Statement reader
Reads a bank statement PDF into Books, so you can check the lines and import them.
How it works
When your bank only gives you a PDF, the agent reads it page by page, including scans and password-protected files, and puts the lines in a draft import. Books checks that every balance follows from the one before and highlights anything doubtful. Nothing is imported until you confirm, and the agent never posts a voucher. The PDF's password is used for that read only and isn't kept. An Excel or CSV from net banking is free and more exact, if your bank offers one.
Depends on the number of pages; scanned pages cost more. Shown before each read.
What it reads
- The statement PDF you uploaded to Books
When it starts
- When someone with banking access uploads a PDF and clicks Read
What it can do
- Fill a draft import for you to check and confirm (after you confirm)
What it never does
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Statement reader do?
When your bank only gives you a PDF, the agent reads it page by page, including scans and password-protected files, and puts the lines in a draft import. Books checks that every balance follows from the one before and highlights anything doubtful. Nothing is imported until you confirm, and the agent never posts a voucher. The PDF's password is used for that read only and isn't kept. An Excel or CSV from net banking is free and more exact, if your bank offers one.
Can the Statement reader change data on its own?
No. It asks a person to confirm before it will: fill a draft import for you to check and confirm. It never does the following: .
How much does the Statement reader cost?
Depends on the number of pages; scanned pages cost more. Shown before each read.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
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Reads a vendor bill's photo or PDF and fills a draft bill in Books for you to check.
Looks over a month's ledgers against the last three months and tells you what deserves a look.