Import data
Bring your financial data into Bernli with less manual entry. Upload receipts, bank statements, or CSV files, then review AI-extracted and categorized transactions before relying on them.
Import your data
Import your financial data from PDF or image files.
Drag and drop or choose file(s) to upload
Supported file types: PNG, JPEG, JPG, PDF, TEXT, PLAIN, TEXT, CSV.
Maximum size per file: 50 MB.
Uploaded files
bank_statement_feb.pdf
1.3 MB
receipt_groceries.jpg
482 KB
export_transactions.csv
156 KB
Documents
Imported documentsImport data
Upload receipts, statements, or CSV files. AI extracts transactions and adds them to your account.
Key capabilities
AI-powered extraction
Upload a receipt or statement and AI reads and extracts every transaction.
PDF & CSV import
Import bank statements, receipts, or transaction exports — supports PDF, CSV, and image files.
Draft categorization
Imported transactions can receive draft categories based on learned patterns for your review.
Batch processing
Upload multiple files at once and let Bernli process them all.
Trust and advice boundaries
Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.
Ready to organize your budget data?
Signups will open soon while we finalize launch details.