Statement Input & AI

Apex Design Studio Inc. • Digital Product & Brand Agency

Upload Bank & Credit Card Statements for Apex Design Studio Inc.

Each client profile stores its own custom revenue avenues, fiscal year-end, CCPC tax status, and reconciled statements. Uploading both bank and credit card statements automatically triggers Inter-Bank & Credit Card Transfer Elimination.

Step 01Corporate Parameters

Fiscal Year & CCPC Status

Statements must cover the full 12 months ending on this date.

CCPC Tax Status
Canadian-Controlled Private Corp
Active Rate: 12.2% Small Business Deduction Rate
Client Revenue Avenues3 streams
UX/UI Retainer RevenueWebflow Engineering RevenueBrand Licensing Revenue
Step 02AI Statement Reader (CSV & PDF)

Upload Bank & Credit Card Statements

Bank Statements (CSV or PDF)

Select one or more files. Any bank's CSV export or PDF statement.

Credit Card Statements (Optional, CSV or PDF)

Automatically matches & eliminates Checking-to-Card payments