Use Cases¶

openstan helps different people do different things with their bank statement PDFs. Find your use case below.

For Individuals¶

Self Assessment Import 12 months of statements, separate business from personal transactions, and export clean data for your tax return.

Multi-Account Tracking Combine statements from multiple bank accounts and credit cards into a single searchable dataset — no cloud, no Open Banking.

For Professionals¶

Probate & Estate Administration Convert PDF statements from the deceased's accounts into structured spreadsheets for estate accounts, IHT406, and probate administration.

Conveyancing & Source of Funds Verify deposits, trace funds, and check statement continuity for source of funds enquiries.

Small Business Import business account statements, build a transaction database, and export for your bookkeeper or accounting software.