Keep PDF statement analyser-Financial Analysis Tool

Introduction to Keep PDF Statement Analyser

Keep PDF Statement Analyser is designed to automate and enhance the analysis of financial bank statements, specifically tailored for Canadian financial contexts. Its core purpose is to assist users in comprehensively understanding their financial activities through detailed scrutiny of PDF bank statements. By uploading their bank statements, users can receive an in-depth analysis that includes a recommended loan amount based on the business's net financial activities (revenue minus debits) while considering existing financial obligations. The system meticulously categorizes each transaction, distinguishing between incoming funds (classified as Revenue or Others) and outgoing funds (categorized into specific groups such as Credit Card Payment, Loan Repayment, Bank Fees, Overdraft Charges, or Others). This analytical process is designed to provide users with a clear, detailed overview of their financial standing, facilitating better financial planning and decision-making. An example scenario involves a small business owner uploading monthly bank statements to evaluate the company's financial health, identify spending patterns, and determine the viability of applying for a new loan based on net income and existing obligations. Powered by ChatGPT-4o。