Statement parsing
Your statements, reconciled to the cent.
Persfina turns the PDF statements your banks already send you into spending intelligence and a live portfolio — parsed with deterministic logic, never an AI guess, and never shared with anyone.
Parses statements fromCitibankDBSMariBankTrustUOBWebull
From PDF to clarity in three steps
- 1
Upload your statements
Drop in the PDF statements your bank already sends you — Citibank, DBS, MariBank, Trust, UOB, and Webull for brokerage.
- 2
Review the preview
Every parsed transaction is shown before anything is saved. Duplicates are flagged for you to decide — nothing is dropped silently.
- 3
Explore with clarity
Spending by category and merchant, recurring charges, foreign spend, portfolio value and P&L — all reconciled to your statements.
Why it holds up
Exact, discreet, and built around you.
- Deterministic parsing
- Hand-built logic per bank reads your statements — not an AI model. The same statement parses the same way, every time, and the math has to reconcile.
- SGD spending intelligence
- Categories, top merchants, recurring-charge radar, foreign spend, and all-time records — every figure in the currency your bank actually settled.
- Duplicates handled honestly
- Re-importing the same file is blocked outright, and near-duplicates across overlapping statements are flagged for your decision at preview — never dropped silently.
- Yours to keep — or erase
- Tag and annotate every transaction, export everything to CSV, and delete your entire account yourself. No lock-in, no retention.
Bring your first statement.
If you have an invite code, your first dashboard is five minutes away.