Statements → books

Every line, fetched and filed.

Crowled reads bank statements line by line, sorts each transaction into the right account, and hands back books that tie to the bank. Then it goes after the documents your clients forgot to send.

Chase ••4417 · Sep 20260 / 7
Ending balance$18,240.55 ✓ ties
How it works

Five steps from a PDF to a P&L.

01

Drop

Upload statements as PDFs, scans or exports. Any bank, any layout.

02

Parse

Dates, payees and amounts pulled out cleanly, with running balances checked.

03

Categorize

Each line mapped to a Schedule C or chart-of-accounts line. It learns your calls.

04

Reconcile

Opening plus activity must equal closing. Gaps get flagged, never hidden.

05

Report

A simple P&L and an export ready for your tax or accounting software.

Targets

Built to take the typing out of tax season.

~95%

of transactions categorized without a touch, goal for repeat clients.

$0.00

unexplained difference. Every statement reconciles or tells you why it doesn't.

<2 min

from upload to a categorized ledger for a typical month.

Roadmap

What Crowled is now, and what it's becoming.

Phase 1Live now

Parse & categorize

  • Statement parser
  • Near-automatic categorizer for 1099 and business clients
  • Simple P&L
Phase 22027

The chaser

  • Requests missing documents by text and email
  • Sent from the firm's own number and inbox
  • Follows up until it's in
Phase 32027

Open to firms

  • For local CPAs, preparers and bookkeepers
  • Pay per use, no seat licenses
  • Works beside the software you already use
Chaser preview

It asks for what's missing, in your client's language.

EN

Hi Maria, we still need your August statement for the business checking account ending 4417. Reply with a photo or PDF and we'll take it from there.

ES

Hola María, todavía necesitamos su estado de cuenta de agosto de la cuenta de negocio que termina en 4417. Responda con una foto o PDF y nosotros nos encargamos.

Bring the statements.
The crow does the rest.

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