Hand in your files
Files in. No bank logins.
Selfirm starts from what you already have: the statements your banks and brokers let you download. Any institution, any country, without handing anyone your online-banking credentials.
How it works
- 01
Drop the files
PDF, XLSX, XLS or CSV — one file, a batch, or a whole archive folder.
- 02
Selfirm recognises each one
It works out which institution and which kind of statement a file is and picks the right reader. A statement that does not print its account number is matched to the account by its balances.
- 03
It asks only when it must
An unfamiliar layout or an ambiguous account becomes a question on your desk. Answer once; the next file like it is read without asking.
- 04
Checked, then published
The batch is checked — balances, continuity, overlaps — and published to your record in one go, with each line still linked to the original file.
Why files first
Works where bank feeds don’t
Bank-connection services cover a limited set of countries and banks. A statement file exists for almost every account in the world.
Nobody touches your accounts
No OAuth grants, no stored credentials. Selfirm can read what you give it and nothing else; it cannot move money.
The file is the evidence
Every figure traces back to the page or row of an original document you can open — the strongest audit trail there is.
Changing banks is not a migration
Founders open and close accounts often. A new bank is just a new kind of file.
Institutions that are already understood
Selfirm ships with profiles for the institutions in the institution library: how their accounts are organised, how their statements are laid out, and their quirks. A profile contains no personal data, so what one user teaches it helps the next. For an institution without a profile, Selfirm reads your file with its general reader and asks you to confirm how it was read.
Coming next
- Forwarding receipts and invoices by email
- Photos of paper documents
- Direct connections for a few high-volume sources, such as payment platforms — as a convenience, never a requirement
Common questions
Which file types are supported?
PDF, XLSX, XLS and CSV. Password-protected PDFs are supported: Selfirm asks for the password on your desk.
My bank isn’t in the library. Can I still use it?
Yes. Selfirm reads unfamiliar statements with a general reader and asks you to confirm how it read them. You can also ask us to add the institution.
How much history can I bring in?
As much as you have. Overlapping files are de-duplicated, so you can hand in a whole archive without sorting it first.
Bring your own records along
We are onboarding a small group of founders whose companies, accounts and obligations span countries. Tell us about your setup.