Match statement activity to the documents behind it.
Upload a bank or credit-card statement, extract its transaction rows, and review likely links to receipts and invoices already in your archive.
Uploaded documents only. No bank connection. Extraction and match suggestions can be incomplete or incorrect and should be reviewed.
Statement review3 of 29 transactions
- Pine Street PharmacyJun 24 · Receipt with the same amount and date$14.11Suggested
- Foody MartJul 03 · Receipt confirmed by you$60.27Matched
- City ParkingJul 10 · No supporting document yet$23.50Unmatched
No bank connection. Statement and receipts stay available.
Extract each row. Compare the evidence. Make the decision.
Pocket Archive turns an uploaded statement into review work while keeping the statement and every candidate document available for inspection.
Upload
Add a statement document
Upload a supported bank or credit-card statement. Pocket Archive does not request a bank login or synchronize a live account.
Extract
Review transaction rows
Inspect likely dates, descriptions, amounts, direction, and currency extracted from the statement before using them for matching.
Decide
Confirm or reject a match
Compare candidates using available amount, date, and merchant evidence, then confirm, reject, or leave the transaction unmatched.
See which transactions have paperwork behind them.
The review separates supported transactions from open questions without claiming that the archive—or the statement—is a complete financial picture.
- Confirmed matchesKeep an accepted receipt or invoice connected to the corresponding statement transaction.
Open the statement row and supporting document together when you need to check the connection.
- Suggested matchesReview candidates that share available amount, date, or merchant evidence without treating similarity as proof.
A candidate remains a suggestion until you explicitly confirm it.
- Unmatched transactionsKeep transactions visible when no eligible supporting document can be found in the current archive.
An unmatched row may reflect a missing document, an extraction issue, or a purchase without a saved receipt.
Statement and candidate documents remain available
A statement becomes a review queue—not an automatic ledger.
Every transaction keeps a visible state so a suggestion never looks like confirmed supporting paperwork.
- RowsTransaction rows stay exactReview the posted date, statement description, amount, direction, currency, and source page extracted for each row.
- EvidenceCandidate evidence stays visibleLikely receipts and invoices are compared using the details available in both documents, including amount, date, and merchant.
- DecisionYour decision stays explicitConfirm or reject a suggestion, open both documents, or leave a transaction unmatched when the supporting evidence is not there.
Review statement evidence inside your private archive.
Statements can expose account details, merchants, dates, and spending patterns. Pocket Archive works from the files you choose to upload and keeps reconciliation tied to those source documents.
Read the privacy policy- Statement file
- Encrypted
- Review queue
Does Pocket Archive connect to my bank?
No. Pocket Archive works only from statement documents you upload. It does not connect to bank accounts, credit cards, or live balances.
How are statement transactions matched to documents?
Pocket Archive compares available transaction details—such as amount, date, and merchant—with eligible receipts and invoices already in your archive.
Are suggested matches automatically accepted?
No. Suggested matches remain reviewable. Confirm or reject them before relying on the connection, and open both source documents when the evidence matters.
What happens when a receipt is missing?
The transaction remains unmatched. Pocket Archive cannot recover a receipt or invoice that was never added to your archive.
Turn statement rows into a checklist you can inspect.
Start free, upload a supported statement, and review what your existing receipts and invoices can support.
Explore document-derived financial insights