Statements
From PDF chaos to QuickBooks‑ready transactions.
Upload bank statement PDFs from any bank. Cairn reads every transaction, learns how your firm categorizes, and syncs directly to QuickBooks Online or Desktop. Hours of manual entry become minutes.
How It Works
Four steps. No busywork.
Bank Statement PDF
Drop a PDF. Cairn handles the rest.
Drag and drop a bank statement from any institution. Single files or batch upload. Cairn auto-detects the bank, account type, and statement period from the document itself.
Extracting Transactions
Extracted
AI reads every line.
AI reads every transaction on the page: dates, amounts, descriptions, and running balances. Works with digital PDFs and scanned documents alike. Every transaction captured, nothing missed.
It learns your preferences.
AI suggests QuickBooks accounts and vendors based on your firm's chart of accounts. After three similar transactions, pattern matching takes over. Your corrections stick. Custom AI instructions per client let you fine-tune behavior further.
Reconciliation
One click to QuickBooks.
Push reconciled transactions directly to QuickBooks Online or QuickBooks Desktop via Web Connector. Validate balances and generate downloadable PDF reports.
How It Learns
Statements gets smarter with every document you process.
Your corrections become the system's knowledge. No retraining, no configuration files. Just use it.
Pattern Learning
Categorize a transaction three times the same way and the pattern locks in. Similar transactions get auto-categorized from then on. No AI needed.
Per-Client AI Instructions
Every client categorizes differently. Write plain-language instructions per company that override the AI's default behavior. "Classify all Stripe deposits as Sales Revenue." Done.
Transfer Detection
Moving money between accounts creates duplicates across statements. Cairn detects cross-statement transfers automatically and excludes them from sync.
Part of the Stack
Works with your Cairn suite
Cairn Stack
Subscription management, user provisioning, and usage-based billing through the portal.
QuickBooks Online
Push categorized transactions directly to QuickBooks Online.
QuickBooks Desktop
Sync via Web Connector for firms on QuickBooks Desktop.
Cairn Receipts
PlannedThe other half of the Statements story. Receipts handles expense documentation: receipt capture, categorization, and matching. Together they cover both sides of the ledger.
Supports every institution, every format
QuickBooks Online and Desktop sync
Ready to add Statements to your stack?
We're onboarding firms one at a time. Leave your info and we'll reach out.