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.

Fulla beside a coffer of organized statement pages

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  1. 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. 6 min read
  2. 02 How to review extracted bank transactionsUse the source page, row evidence, balance sequence, and page coverage together before approving a statement export. 7 min read
  3. 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. 5 min read
  4. 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. 6 min read
  5. 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. 5 min read