Structured statement import
Import supported XLSX and PDF statement formats into a consistent transaction workflow.
Finance & AutomationContact for availability
Expense Coding Assistant
From bank statements to organized, reviewable expense reports. Built around accuracy, consistency, and control.
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Overview
Expense Coding Assistant brings statement import, transaction categorization, review, and Excel reporting into one defined workflow.
It supports a defined list of bank-statement XLSX and PDF formats. It is designed to help organize the work and keep decisions reviewable; it does not replace accounting judgment or support every bank format.
Features
Reviewable categories
Organize transactions into categories, review suggestions, and correct the results.
Reusable approved mappings
Reuse mappings that have been reviewed and approved in the workflow.
Excel reporting
Produce expense and P&L-oriented Excel reporting within the defined workflow.
Who it is for
Recurring expense review
For businesses working through supported bank statements and preparing organized expense reporting.
How it works
Import
Choose a supported statement format in the local application.
Review
Review categories, make corrections, and approve reusable mappings.
Report
Generate Excel reporting from the reviewed transactions.
Operating requirements
ECA operates locally. Contact CAPO to confirm the supported statement formats and operating requirements for your workflow. This website does not process statements or connect bank accounts.
Product privacy
Raw statement files and the local database remain local in the described workflow. Optional Claude suggestions send selected transaction details and account/category context externally. Review that boundary before enabling external suggestions.
Questions, answered.
Does it support every bank statement?
No. ECA supports a defined list of XLSX and PDF formats. Contact CAPO to confirm compatibility.
Can I try ECA through this website?
This website provides product information only. Contact CAPO for availability.
Is external AI required?
External AI suggestions are optional. The described workflow operates locally.
Let’s talk about your workflow.
Contact CAPO to confirm fit, supported formats, and availability.