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SÍNOP Systems › Bank statements to reports

Statements & reports · Dubai, UAE

Bank statements into a monthly expense report

Stop rebuilding the same expense report in Excel every month. Drop in your bank and card statements, and get a checked report by category, ready as PDF or Excel.

Tell us what eats your time

Is this you?

It fits if…

  • You collect statements from several banks or cards each month
  • Someone copies rows into a spreadsheet and sorts them by hand
  • You need to know a statement is complete before you trust the report
  • Your statements are private and shouldn't be uploaded anywhere

What it does

  • Reads PDF statements from any bank, or CSV and Excel exports
  • Checks every statement balances, so a missing row can't slip through
  • Finds duplicates, instalments and card payments
  • Suggests categories, and you confirm them
  • Gives a monthly report as PDF or Excel

Built and in use

SÍNOP Desk

Our own tool for this job. It replaced a report that used to take hours in Excel each month. Statements are read on your own computer and never uploaded.

Try SÍNOP Desk →
Works in Chrome or Edge on a computer.

How we work

  1. TalkTell us the job that eats your time. We look at the files and spreadsheets you use today.
  2. First versionA working version on your own documents, so you can try it early.
  3. Improve togetherChanges in small steps. You review each one before it goes live.
  4. Hand overA plain-language guide, and your data stays in your own files and accounts.

Questions

Which banks does it work with?

Any bank that gives a PDF statement or a CSV or Excel export. If a layout is new, we add it.

Are my statements uploaded?

No. SÍNOP Desk runs in your browser and reads the files on your own computer.

Can you change the report to match ours?

Yes. We can build the categories, columns and layout your business already uses.

Does it work on a phone?

Not yet. It needs Chrome or Edge on a computer.

Also from SÍNOP

Back-office & accountingInvoices, payments, bank matching and a general ledger. Team task appA shared task pool with claiming and a team calendar. Apps & websitesPhone apps and websites set up to be found on Google.

Got a job that takes hours every week?

Tell us about it. We'll say honestly whether a system can help.

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