Practical, no-fluff guides on getting transaction data out of bank statements and into the tools where you actually work.
Manual retyping, copy-paste from PDF, and automated conversion — what each costs you in time and errors, with a worked example.
SWIFT is retiring MT940 by 2028. What that means for your exports, and how to read both formats today.
How many months, what format, what raises flags — and how to deliver clean statements without the back-and-forth.
Decimal commas, merged columns, running balances — where OCR breaks on financial documents and how verification catches it.
A copy-paste categorization setup: lookup tables, SUMIFS by category, and a monthly dashboard from raw statement rows.
Batch conversion, deduplication across overlapping statements, and the checks to run before handing data to your accountant.
20 free statement pages every month. No card required.