BANK TRANSACTIONS
Bank statements into one transaction table.
Consolidate statement transactions while preserving signs, currency and source documents.
Download sample inputEXCEL / JSON / CSV
A workbook you can work with
| Date | Description | Amount |
|---|---|---|
| Oct 5 | Salary | 2000.00 |
Illustrative output from the sample document. Each batch export includes document IDs, source filenames, line items and a separate exceptions sheet.
01
Upload your first document to establish inbox fields automatically.
02
Upload documents and track each task.
03
Review amounts against the original and approve.
04
Export one workbook with source references.
Preserve complete account numbers in structured output. Check opening balance + transactions against closing balance when those values are available.