From a statement file to a reviewed bank record.
Turn an imported statement into a reviewed, traceable business record.
For businesses importing statements and matching money movement to the accounting evidence.
Import and inspect
Use CSV, Excel, OFX/QFX or QIF and check the transaction preview. PDF imports are temporarily paused.
Review the classification
Inspect duplicate warnings and apply the approved categorisation and account-mapping tools available on your plan.
Reconcile against the ledger
Confirm the appropriate match after checking amounts, dates and the underlying business evidence.
A commercial live bank feed is not enabled in the current workflow. PDF imports are temporarily paused, including text-based and scanned statements. Importing does not automatically approve or post every transaction.
Which bank imports are supported, and are live bank feeds available?
Manual import supports CSV, Excel (XLSX/XLS), OFX/QFX and QIF statements. PDF imports are temporarily paused, including text-based and scanned statements. Review parsed transactions and duplicate warnings before proceeding. Categorisation, account mapping and reconciliation depend on your plan and permissions. Banking rules use deterministic business-approved mappings. A commercial live bank-data provider is not currently enabled.