Ai-agent Bank statements apps 2025

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Docsumo

Get clean data tables from unstructured docs in seconds Show more

Docsumo is a robust AI-powered document processing platform designed to automate the extraction of data from unstructured documents such as invoices, bank statements, and insurance forms. By leveraging advanced Optical Character Recognition (OCR) and machine learning technologies, Docsumo optimizes workflows and minimizes manual errors, ensuring efficiency and accuracy in data handling. The platform seamlessly integrates with various business applications, providing a smooth transition and operational consistency across different systems. Widely trusted by industries like finance, insurance, and logistics, Docsumo prioritizes data accuracy while maintaining strict security standards. It is fully compliant with major regulatory frameworks, including GDPR, SOC2, and HIPAA, ensuring that data privacy and security are never compromised. Enjoy streamlined document processing and elevated operational efficiency with Docsumo's cutting-edge capabilities.

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Streamlines workflows

Ai-powered extraction

Automates data extraction

Ocr and machine learning

Reduces manual errors

Integrates with applications

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PT2 ‑ Statement Printer

$10-$30 / Month

7.4

6 Reviews

Print statements for customers Show more

PT2 ‑ Statement Printer is a comprehensive solution designed to streamline your administrative accounting tasks within the Shopify platform. This app allows you to generate customer statements easily, eliminating the need to export orders to spreadsheets or standalone accounting software. With PT2, you can simply select a customer, choose their relevant orders, and either print, save, or email the statement directly. The app offers customization options such as adjusting colors, fonts, and sizes, and you can also incorporate your company logo and specific fine print details. Users have the flexibility to make manual changes, add notes, or include additional information on the statements. Additionally, the app supports downloading statements as PDFs or printing them directly from your browser's print window. For seamless communication, you can email statements directly to customers, although this feature requires an Email Plan.

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Create statements

Email statements

Customize layout

Print/save statement

Manual edits

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Company Financials Agent

Check the financial statements and performance of a company. Show more

Company Financials Agent is a cutting-edge app designed to revolutionize the way you analyze a company's financial health. Leveraging the power of AI, it instantly retrieves and interprets essential financial data, including balance sheets, revenue trends, and profit margins, to provide you with comprehensive insights. Ideal for professionals assessing risk, exploring investment opportunities, or benchmarking against competitors, this app offers real-time analysis that empowers you to make smarter, data-driven decisions. By automating the heavy lifting involved in financial analysis, Company Financials Agent frees you to focus on strategy and growth. Its intuitive interface ensures ease of use, making sophisticated financial analysis accessible to everyone. Stay ahead of the curve with unparalleled insight into company financials, and let AI transform your decision-making process.

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Real-time insights

Ai-driven analysis

Risk assessment

Financial data retrieval

Investment exploration

Competitor benchmarking

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Pay by Bank Messaging

Pay by Bank banner for products, cart drawer, and checkout Show more

Pay by Bank Messaging is a versatile app designed to enhance customer awareness of the Pay by Bank payment option in your online store. By strategically placing informative banners next to key purchase buttons, such as the "Add to Cart" and "Checkout" buttons, this app effectively highlights the benefits of this convenient payment method at crucial decision points. The app is a seamless theme extension, easily integrating into your store's existing layout and allowing you to position the banners anywhere on your store pages. Additionally, it offers a simple app embed feature to enhance visibility in the cart drawer. Tailor the banner's appearance to your brand aesthetics by customizing the pill color and text color, ensuring a cohesive and attractive look throughout the user experience. With Pay by Bank Messaging, boost your customers’ payment confidence and drive increased adoption of the Pay by Bank option.

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Customizable colors

Customizable banner

Theme extension

Product page placement

Cart drawer placement

Checkout flow placement

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Vyne Pay with Bank

Streamlining payments directly from customer bank accounts for faster transactions. Show more

Vyne Pay with Bank is a cutting-edge financial app designed to boost your business growth by streamlining payment processing and optimizing cash flow. This innovative tool allows businesses to accept direct bank payments from customers swiftly and securely, reducing the reliance on traditional card transactions. By eliminating intermediaries, Vyne not only enhances transaction speed but also reduces processing fees, ultimately saving your business money. The app integrates seamlessly with existing systems, offering a hassle-free setup and providing real-time payment insights to help you make informed financial decisions. With advanced security measures in place, Vyne ensures that every transaction is protected, building trust with your customers. Empower your business with Vyne Pay with Bank, and focus more on growth and less on financial logistics.

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Faster transactions

Direct bank payments

Open banking integration

Instant payments

Account-to-account

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Komfortkasse offline payments

9.1

8 Reviews

Automatically mark Bank Deposit, COD or Invoice orders as paid Show more

Komfortkasse Offline Payments is a robust financial solution designed to streamline offline payment processing with minimal manual intervention. It operates seamlessly in the background, automatically assigning orders even when customer details such as names, order numbers, or amounts don't perfectly match. This fault-tolerant system ensures smooth transaction management, reducing the risk of errors often associated with manual handling. The app also facilitates direct refunds without the need for TAN (Transaction Authentication Number), making the process quick and user-friendly. Users benefit from integrated European bank accounts, eliminating the necessity for a separate bank account. Additionally, Komfortkasse offers features like automatic payment reminders and customizable dunning options, including optional free debt collection services, enhancing payment recovery efforts effortlessly.

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One-click refunds

Payment reminders

Automatic payment assignment

Integrated bank accounts

Fault-tolerant system

Debt collection

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Link Money On-site Messaging

Advertise Link Money - Pay by Bank across your site. Show more

Link Money On‑site Messaging is a powerful tool designed to enhance your website by showcasing the benefits of the Link Money - Pay by Bank payment method. By integrating display ads, banners, and tooltips, this app ensures that customers are well-informed about this convenient payment option, encouraging its adoption. The app is highly customizable, allowing you to tailor its features to perfectly suit the aesthetics and needs of your store. With dedicated support from Link Money, the installation process is streamlined, making setup as easy as flipping a switch. To use this app, ensure you already have Link Money - Pay by Bank enabled on your site. Elevate your customer experience and boost your payment method's visibility effortlessly.

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Customizable settings

Easy setup

Display ads

Showcase benefits

Increase adoption

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IDPartner

Secure Identity Verification with Trusted Bank Partners Show more

IDPartner is a cutting-edge app designed to provide businesses with a seamless and privacy-preserving solution for verifying the legitimacy of their buyers. Unlike traditional methods that require customers to scan or upload sensitive documents, IDPartner leverages its extensive network of bank partners. This innovative approach ensures that buyers are genuine, as they've already undergone stringent know-your-customer checks by their banks. By integrating IDPartner into your checkout process, you can eliminate friction and enhance customer experience while ensuring security. The app also offers customizable verification rules, allowing businesses to tailor the solution to their specific needs. With IDPartner, you can confidently verify customer identities and addresses, streamlining operations and minimizing fraud risk.

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Customer verification

Address verification

Configurable rules

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PayRules: Hide Payment Methods

$4.99 / Month

9.2

59 Reviews

Hide COD, PayPal, Stripe, Bank Deposit or any payment methods Show more

PayRules: Hide Payment Methods is a powerful tool designed by KlinKode to streamline your e-commerce checkout process. This app allows you to customize the visibility of payment methods such as Cash on Delivery, PayPal, and others based on various conditions like cart total, customer type, or product category. By tailoring payment options, merchants can effectively reduce risks associated with unwanted chargebacks, account freezes, and additional shipping fees, which can often lead to significant losses. PayRules enhances the checkout experience by making it more relevant and convenient for both merchants and their customers. This leads to improved customer satisfaction and increased conversion rates, while also safeguarding your business from avoidable costs. Compatible with all Shopify plans including Shopify Plus, PayRules delivers flexible payment management solutions for businesses of all scales, from B2C to wholesale and B2B markets.

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Hide payment methods

Customize checkout

Conditional payments

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MD Partial Offline Payments

$4.99 / Month

8.2

1 Reviews

Record partial offline payments like bank deposits & cash Show more

MD Partial Offline Payments is a convenient app designed for Shopify users to effortlessly manage and record partial payments made through offline methods like deposits, bank transfers, or cash. By selecting an unpaid order and entering the received amount, the app automatically adjusts the outstanding balance, making payment details visible on your Shopify admin order page. Its intuitive order search function and the capability to record payments directly from the order page streamline the payment management process. While the app marks orders as partially or fully paid, it does not process the payments themselves. This feature makes it an ideal tool for businesses handling a variety of offline payment transactions. Additionally, a new feature allows users to leverage the "more actions" dropdown for even faster payment recording.

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Partial payment recording

Offline payment tracking

Adjust order balance

Order search function

Direct payment entry

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Amaka

Amaka: Automate financial data sync and enhance bank reconciliation efficiency. Show more

Amaka is a powerful integration tool designed to streamline your financial processes by eliminating manual data entry and speeding up bank reconciliations. It seamlessly syncs daily order summaries from BigCommerce directly into your chosen accounting platforms, including Xero, QuickBooks Online, and MYOB. This integration ensures that your financial data is always up-to-date, allowing for accurate and efficient bookkeeping. With Amaka, you can customize your sales summary invoices by selecting from a variety of formats, tailored to suit your business needs. The app not only enhances the accuracy and reliability of your financial records but also saves you time, enabling you to focus on growing your business instead of managing data entry tasks. Whether you're a small business owner or a financial professional, Amaka offers a convenient and effective solution for managing e-commerce financials.

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Automated data sync

Invoice generation

Bank reconciliation

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LitaCat ‑ Page Watermark

$1.99-$4.99 / Month

Boost your store's conversion with clever watermark design. Show more

LitaCat ‑ Page Watermark is a specialized tool crafted for Shopify merchants that simplifies the process of adding watermarks to product pages. This app is designed to enhance brand identity while providing a seamless user experience without disruptions. By using this tool, merchants can effortlessly declare copyrights, convey political stances, offer reminders, or provide explanations directly on their product pages. The watermarks serve as a protective measure for intellectual property, ensuring that vital information consistently stands out. With its straightforward setup, Page Watermark not only safeguards your content but also reinforces your brand's presence and message. Whether for legal protection or personal expression, this app ensures that your store's information is communicated effectively.

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Protect ip

Convey info

Non-disruptive

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AfterShip Traffic & Ads

9.1

117 Reviews

Seize advertising opportunities and show ads in similar stores Show more

Automizely Traffic & Ads is a powerful app designed to boost your store's visibility by utilizing ad exchange networks, seamlessly connecting your products with customers who have high purchase intent. By collaborating with similarly themed Shopify stores, you can effortlessly exchange high-quality eCommerce traffic in just a few minutes. The app’s intuitive interface allows you to easily set up and display visually appealing ads on partner stores without requiring any technical skills. You can efficiently manage your ad campaigns and access comprehensive performance analytics from a single dashboard. With features like easy product selection and ad categories exclusion, you maintain full control over what gets advertised, ensuring your promotions reach the right audience. Automizely Traffic & Ads simplifies the process of driving quality traffic to your store, maximizing exposure and potential sales with just a few clicks.

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Performance analytics

Ad exchange network

Easy ad setup

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Unique Transactions Code

$4.99 / Month

8.2

2 Reviews

Helping you to check manual bank transfers descriptions Show more

Unique Transactions Code is an innovative app designed to streamline the manual payment process for stores, ensuring accuracy and efficiency in order management. It addresses the common challenge faced by businesses that manually capture payments, by ensuring each order's total is uniquely identifiable before marking the payment status as PAID. This prevents errors in payment verification and tracking, reducing the risk of marking unpaid orders as completed. By integrating a unique code to each order total directly on the cart page, the app guarantees that every transaction is distinct. This feature not only aids in mistake-free order processing but also enhances customer trust and operational transparency. With Unique Transactions Code, businesses can confidently manage their orders and payments manually, with added security and precision.

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Unique order code

Manual payment verification

Order total adjustment

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On-Demand Liquidity by Receive

Boost cash flow easily: zero fees, no credit checks, instant access. Show more

On-Demand Liquidity by Receive is a pioneering app designed to provide small businesses and sellers with instant access to their earned revenue. By bridging the gap between making a sale and actually receiving the payout, Receive eliminates costly delays and the typical "time to money tax." Unlike traditional loans or cash advances, this innovative tool offers a zero-interest, zero-fee solution without the need for credit checks. Receive harnesses your sales data to offer liquidity within your earned revenue limits, ensuring quick access to cash without any hidden fees or rigid repayment terms. This hassle-free approach empowers small business owners to maintain cash flow effortlessly and helps them concentrate on scaling their operations rather than worrying about financing logistics. With Receive, businesses can say goodbye to burdensome loan processes and hello to a more dynamic way to manage their finances.

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Instant cash access

Zero fees

No credit checks

Sales data leverage

Earned revenue access

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Super Payments

6.6

1 Reviews

"Streamline payments with instant fund settlement and easy BigCommerce integration." Show more

Super Payments is a versatile payment solution designed to streamline your transaction processes with ease and reliability. Offering a seamless integration with BigCommerce, it facilitates both card payments, including credit and debit, as well as account-to-account transactions. One of its standout features is the provision of free card and open banking payments, ensuring cost-effective transactions for businesses. With daily fund settlement capabilities, Super Payments ensures that businesses have quick access to their funds, enhancing cash flow management. To access these features, users need to create a separate account on Super Payments, thereby enabling a more secure and personalized payment processing experience. The platform prioritizes security, implementing robust measures to protect sensitive customer information throughout the transaction process. Super Payments is the convenient and secure choice for modern businesses looking to optimize their online payment systems.

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Instant fund settlement

Easy bigcommerce integration

Real-time payments

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DNA Payments

Accept online payments easily with zero setup fees and monthly charges. Show more

DNA Payments is an innovative app designed to empower businesses of all sizes to accept online payments effortlessly and affordably. With no setup fees or monthly charges, this app seamlessly integrates with BigCommerce, offering merchants a wide array of payment options, including credit and debit cards, PayPal, Open Banking, and more. Users gain access to a robust online Merchant Portal, enabling real-time transaction tracking and insights. Setting up online payments is straightforward, allowing you to start quickly and efficiently. The app also enables the creation of a fully customized checkout page at no additional cost, enhancing your website's professionalism and appeal. Dedicated to continuous improvement, DNA Payments strives to deliver cutting-edge solutions and dedicated customer support to fuel your business growth. Don't miss out on this opportunity—signing up is simple and free.

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Customizable checkout page

Easy payment integration

Real-time transaction access

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Cleero: Auto Payment Matching

$29-$79 / Month

Automate order matching, minimize errors, and speed up fulfillment. Show more

Cleero: Auto Order Matching is a powerful app designed to streamline your store's order fulfillment process. By using CSV uploads, Cleero automatically matches and verifies your store orders with precision. Perfectly matched orders are immediately marked as ‘Paid,’ significantly accelerating your fulfillment operations. For orders that do not match perfectly, Cleero offers smart suggestions, allowing for manual review and ensuring complete accuracy and control. The intuitive dashboard neatly categorizes pending, suggested, and matched orders for easy navigation and efficient management. With Cleero, reduce errors and save valuable time, making order matching a seamless and straightforward task. Achieve effortless accuracy in your order processing and maintain full control over your business operations with Cleero.

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Intuitive dashboard

Smart suggestions

Csv order upload

Automated order matching

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Conform

$4.99 / Month

8.2

1 Reviews

Easy way to confirm manual bank transfer payment Show more

Conform is an app designed to streamline the payment confirmation process for stores using manual payment methods or bank transfers. When a customer completes their payment, they can simply fill out a confirmation form with their order number. This action automatically tags the order with "paid-confirm" in the store's database. This tagging system allows store owners to easily identify and filter orders that have been paid. As a result, shop owners can efficiently update payment records without the hassle of manual checks. By simplifying payment confirmation, Conform enhances the efficiency of store operations and improves customer service. This app is a valuable tool for businesses looking to manage manual payments more effectively.

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Confirm payment form

Tag orders paid

Filter paid orders

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Kleio

$29-$99 / Month

9.1

4 Reviews

Real-time sales insights for online stores: monitor profits, analyze products, inventory.

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