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How It Works

Bank Statements to Excel in Minutes, Not Hours

Stop wasting hours manually transcribing PDF bank statements. Tryvex uses advanced AI to extract transaction data with high accuracy, giving you clean, searchable Excel files ready for analysis.

Three Simple Steps

Transform any PDF bank statement into a structured Excel spreadsheet. No complex setup, no training required.

1

Upload Your PDF

Drag and drop your PDF bank statements. We support all major Australian banks, international statements, and even scanned documents.

2

AI Extracts the Data

Our AI analyses each page, intelligently extracting dates, amounts, descriptions, and transaction types with exceptional accuracy.

3

Download Your Excel

Get a clean, organised spreadsheet with all transactions ready for searching, filtering, pivot tables, and analysis.

What Gets Extracted

Our AI captures all the critical financial data from your bank statements

Transaction Dates

Accurately captures dates in any format - DD/MM/YYYY, YYYY-MM-DD, or written formats like '15 Jan 2024'.

Amounts & Balances

Extracts credits, debits, and running balances. Handles negative notation, DR/CR suffixes, and various decimal formats.

Descriptions & References

Captures full transaction descriptions, payee names, BSB numbers, and reference codes for complete traceability.

Built for Legal and Insolvency Professionals

When you receive hundreds of pages of PDF bank statements in discovery, manual transcription isn't practical. Tryvex handles the heavy lifting so you can focus on analysis and case strategy. Our matter-based organisation keeps documents structured, while team collaboration features let your entire practice work efficiently.

Supported Banks & Formats

  • All major Australian banks (CBA, NAB, ANZ, Westpac, etc.)
  • International bank statements in English
  • Digital PDF statements
  • Scanned paper statements
  • Password-protected PDFs
  • Multi-statement PDF files

Output Options

  • Excel (.xlsx) with formatted columns
  • CSV for maximum compatibility
  • Single statement exports
  • Consolidated multi-statement reports
  • Custom date and number formatting
  • Ready for pivot tables and analysis

Data Security

Your financial data is protected with robust security measures

Australian Data Storage

All data is processed and stored in Australian data centres, keeping your client information within Australia.

Encryption & Authentication

Data encrypted in transit and at rest using Google Cloud Platform security. Two-factor authentication via rolling code protects your account.

Team Access Controls

Granular permissions let you control who can view, edit, or archive matters. Perfect for collaborative practices.

Process Statements at Scale

Whether you're handling a single statement or thousands of pages across multiple matters, Tryvex scales with your needs. Our background processing handles large batches while you continue working, with real-time progress updates so you always know the status.

Ready to Save Hours on Data Entry?

Eliminate manual bank statement transcription and save hours every week. Start your free trial today - no credit card required.