Koody adds native PDF statement imports for AI financial tracking

Koody now lets Plus customers upload bank and credit card statement PDFs directly into the app, removing manual data entry and bank-log-in requirements. The feature turns statement data into categorized transactions for budgets, cash-flow analytics, and export in multiple formats.

Why it matters: - PDF statements often hold the only usable record for older accounts, closed cards, and institutions with limited download options. - Koody’s new import flow cuts out manual transcription and separate conversion tools. - The feature helps customers move statement history into budgets and cash-flow tracking faster.

What happened: - Koody announced native PDF bank statement imports for Koody Plus customers. - Customers can upload bank and credit card statement PDFs into the matching account in Koody. - The feature is available now. - New customers can create an account at Koody, download Koody on iOS or Android, and upgrade to Plus. - More information is available in Koody’s announcement.

The details: - Koody extracts transaction dates, descriptions and amounts from uploaded PDFs. - Koody cleans hard-to-read descriptions before saving the data. - Koody automatically categorizes transactions and presents them for review. - Koody checks for possible duplicates and identifies likely recurring activity, including bills and subscriptions. - Saved transactions flow into Money In, Money Out, Net Cash Flow and category views. - Customers can export saved records as CSV, Excel or JSON. - Koody continues to support CSV transaction files from banks, cards, spreadsheets and other financial applications. - Customers can upload statements from their financial institutions without a live bank connection.

Between the lines: - The launch positions Koody as a cleaner bridge between static statements and day-to-day financial software. - The no-bank-login approach may appeal to users who prefer to avoid linking accounts or only have archived statement files. - The feature also extends Koody’s use case beyond live account aggregation into historical record cleanup.

What’s next: - Koody Plus customers can start using PDF imports immediately. - The company is steering new users toward the web app and mobile apps before upgrading to Plus. - The imported data can then be used for budgeting, cash-flow analysis and accountant-ready exports.

The bottom line: - Koody is turning PDF statements into usable financial data without requiring bank access or manual cleanup.