Supported banks

Every institution here has had real statements tie to the printed opening and closing balance to the penny.

Chasebusiness checking, including scanned statements with a text layer

JPMorgan Chase Commercialcommercial checking

Bank of Americabusiness checking, combined multi-account statements

Wells Fargobusiness checking

Citizens Bankbusiness checking, long statements (500+ lines)

Regions Bankbusiness checking, two-up check images

Wintrustbusiness checking (Fiserv/TWS core layout)

CIBC USbusiness checking

Capital One 360savings and checking

Bank Mandiri (IDR)e-statements, password-protected

Credit cards

Card statements tie the same way, with the card identity: previous balance plus charges minus payments equals the new balance.

American Express

Citi

U.S. Bank

Discover

Synchrony

Your bank isn't listed?

Convert a statement anyway. Most US bank layouts read correctly with the generic reader. If yours doesn't, the failure message says exactly what was kept (only the column headings — never a number), and the layout shape is queued. Email ville@pennyclose.com with the bank name and the layout is added within 24 hours on business days. That covers digital PDFs downloaded from the bank, which are the normal path. A scan with a text layer reads as text. An image-only PDF is read with OCR on our own server and then has to tie like any other statement. You are not charged for a statement that does not tie.