Everything you need to know about using FinOX Pro.
Go to the Bank Statement Analyzer page.
Drop your PDF file in the upload area. You can upload multiple files from the same account at once.
Supported banks: HDFC, ICICI, Axis, IOB, SBI, Kotak, PNB, Bank of Baroda, Yes Bank, IDFC First, IndusInd, Canara.
Password-protected PDFs: Enter the PDF password in the password field before uploading.
Click "Upload & Extract". Processing takes 5-10 seconds.
After extraction, you'll see the account number auto-filled.
Enter the client's name and either their PAN or phone number.
This links all statements for the same person — upload multiple months and they're tracked together.
Click "Confirm & Analyze".
After analysis, you'll see transaction count, metrics derived, and date range.
Download your report in two formats:
You can also click "View Metrics" to see a quick summary in the browser.
Visit the Dashboard to see all your uploaded clients.
Search by name, PAN, or phone number.
Click a client to see all their statements. Download reports or view metrics for any statement.
Delete statements you no longer need — when all statements are removed, the client record is automatically cleaned up.
HDFC, ICICI, Axis, IOB, SBI, Kotak Mahindra, PNB, Bank of Baroda, Yes Bank, IDFC First, IndusInd, Canara Bank. More are added regularly. If your bank isn't supported, contact us.
Yes. PDF files are deleted immediately after processing. We only store the extracted analysis — never the original PDF. No third-party APIs process your data.
Yes. Use the same PAN or phone number when confirming, and all statements are linked together on the dashboard.
10 sheets: Overview (with charts), Cash Flow Summary (month-wise credit/debit), Daily Balance (split by month), Income Analysis, Expense Analysis, Top Credit Parties, Top Debit Parties, Salary & EMI Detection, Observations, and All Transactions.
No signup required for the pilot. Upload and analyze immediately. We'll add accounts later for team features and billing.
WhatsApp us at +91 98765 43210 or email hello@oxtech.co.in. Include the bank name and a screenshot if possible.