🏦

Bank Statement
Analysis

Upload your bank statement and get a clear breakdown of spending categories, income patterns, recurring charges, and potential issues.

Analyze Your Bank Statement

What BriefMyDoc reveals in your bank statement

Understand where your money goes and spot issues instantly.

Spending Categories

Automatic categorization of transactions — groceries, dining, subscriptions, utilities, transport, healthcare, and more in clear totals.

Income Tracking

Salary deposits, freelance payments, refunds, and other income sources identified and summarized by frequency and amount.

Recurring Charges

Subscriptions, memberships, and recurring debits identified with monthly costs, billing cycles, and potential duplicates flagged.

Fees & Charges

Overdraft fees, ATM charges, maintenance fees, and foreign transaction costs identified with total amounts over the statement period.

Unusual Activity

Transactions that differ from your usual patterns, large one-time charges, unfamiliar merchants, and potential unauthorized activity.

Ask Follow-up Questions

"How much did I spend on dining out?" "What subscriptions am I paying for?" Ask up to 10 questions about your statement.

Types of bank documents we analyze

Checking Account Statements

Monthly or quarterly checking account statements. Full transaction analysis with spending categories and balance trends.

Savings Account Statements

Savings account activity summaries. Track deposits, withdrawals, interest earned, and progress toward savings goals.

Credit Card Statements

Credit card billing statements. Spending analysis, interest charges, minimum payment breakdowns, and reward earnings.

Business Account Statements

Business banking statements. Revenue vs. expenses summary, vendor payments, payroll tracking, and cash flow insights.

Investment Statements

Brokerage and investment account statements. Portfolio value, contributions, withdrawals, dividends, and fee analysis.

Loan Account Statements

Mortgage, auto, and personal loan statements. Payment breakdowns, interest vs. principal, remaining balance, and amortization.

What BriefMyDoc helps you spot

Our AI analysis highlights actionable insights from your statements:

  • Subscriptions you may have forgotten about or no longer use
  • Excessive bank fees that could be avoided with a different account
  • Duplicate charges or double-billing from merchants
  • Spending spikes compared to your usual patterns
  • Transactions from unfamiliar or potentially fraudulent merchants
  • Recurring price increases on existing subscriptions
  • Opportunities to reduce spending in high-cost categories

Understand your spending in minutes

Upload your bank statement and get categorized insights, fee analysis, and spending patterns instantly.

Analyze My Bank Statement