BankerPro — AI Bank Statement Analyzer
Nicholas Bridgemohan
The problem
Banks give customers PDF statements, not usable data. Understanding where money goes means typing transactions into a spreadsheet by hand, so most people and small businesses never do it.
The solution
BankerPro reads PDF and CSV statements with Claude, extracts every transaction, sorts it into categories, and turns the result into charts and AI-written recommendations. Sensitive data is encrypted before it is stored.
Key features
PDF and CSV statement upload
AI transaction extraction and categorization
Spending charts and trend reports
AI-written insights and saving recommendations
Excel export
Subscription billing through PayPal, plus Google sign-in
Tech stack
AI: Anthropic Claude
App: Next.js, React, TypeScript, Tailwind CSS, Recharts
Data: Neon Postgres, Drizzle ORM
Security: AES-256-GCM encryption at rest, JWT sessions, Google OAuth
Payments and hosting: PayPal Subscriptions API, Vercel
Results
Running in pilot with early users
Statement text and transaction descriptions encrypted at rest
Full case study: https://www.bridgemohan.com/work/bankerpro
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Posted Sep 15, 2026
AI-powered financial tool that ingests bank and credit card statements, automatically categorizes transactions, surfaces spending patterns, and savings actions.
