Statement imports that put every transaction in context.
Import a bank statement. AI categorises every line, pre-selects confident suggestions and holds anything risky for you to decide before you confirm it.
For teams reviewing money in and money out
The WAWProfi workspace · illustrative figures
PDF or CSV statements
Upload a statement and WAW Profi reads its transactions, remembers the CSV layout and stops duplicates.
AI does the routine
Every line is categorised; high-confidence ones approve themselves at a threshold you set.
Risks are held, not posted
New payees, changed bank details, duplicates and odd amounts wait for a person.
Banking, in the product
From the bank line to a decision you can stand behind.
- Recorded in WAWProfi
Built for the lines that don't match on their own.
A second opinion on anything held
Ask Cy about a held transaction and it checks your bills, invoices and past payments before giving you its view — and the records it used.
Should I approve the £2,450 to J Merchant Services?
Cy AI
Searched bills and purchase orders · no match
Checked payee history · first payment
There is no bill or order for J Merchant Services and this is their first payment. I would hold it and ask who requested it before approving.
Business and personal, split properly
Sole traders and directors can mark personal spend and set a business-use percentage, so only the business share reaches the books.
Reaches the books£163.00 of £359.00
Mileage at approved rates, without mixing methods
Claim mileage at the approved rates. If a vehicle already has actual costs claimed, WAWProfi stops the second method before it doubles up.
Leeds client visits · August
0miles × 45p
Claim
£0.00
Actual costs are blocked for this car while it claims mileage.
Cy AI · Banking
Ask about any payment, get its story.
Cy reads your feeds, rules and matched records. Ask why something was held, what a payment was for or where the cash went this month.
- Why was this payment held?
- What came in this week?
- How is our cash position looking?
Answers cite your own records · Cy prepares, you approve
Everything included
What Banking does today.
17 capabilities · plan availability on pricing
Banking & reconciliation
- Direct Open Banking connections (not available yet)
- CSV statement import that remembers your column layout
- PDF statement import: scanned and read automatically
- Duplicate detection across feeds and imports
- AI categorisation for every transaction
- Automatic matching to invoices, bills, transfers and claims
- Confident suggestions pre-selected, so you confirm them in one go
- Risk alerts: new payees, changed bank details, duplicates and unusual amounts
- AI second opinion on any held transaction
- Rules: always treat a payee the same way
- Split a transaction across several accounts
- Create a bill or sales receipt straight from a bank line
- Bank reconciliation view: your statement against your books
- Personal vs business sorting, with business-use percentages
- Mileage claims at approved mileage rates, with protection against mixing two methods
- Anomaly and fraud detection
- Continuous reconciliation running in the background
Banking / In practice
How statement upload and reconciliation work
- 01
Bring in your transactions
Add the account, upload a PDF or CSV statement and review the transactions it contains.
- 02
Check the details
Compare amounts and references with your customer and supplier records.
- 03
Sort out differences
Confirm how each one is recorded, or send unmatched items to reconciliation for a closer look.
The practical details
Bank statement FAQs
Open a question to explore the workflow.
01How do I bring in bank transactions?
Direct Open Banking connections are not available yet. Add your bank account, then upload a PDF or CSV statement; WAW Profi reads the statement and checks for duplicates.
02Can the AI post transactions on its own?
Only above the confidence threshold you set, and never a transaction that trips a risk signal such as a new payee or changed bank details. Those wait for a person.
03Is the preview connected to my bank?
No. The screens on this page are examples. Your imported statements and financial records stay in your signed-in workspace.
Continue the story
Banking connects to…
Your next chapter / Banking
Make sense of every transaction
Confirm the features, availability and setup that suit your team.