Your statement becomes data. Without leaving home.
Import your bank statements into Yoseri. PDF, photo, CSV or OFX — read on your device, free, without limits. Nothing leaves for a server.
Yoseri is not open yet outside Canada.
This page describes the product as it works in Canada. The pension plans, the tax shelters and the connected banks here are Canadian: they do not transpose. Where you are, it would rather be the local public plan, with the local tax shelters as tax shelters and your tax administration opposite.
We do not claim to know those rules today — connecting them is work, not a translation. Tell us where you are: the order in which markets open is decided there.
Status on September 4, 2026 — Yoseri is not open yet. This page previews a product under construction. The screens show one worked example: every amount on them comes from it, none from a real user. The private beta opens on October 1: join the waiting list.
lecture | The statement shown, cross-checked, and never written without your say-so.
Free with manual entry, no banking credentials and no card. You see your first statement in four minutes.
Shown, cross-checked, and never written on its own.
The statement is parsed on the device, then shown to you line by line — dates, amounts, merchants — and cross-checked against what the account already holds. It waits for your agreement before a single line is written.
READING A STATEMENT
includedin the free plan — the Statement planNUMBER OF STATEMENTS
no limitmonths and accounts at willSENT TO A SERVER
nothingneither the file nor its contentsFORMATS
PDF · CSV · OFXplus photo and plain textCredit cards first — they carry a due date.
You say which account the statement belongs to — the Visa, the chequing account, the savings account — and the card comes first in the list, because a card statement carries a due date and a missed one costs real interest.
- A multi-month CSV, OFX or QIF goes through the dedicated import: columns detected, duplicates flagged
- A transaction already in the account is never written twice
- The reading engine — software, not your data — is downloaded once from Yoseri
Read a statement
What it costsPDF, photo, text
included, free planmonths, accounts
no limitfile, contents, analysis
nothingEverything is read on your device, shown, cross-checked — and waits for your agreement before being written.
The statement is the honest way in.
Connecting a bank is optional at Yoseri — and some people never will. The statement route gives them the same app: real transactions, real dates, real merchants, from a document their bank already produced.
Four minutes
From PDF to readable monthDrop the statement, glance at the lines, agree: the month exists in your budget. The walkthrough page shows the whole journey in video.
No credentials
Your bank password stays at the bankThe statement route asks for no banking connection at all. When you do choose to connect one, the security page explains what changes and what never does.
History too
Twelve months in one importA CSV or OFX export of the past year goes through the dedicated import: columns detected, duplicates flagged, and your medians exist from day one instead of month three.
Keep looking around
A photo of a receipt becomes a transaction — read on your device too, down to the price of your groceries.
See receipts Accounts and net worthWhere the imported months land: accounts gathered, transfers cancelled out, net worth computed.
See the accounts SecurityRead-only always, credentials entered at your institution, and the button that revokes everything.
See securityYour statement in 4 minutes. Free, no bank credentials.
The PDF is already in your inbox. Drop it, check the lines, agree — and your month exists, readable, in your budget.
Read on your device. Nothing sent to a server. Statements without limit, in the free plan.