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Bankstatemently vs Alphathena

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Bankstatemently compared with Alphathena
DetailBankstatemently logo BankstatementlyAlphathena logo Alphathena
What it doesBank statement converter with 99.9% accuracy, backed by an open-source benchmark. Convert PDFs to CSV, Excel, QuickBooks, or Xero. The operating system for personalized portfolio management
StageStartup Not given
Founded2025 Not given
Based inSG US
Pricing modelFreemium Contact for pricing
PricingNot given Platform fee based on AUM tier plus basis points on direct indexing assets. A TAMP typically charges 30 to 50 basis points on all AUM it manages, while Alphathena's platform fee model means you pay for the technology and direct indexing assets, not a percentage of all assets you manage. No setup fee
Key features
  • Convert PDF bank statements to CSV
  • Convert PDF bank statements to Excel (XLSX)
  • Convert PDF bank statements to QuickBooks (QBO)
  • REST API with structured JSON output
  • Dual-engine processing: deterministic rules + AI validation
  • 99.9% accuracy with audit-ready verification
  • Support for 398+ banks across 46 countries
  • Support for 15 languages
  • Bulk bank statement processing
  • Over 2,000 benchmarks to track
  • Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
  • Onboarding completed in as little as one week
What makes it different
  • Financial Memory feature allowing queries across all converted statements through Claude, ChatGPT, or API
  • Solopreneur-built by fintech founder with direct customer support
  • Pure technology platform that keeps advisors in full control of investment decisions
  • No custodian switch required; clients' assets remain where they are
  • Agentic AI that generates actionable scenarios and handles complex workflows automatically
  • Powers over $10 billion in assets across advisory firms
  • Works alongside existing portfolio management systems without replacing them
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)32 +1 (up) since last check29 no change since last check
Trust Flow (Majestic)515
Citation Flow (Majestic)3031
Referring domains (Majestic)28294

5 details filled in for both companies.

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