Practical guides for cleaner statement data.
Choose the next task in your workflow, from preparing a scanned PDF to approving the rows and selecting an export format.

Choose a guide
- 01 How to convert a bank statement PDF to ExcelUpload the statement, check each drafted transaction against its page, approve one revision, and export it as XLSX.
- 02 How to review extracted bank transactionsUse the source page, row evidence, balance sequence, and page coverage together before approving a statement export.
- 03 CSV, XLSX, or JSON for bank statement data?Use CSV for simple tabular exchange, XLSX for workbook review, and JSON for structured application data.
- 04 Bank statement privacy and the 24-hour content lifetimeStatement sources, extracted rows, review events, and exports share one 24-hour deadline and stay behind authorized access.
- 05 Preparing scanned and password-protected statementsUse the complete original PDF, confirm the page order, provide the document password when asked, and review scan-derived rows closely.