How to Import Your Bank Statements into Finntree (5-Min Setup)

Getting Started with Finntree Is Easier Than You Think

Most business owners dread switching financial tools because they assume the setup will eat an entire weekend. With Finntree, the reality is different. You can go from zero to fully categorized financial data in under five minutes, no accountant required.

Here is exactly how the import process works, step by step.

Step 1: Export Your Bank Statement

Log into your online banking portal and download your transaction history. Finntree accepts 47 file formats including CSV, PDF, OFX, QFX, QIF, MT940, CAMT.053, and Excel files. If your bank offers it, we can read it.

Not sure which format to pick? PDF works perfectly. Finntree's AI engine reads scanned and digital PDFs with equal accuracy.

Step 2: Upload to Finntree

Open your Finntree dashboard and click the upload button. Drag and drop one or multiple files. You can upload an entire year of statements at once.

• Single file: Drop it in and processing starts instantly
• Batch upload: Select up to 50 files at once for bulk import
• Multiple accounts: Upload statements from different banks and Finntree keeps them organized

Step 3: AI Categorization

Within seconds, Finntree's AI engine reads every transaction and assigns it to the correct category. Rent payments go under overhead. SaaS subscriptions get tagged as software. Client payments are matched to revenue. The AI learns from your corrections, getting smarter over time.

Step 4: Review and Refine

After the AI finishes, review the dashboard. You will see your income, expenses, and cash flow visualized immediately. If any category needs adjusting, a single click reassigns it and the AI remembers for next time.

What Formats Does Finntree Support?

Ready to Get Started?

Stop wasting hours on manual data entry. Create your free Finntree account and import your first bank statement in under five minutes. Explore all features or check our pricing plans.