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Free during the beta · Ready the same day
Now in free beta: bank statements into a checked Excel workbook, and invoices, receipts and other documents into Excel or Word.
of Americans think they can trust information from AI only some of the time or hardly ever.
of finance professionals are concerned about whether AI’s insights can be trusted.
of accounting firms are turning away clients because they can’t find the staff.
We tested six different AI systems on the same work. 50% got it wrong, 17% made up the data, and only 33% got it right.
The wrong ones looked just like the right ones. That’s why nothing reaches you until it’s checked and verified.
We do the checking, so you don’t have to.
If we ever get something wrong, we fix it.
Every cell is verified against your own documents. If one doesn’t hold up, the work doesn’t leave.
You get a workbook you can rely on. If we have any questions while we build your workbook, we’ll ask you.
Every service is checked by our own proprietary software, and on a bank statement order, every check is run by it. While another AI can be a useful second reviewer, and on some services we use that too, it can also make a mistake. Software doesn’t guess. It runs the same checks, the same way, every time, against your own documents.
Every bank order goes through up to 50 checks before the workbook reaches you. Below are some examples. Each one passes, stops the workbook, or asks you a question.
Before an amount goes into your workbook, it has to be found on the statement it came from. If it isn’t there, it doesn’t go in.
Catches: a payment that isn’t on your statement, added so the balance would come out right.
Every section has to add up to the subtotal your bank printed, and the opening balance plus deposits minus withdrawals has to land on the closing balance. If a statement is too hard to read to add up, we ask you for a clearer copy.
Catches: a skipped or misread line.
Each statement has to open where the one before it closed. No month missing, none twice.
Catches: a month left out.
When a business on your statement isn’t one we know, we identify it before your transactions are filed. If we can’t, we ask you.
Catches: a gas station filed as a store, because its name doesn’t say what it sells.
A separate spreadsheet program recalculates every formula, and every total is worked out again from the transactions. The two have to agree to the cent.
Catches: a total that skips a row.
No leftover sample rows, hidden tabs or stray names. The workbook you download is the exact file that passed every check.
Catches: the wrong version, or someone else’s data, reaching you.
Your portal shows how many checks ran on your order.
Our proprietary software has a suite of 64 checks for real estate models. A single order runs up to 52 of them: the ones that fit its property type and the documents you send. Each one passes, stops the model, or asks you a question.
Each formula has to use the cells it should: the loan payment from the loan amount, the sale from the right year’s income, every total from what its label says.
Catches: a debt payment worked out from the purchase price instead of the loan.
Every figure the model starts from is traced to the page of your documents it came from. A figure your documents don’t give is asked about or labeled as an assumption.
Catches: a rent from the broker’s forecast passed off as today’s rent.
Every table in the memo, and any T-12 or rent roll you send, has to add up to the totals it prints, and the tables have to agree with each other.
Catches: a suite on the summary page that is missing from the rent roll.
The model’s results are worked out a second time, and the two have to agree.
Catches: a sale priced off the wrong year’s income.
Every income and every cost appears once, in one place.
Catches: a reserve taken out as a cost and again below the income line.
A one-time bill, a refund or a missed month in the operating history is pointed out, with what the model did about it.
Catches: a month with no utility bill making the year look cheaper.
Your portal shows how many checks ran on your order.
Our proprietary software has a suite of 58 checks for document extraction. A single order runs up to 50 of them: the ones that fit the documents you send. Each one passes, stops the workbook, or asks you a question.
Every page of every file is either in your workbook or listed for you on its Questions tab, never dropped quietly.
Catches: a photo page skipped, or two invoices on one scan read as one.
Before a figure goes in, it has to be found on the page it came from.
Catches: a total changed so the invoice would add up.
The lines have to add up to the subtotal, and the subtotal, tax and charges to the printed total. If they don’t, we ask you rather than fix it.
Catches: a misread digit, or a line counted twice.
Every figure on the page is in the workbook, and every other line is kept word for word.
Catches: a fee or discount dropped.
Each currency is totalled on its own.
Catches: euros added to dollars.
A separate spreadsheet program recalculates every formula, and every total is worked out again from the documents. The two have to agree to the cent.
Catches: a total that skips a row.
Your portal shows how many checks ran on your order.
In our testing, an AI filed four payments to a local shop as charitable donations.
The shop’s name sounds like a charity’s, and the same statements had many payments to charities with names like it. The AI went by the name and never looked the business up.
Filed as donations, four ice cream purchases could have ended up on a tax return as charity.
Every unfamiliar business has to be identified before anything is filed. This one was identified as an ice cream shop, and the four payments were moved to Restaurants & takeout.
When your documents don’t say enough, like a payment to a name we can’t identify, a figure a memo doesn’t give, or an invoice that doesn’t say whether it was paid, we ask you in your portal. We don’t guess.
These checks prove your workbook matches your documents. Whether a number suits your lender or your taxes is for you and your advisors to judge.
Watermarked previews of the actual deliverable format — illustrative data, not a live or editable file. Click any image to enlarge it, then click again to zoom in for a closer look.
If the work can be checked and verified, AI does the work and we prove it. During the beta we take bank statements and document extraction; the rest are coming.
Months or years of banking history organized by category, so you can see exactly where your money goes. We process thousands of transaction lines, and every cell is checked against your statements before the workbook reaches you.
Income and expense sorting, every unfamiliar business identified, category totals with a monthly average, and refunds and returned payments netted out.
Spending trend identification and budget recommendations.
Bank statements in any format: PDFs, scans, photos, or your bank’s Excel or CSV download.
A scannable cash flow report showing exactly where your money is going — every transaction categorised and tagged with the statement file and period it came from, with per-category subtotals.
A trailing-twelve operating statement from the same data — from bank statements where that is all you have, or from a profit and loss where you do — normalised, with every adjustment stated and traceable back to the line it came from.
Invoices, receipts, letters and any other documents, turned into Excel for figures and Word for text. Every value is as printed, tied to its page, and checked against your documents before it reaches you.
Every line item, tax and total, what was paid and what is still owed, and totals by vendor and by month. Every field and table from forms and price lists, and every page of text, typed or handwritten.
Any file you have, sent from your portal: PDFs, scans, photos, office files, drawings and CAD files.
An Excel workbook, and a Word file for pages of text. Anything that can’t be read clearly goes on a Questions tab for you to answer, never guessed.
An Excel underwriting model for a property or a portfolio, built from the offering memorandum. Every input is traced to the page it came from, and every figure is checked before the model reaches you.
Sources and uses, the loan, cash flow by month and by year, the sale, the returns, sensitivity tables, and the seller’s figures next to the model’s. Apartments, office, retail, industrial, hotels, land and more.
The offering memorandum. A T-12, a rent roll and the leases help if you have them, but you don’t need them.
A working Excel model: change an input and the whole model updates. Each figure is listed with the page it came from.
While BinaDesk is in its beta, our bank statement and document extraction services cost nothing. Prices will be set when the beta ends, and we’ll tell you before anything is ever charged.
During our beta we take bank statements and document extraction. The services marked coming soon are on their way.
One-off projects fall into one of three tiers based on volume and complexity. Anything outside these — large pipelines, custom builds — gets its own quote. Recurring work is priced differently; see below. You'll always see the number before you pay anything.
A single bank statement or a short PDF extraction, a quick spreadsheet fix, a one-page memo.
A standard cash flow model, a blueprint takeoff, a stack of invoices or receipts to organize.
Detailed real estate models with monthly projections, multi-account transaction history, large document extractions, multi-property portfolios.
Large pipelines, custom builds, or anything outside the above, we'll scope it and send a number.
WIP schedules, lease abstraction and bank statement work are not one-off jobs — they recur for as long as the project or the vendor relationship lasts. Pricing those by file volume makes no sense, so we price them by the unit of work you actually count, on a monthly engagement with a set volume included and overflow quoted before we start it. Tell us your monthly volume and we'll send a number.
Priced per lease abstracted, with rent roll reconciliation quoted alongside it for the same document set.
Priced per statement-month per account, so a year of history across three accounts is a predictable number.
Priced per contract on the schedule, quarterly. Most contractors run the same jobs quarter to quarter, so the number is stable.
Send us your documents and get your workbook, free during the beta.
| Monday – Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 1:00 PM |
| Saturday | Closed |
| Sunday | Closed |
No. Every AI makes mistakes, even the best ones. What you can have is AI whose mistakes get caught: its work is checked against your own documents by fixed rules before you use it, and anything a rule can’t settle is marked, not guessed. That’s what we do.
Not on its word alone. AI can read a statement, add up a column or sort spending, and it’s often right. But when it’s wrong it looks just as sure, and it can even make up a number so a total comes out right. You can trust the numbers once each one has been checked against the document it came from.
An AI chat tool writes the answer that seems most likely. It doesn’t add up columns the way a calculator does, and it doesn’t go back to look at the page. So it can misread a digit, skip a line, count a payment twice, or fill a gap with a number that looks right. The same goes for Excel: a formula AI writes can look fine and still leave out a row.
Not by looking at it. Each figure has to be checked against the document it came from, and anything that can’t be settled has to be marked, not guessed. We do that on every order: see how we check.
No. You send us your documents and we do the rest: AI does the work, and our software checks every cell against your documents. You get a finished result you can use right away.
During the beta, your bank statements in any format: PDFs, scans, photos, or your bank’s Excel or CSV download. You get an Excel workbook with every transaction sorted into a category and tagged with the statement it came from, plus category totals and a monthly average.
Most orders are ready the same day. You can follow each order’s progress in your portal.
Our software reads your files and builds your workbook. AI models from Anthropic, Google and OpenAI help read statements and identify businesses, through their business services, whose terms say they do not train their models on your data. A person on our team looks at your order only when something needs a person, and we record every time they do.
We never sell your data or share it with anyone not listed on our Security page, and we’re happy to sign an NDA before any files change hands.
Your files travel over an encrypted connection and are stored in the United States on disks our host encrypts. A new browser needs a code we email you, and you’re signed out after 15 minutes without activity. If your data is ever exposed, we’ll tell you within 72 hours.
The full details are on our Security page. To report a security problem, email security@binadesk.com.
We delete the files you send us 30 days after we deliver your workbook. Your workbook stays in your portal until you delete it, and one button there deletes everything sooner.
If your workbook has a real error, we correct it and refund what you paid for that order. A real error is a wrong amount or date, a transaction left out or added, or a transaction filed under a different kind of spending, such as a hardware store filed as fuel. A choice between two close categories, such as hardware or housewares for a home improvement store, isn’t an error, though we’ll still change it if you ask. Tell us within 14 days of delivery. During the free beta there is nothing to refund, and we still correct it.
You can, and often it will be right. The trouble is you can’t tell when it isn’t. In our testing, six different AI systems did the same work, and the wrong ones looked just like the right ones. And checking it yourself often takes longer than the time AI saved you. We do the checking, so you get a workbook you can rely on.
No. We check that your workbook matches your statements. It isn’t an audit or accounting advice.
“Bina” refers to understanding or applied intelligence, the ability to take raw information and turn it into something usable, accurate, and complete.
Reach out directly or submit your project and we'll handle the rest.
Our software checks every workbook against your own statements before it reaches you. If something still is not right, here is exactly what happens.
If your workbook has a real error, we correct it and refund what you paid for that order. A real error is a wrong amount or date, a transaction left out or added, or a transaction filed under a different kind of spending, such as a hardware store filed as fuel. A choice between two close categories, such as hardware or housewares for a home improvement store, isn’t an error, though we’ll still change it if you ask. Tell us within 14 days of delivery. During the free beta there is nothing to refund, and we still correct it.
During the beta there is nothing to pay. You can delete an order, and everything we hold for it, from your portal whenever it isn’t being worked on.
Please contact us first at info@binadesk.com. We reply within one business day and would far rather resolve it directly than through your card issuer.
Refunds are issued to the original payment method and typically appear within 5–10 business days, depending on your bank.
We'd rather answer them up front than have you find out afterwards.