggests, you decide. Click any category to change it, add a note, flag a row for review, or delete it entirely. Nothing is locked. You have full control over every transaction before anything is exported.
Can I upload multiple PDFs at once?
Yes. Upload multiple statements in a single session — different months, different banks, different accounts. Everything is processed and merged into one unified table so you can tag and export everything together.
Can I customize the expense categories?
Yes. DocuBalance includes 11 preset categories out of the box — Marketing & Advertising, Software & Subscriptions, Operations, Meals & Entertainment, Travel, Vehicle, Payroll, and more — plus support for fully custom categories you can name yourself.
What does the export look like?
The exported workbook includes every transaction with date, description, amount, category, and any notes you added — plus per-category totals and a clean summary tab. It's formatted and ready to hand off to your accountant or import into QuickBooks, Xero, or Google Sheets as-is.
Export formats: .xlsx, .csv, and .json.
Do I need Excel or any software installed?
No. DocuBalance runs entirely in your browser — no installs, no plugins, no Excel required. Upload, review, tag, and export all from the same tab. Works on Mac, Windows, and any modern browser.
Is there a free trial? Do I need a credit card?
Yes — try DocuBalance free with no credit card required. Every new account gets 10 free data pages as a one-time welcome bonus (first month only) — enough to process your first statement and see the full output before choosing a plan. These 10 pages do not renew each month; they are a one-time offer. No commitment, no gotchas.
What's the difference between the plans?
The main difference is pages per month:
- Free — 10 pages one-time (welcome bonus, does not renew)
- Individual — 75 data pages/month (or 1,100 total on yearly)
- Professional — 250 data pages/month (or 3,500 total on yearly), priority support
- Business — 650 data pages/month (or 8,800 total on yearly), multi-user team access, SLA-backed support
All paid plans include the full feature set: AI Smart Tagging, batch upload, all categories, and all export formats.
How does page counting work? Does every page in my PDF count?
No — and this is one of the things we're most proud of. Most tools count every single page in a PDF, meaning your plan gets eaten up by cover sheets, terms and conditions, disclosure pages, interest rate tables, and blank filler that have nothing to do with your actual transactions.
DocuBalance is smarter than that. Our system automatically detects which pages contain real financial data and only those pages count toward your plan limit. A 14-page bank statement with 5 pages of fine print and legal disclosures? You're counted for 9 pages, not 14. Your plan goes further, and you never feel punished for how banks format their documents.