Transform Financial PDFs
into Actionable Data
Extract data from bank statements, investment reports, credit card bills, and brokerage orders. Consolidate, validate, and export — all in one platform built for financial professionals.
Dashboard
Welcome to your TableSense workspace
EXTRACTIONS
142
APPROVED
138
CLIENTS
12
TABLES
892
Recent Extractions
Statements Processed
Extraction Accuracy
Fully Supported
Table Types
Everything You Need
From PDF extraction to consolidated exports — TableSense handles the full financial data lifecycle.
PDF to Data in Seconds
AI-powered extraction converts bank statements, investment reports, credit card bills, and brokerage orders into structured, clean data automatically.
Data Consolidation & Approval
Extracted data is intelligently consolidated and awaits your approval. Review, validate, and confirm before it enters your final dataset.
Multi-Client Management
Manage financial data for multiple clients in one centralized platform. Link documents to clients, track portfolios, and organize by customer.
Real-Time Market Integration
Connect to external market data for live stock price updates. Calculate average costs, track performance over time, and monitor positions.
Flexible Data Export
Export consolidated data as CSV or Excel. Filter by broker, date, or client before exporting — ready for analysis or reporting systems.
Secure & Auditable
Enterprise-grade security with user-scoped data isolation. Full audit trail from PDF upload to final export — every step is trackable.
How It Works
Four simple steps from PDF to actionable financial data.
Upload Your PDF
Upload bank statements (Bradesco, Safra, Santander), brokerage notes, credit card bills, or investment reports.
Supports multiple file formats and banks
AI Extracts Data
Our AI automatically identifies tables, columns, and financial data — extracting everything into structured records.
Smart recognition for 15+ table types
Review & Approve
Review extracted data, fix anomalies if needed, and approve. On approval, data is consolidated into your database.
Full control over data quality
Analyze & Export
View consolidated data, track positions with real-time market prices, calculate costs, and export as CSV or Excel.
Ready for your reporting workflow
One Platform for All Your Financial Documents
Built for financial professionals who manage multiple clients across multiple banks. TableSense handles the complexity so you can focus on insights and decisions.
- Manage unlimited clients with dedicated profiles
- Real-time stock prices and average cost calculations
- ETL pipeline: Extract → Transform → Load with full audit trail
- Export consolidated data filtered by broker, date, or client
- Complete project journal and technical documentation built-in
Bank Statements
Bradesco, Safra, Santander
Investment Reports
Positions, movements, summaries
Credit Card Bills
Transaction extraction
Brokerage Orders
B3 notes with cost calculations
Ready to Transform Your Financial Data Workflow?
Start processing bank statements, brokerage notes, and investment reports in seconds. Join financial professionals who trust TableSense.