Verified financial records
Bank Statements & Linked Accounts
Real statements. Checked balances. No invented months.
Bring bank statements into your Business workspace, or link a bank account read-only through Mono on a paid plan. BOB keeps amounts exact, checks balances before including anything in reports, and shows the assumptions behind every forecast.
Read And Review
- Import supported statement files and review the extracted records.
- See the page count and unit cost before AI-reading a PDF or scanned statement.
- AI reading costs 1 BOB unit per page, charged once per file and refunded if the AI read fails.
Reports You Can Check
- Statements that fail the balance check are excluded from reports.
- Missing months say no data, rather than showing a made-up zero.
- Financial records stay private to the business and are checked against member access.
Linked Bank Accounts
- See whether each linked account is connected and when it last synced, and sync an account on demand.
- Get an alert when an account needs re-approval or has a sync problem.
- Monthly money in and out, top payees, unusual payments, recurring bills and spending by category — with categories you can edit.
- Filter transactions by date, amount and merchant, and download the filtered list as a CSV file.
- Business workspaces can add a finished, balance-checked month to reports.
Cash-Flow Forecast
- A three-month estimate from your bank-reported balance, recent completed months and detected regular payments, with every assumption shown.
- Try what-if income and spending figures, save named scenarios and compare them later.
- Choose a low-balance amount and get an in-app alert — and optionally an email to your verified address — when the forecast drops below it.
Who it's for
Built for teams like yours
- Businesses reconciling statements by hand.
- Owners who need reports they can trust.
- Teams with PDF or scanned statements.
How it works
Three steps
- 1Upload a supported file, PDF or scan; the unit price is shown first.
- 2BOB extracts records with exact amounts.
- 3Statements that fail the balance check are left out of reports.
Honest comparison
BOB vs Spreadsheets and manual entry
Reading PDFs and scans
BOB
Included, priced per page and refunded on failure
Spreadsheets and manual entry
Typing by hand
Balance check
BOB
Automatic before reporting
Spreadsheets and manual entry
Manual
Missing months
BOB
Reported as 'no data', never zero
Spreadsheets and manual entry
Easy to miss
Why teams choose BOB
Fewer typos, and reports that only include statements that actually add up.
Comparison based on the competitors' public pages, checked 25 October 2026. Product names are trademarks of their owners.
Questions people ask
FAQ
Does this connect my bank?
No. It imports statements and never moves money.
What does PDF reading cost?
1 BOB unit per page, shown before reading and refunded on failure.
What if a statement doesn't balance?
It's excluded from reports until fixed.
Who can use it?
Business workspaces.
Before you start
Access & availability
- Statement imports are Business-only. Bank linking needs a paid plan. Extraction quality depends on the source file; review unclear records before relying on them.
- Bank access is read-only: BOB cannot move money and never sees your bank password. Forecasts are estimates, not financial advice, and are unavailable when there isn't enough history.
See It In Your Own Workspace.
Start in your own workspace. Connect only the services you need and choose the actions you allow.