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Woodo

Your statements, analyzed in a heartbeat·woodofinance.com

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Woodo is a bank statement converter and AI spending analyzer. Users upload a bank or credit card statement PDF and it converts it to clean CSV or Excel while automatically categorizing spending on a visual dashboard. It requires no bank login or manual data entry, works with statements from many major banks worldwide, and supports multiple profiles for households or client management.

What it's for

Converting bank or credit card statement PDFs to CSV or ExcelAutomatically categorizing credit card and bank transactionsTracking spending across multiple cards and banksDetecting small or suspicious test charges hidden in a statementManaging shared household or family budgets across multiple profilesManaging multiple clients' statements as a financial advisorReviewing card rewards, annual fees, and reward rates

Features 14

  • AI-based transaction extraction (merchants, amounts, dates, transaction types)
  • Automatic spending categorization
  • Card rewards analysis (annual fees, reward rates, perks)
  • CSV and Excel export
  • Email and dedicated email support on paid plans
  • Instant dashboards with breakdowns by category, card, and bank
  • Interactive live demo of dashboard, statements, and cards pages
  • Magic link sharing for profile access
  • Multi-profile management for families, couples, or advisory clients
  • No bank login required
  • PDF bank/credit card statement to CSV or Excel conversion
  • Priority processing on paid plans
  • Row-level security for stored statements and transactions
  • Sortable transaction view to surface small/suspicious test charges

At a glance

free tier
TypeWeb app
DeploymentCloud
PlatformsWeb
Forindividuals, families, couples, financial advisors
CompanyWoodo

Pricing

Prices shown are per month; paying annually lowers the effective monthly rate (e.g., Starter drops from $4.99 to $2.99/mo, Max from $249.99 to $209.99/mo).

FreeFree

1 PDF upload per month, Single profile only, AI transaction extraction, Auto-categorized spending, Dashboard & charts, CSV export, Card rewards analysis

1 PDF upload per month, single profile only

Starter$4.99/mo

Save 40% with annual billing

3 PDF uploads per month, single profile only

Pro$14.99/mo

Save 27% with annual billing; marked Most Popular

10 PDF uploads per month, up to 4 profiles

Advisor$49.99/mo

Save 20% with annual billing

50 PDF uploads per month, unlimited profiles

Max$249.99/mo

Save 16% with annual billing

Unlimited PDF uploads, unlimited profiles

Last checked 20 days ago·