SELECTED WORK / 09
Financial Statement Processing
Statement parsing, transaction categorisation and spreadsheet preparation with a clear queue for human review.
THE CHALLENGE
From statements to a reviewable record.
Financial exports arrive in different formats. Sorting every line by hand makes it difficult to see which items are understood and which still need a decision.
Parse supported statement formats, apply explicit description-matching rules and keep unmatched transactions in a review category before producing a structured spreadsheet.
EXPLORE THE PRODUCT
See the product in action.
Explore a working portfolio edition based on the project’s functionality, or open it at full size.
Portfolio interface based on reviewed project functionality, using anonymous content and sample data. Explore the screens and try the controls. Changes stay in this preview and reset on reload.
WHAT WAS BUILT
The pieces that
make it useful.
Selected work by our founder.
Statement-processing application and spreadsheet-output implementation.
- Supported PDF and CSV statement parsers
- Rule-based transaction categorisation
- Unmatched-item review and category summaries
- Structured Excel workbook generation
- 01Parse the statement
- 02Review the categories
- 03Prepare the export
Python
Flask
HTML
CSS
JavaScriptBuild status
The Python source includes Flask routes, statement parsers, categorisation rules and Excel output. This browser edition uses synthetic transactions and a CSV download; it does not upload statements or run the original Python parser. Categories support human review and are not tax advice.
The case study describes reviewed implementation work. No measured savings, revenue gains or performance improvements are claimed.HAVE A SIMILAR CHALLENGE?