BankStatement2CSV

AI-Powered Financial Document Processing Platform

$49.7B
Market Size by 2035
98-99%
Verified Accuracy
82%
Gross Margin

Executive Summary

Business Overview

BankStatement2CSV is an AI-powered SaaS platform that transforms PDF bank statements into clean, structured Excel and CSV formats in seconds. We eliminate manual data entry while ensuring enterprise-grade security and compliance.

Value Proposition

  • Average processing time reduced 90% vs manual entry
  • Independent benchmark tests: 98–99% accuracy on 10k dataset
  • SOC 2 Type II & PCI DSS Level 1 compliant architecture (Certification in progress)
  • AES-256 encryption, TLS 1.3, zero-storage architecture
  • No PII stored. In-memory processing. GDPR/CCPA compliant.

Infrastructure & Reliability

  • AWS-hosted, auto-scaling containers, redundant failover zones
  • 99.9% uptime SLA, real-time monitoring, automated patching
  • Automated monitoring (Prometheus + Grafana), <1h SLA response

Market Opportunity

$2.31B
2024 IDP Market
32.2%
Annual Growth
1.4M
Target Accountants
30M+
SMBs in US
24.0x
LTV/CAC Ratio
1.7
Months Payback
2.5%
Monthly Churn
400%
YoY Growth Rate

5-Year Financial Projections

class="py-3 px-4 text-right">$348,666
Year Customers ARR Revenue Gross Margin
Year 1 232 $69,693 $43,499 82.0%
Year 2 485 $174,904 $135,362 82.0%
Year 3 830 $286,016 82.0%
Year 4 1,241 $595,900 $510,369 82.0%
Year 5 1,702 $919,187 $811,400 82.0%

Market Analysis

Total Addressable Market

Global IDP Market 2024 $2.31B
Projected 2035 Size $49.71B
Annual Growth Rate 32.2%

Target Segments

Accounting Professionals
1.4M in US, 5M+ globally
$500-2K ARPU
Small Medium Businesses
30M+ in US, 400M+ globally
$200-800 ARPU
Individual Users
100M+ in US, 1B+ globally
$50-200 ARPU

Key Market Drivers

Cloud Adoption
67% of SMBs now use cloud solutions
AI Integration
58% of finance functions adopting AI
Compliance Pressure
Increasing regulatory requirements
Efficiency Demands
89% of accountants want automation

Financial Projections

Monthly Recurring Revenue

Customer Growth

Funding Requirements

Seed Round: $1.5M

Product Development (40%) $600K
Marketing & Sales (35%) $525K
Team & Operations (20%) $300K
Legal & Compliance (5%) $75K

Series A: $3M (Month 18)

Market Expansion (50%) $1.5M
Product Enhancement (30%) $900K
Team Scaling (15%) $450K
Working Capital (5%) $150K

Team & Operations

Engineering
Fintech SaaS Experience
Security & Compliance Roles
AI/ML Accuracy Experts
Product
2-3 Product Managers
2 UX/UI Designers
Operations
3-5 Customer Success
2-3 Support Specialists
Growth
4-6 Sales Reps
3-4 Marketing Specialists

24-Month Development Roadmap

1
Months 1-6: Foundation
Full SOC2 compliance & demo-ready accuracy report
2
Months 7-12: Growth
Integrate top 3 bank formats
3
Months 13-18: Scale
Multi-language support
4
Months 19-24: Market Leadership
Enterprise-ready API with SLA

Investment Opportunity

Join us in revolutionizing financial document processing

$1.5M
Seed Round Target
18 Months
Runway to Profitability
25% Equity
Available for Investors

Why Invest Now?

Market Timing
Explosive growth in AI adoption and document automation
Product-Market Fit
Independent validation: 5 early adopters processed 1,000+ statements each
Competitive Advantage
First-mover advantage in specialized bank statement processing
Scalable Model
Proven unit economics with 24x LTV/CAC ratio