Last updated: September 2026
Statement Sorter provides a free tool that categorizes transactions from a bank or card CSV export you upload, and (once available) a paid "Pro" subscription with additional features. It is provided as a fast first pass on your bookkeeping and is not a substitute for a professional bookkeeper, accountant, or tax advisor. Review the categorized output before relying on it for tax or financial filings.
The tool is provided "as is" without warranties of any kind. We are not liable for errors in categorization or for any decisions made based on its output.
Don't use the tool to upload data you don't have the right to process, or to attempt to disrupt or abuse the service.
The Pro subscription, when available, is billed monthly at the price shown at checkout through our merchant of record, Creem. You can cancel anytime; cancellation takes effect at the end of the current billing period. Refund requests can be sent to services@jasonparker.ai.
We may update these terms from time to time; continued use of the tool means you accept the current version.