BalanceProof

Bank statement PDFs → verified Excel/CSV exports. The converter that proves its work.

Every export passes a reconciliation check before you download it:

• opening balance + Σ transactions = closing balance
• running-balance continuity per row
• duplicate & date-order detection
• confidence score per statement

Architecture

browser ──▶ Next.js web app ──▶ FastAPI worker
             │  (upload, jobs,      │  (pdfplumber extraction,
             │   exports, billing)   │   bank configs, validation)
             ▼                      │
           Postgres ◀── results jsonb
           ./data/uploads (shared volume)

• apps/web — Next.js 14 (App Router) + Tailwind. Upload UI, REST API routes, Postgres via postgres (porsager).
• apps/worker — FastAPI + pdfplumber. Bank-specific parsers (app/banks/) with a generic fallback, plus the validation engine (app/validate.py) — the moat.

Quickstart (Docker)

cp .env.example .env
docker compose up --build
# web    → http://localhost:3000
# worker → http://localhost:8000/healthz

Quickstart (local dev)

# terminal 1
docker compose up db

# terminal 2: worker
cd apps/worker && pip install -r requirements.txt
uvicorn app.main:app --reload --port 8000

# terminal 3: web
cd apps/web && npm install && npm run dev

Roadmap

• v0.1 — PDF → CSV with balance validation (this repo)
• XLSX + QBO/OFX export formats
• Top-20 bank config library + public accuracy benchmark page
• Batch/ZIP upload, client folders (Firm tier)
• Stripe credits + subscriptions ($9 pack / $19 Starter / $39 Pro / $79 Firm)
• Programmatic SEO pages (/{bank}-bank-statement-to-excel × top 200 banks)